META Connect Recap: Gen AI chatbots coming to messaging + answers to three key questions we expect from investors
What's New: Yesterday’s META Connect event (see our preview HERE) featured several announcements including:1. A variety of generative AI chatbots/personas that will be featured across META’s messaging apps and surfaces (i.e., WhatsApp and Messenger, but also the messaging functionality in Instagram and Facebook).
2. The launch of Quest 3, META’s newest virtual reality and mixed reality headset, and
3. The unveiling of the latest version of META’s smart glasses.
In the note, we present the key takeaways from the event, but first we address some of the key questions we expect investors to have following the event and offer our initial views on the answers.
Facebook is building and engaging products that enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality headsets, and in-home devices. The company's products include: Facebook, which enables people to connect, share, discover, and communicate with each other on mobile devices and personal computers; Instagram, which is a place where people can express themselves through photos, videos, and private messaging, and explore their interests in businesses, creators and communities; Messenger and WhatsApp, which are messaging applications; and Oculus, which connects people through its Oculus virtual reality products.
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