Meta Platforms (META, Buy, $665 target) New Ad Retrieval and Recommendation Systems Rolling Out. Our Take.
META has released details on:1. A new ads recommendation system based on the order of user events/actions versus the prior system’s focus on aggregated events and deep learning recommendation models..
2. A new ads retrieval system named Andromeda, based on NVDA’s Grace Hopper infrastructure (and set to incorporate next generation GPUs, as well as META’s MTIA custom silicon) to support the exponential growth of ad creative options as advertisers increasingly adopt Advantage+ creative.
In the note, we review the implications for the stock, the basics of each new technology and our thoughts on some of the most interesting parts of each blog post.
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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