ATC moment · Oct 21, 2026 · 0:15:04 to 0:30:15

Meta earnings: new share class and dilution, negative free cash flow, capex, lawsuit charge, data moats, AI shopping with USDC

From 🎙️ATC: SpaceX + Tesla? Meta Dilution? Solana Glow-Up? · Episode page

“So get ready for dilution, number one. So that should play into whether or not you're invested in or you're thinking about getting in.”

Ryan @Rlad1776 at 0:19:47

On the mic

• NatNat @Natnatx007
• DocNooNoo @doc_noonoo
• Dave @DCBK2LA
• Moni @monitalan
• Ryan @Rlad1776

Show discussion only, not financial advice. Transcripts are auto-generated.