Tus Thawj Coj ntawm Altimeter Capital tau sau tsab ntawv qhib rau Mark Zuckerberg thiab Meta pawg thawj coj ntawm cov thawj coj hais kom lawv txo tus lej thiab txwv kev nqis peev rau hauv metaverse.
Daim ntawv qhib, uas yog luam tawm ntawm Medium platform, pib "Nyob Zoo Mark", thiab pib los ntawm kev qhuas tus Meta tus tswv cov ntaub ntawv teev npe tab sis tom qab ntawd mus rau cov npe ntawm qhov tsis ua tiav, thiab txhawm rau kom lawv daws tau, hu rau Meta kom "tau txais nws mojo. rov qab".
Qhov teeb meem
Kos npe rau "Brad", tus kws sau ntawv tau liam Meta ntawm "nrhiav mus rau hauv thaj av ntau dhau", uas muaj "ntau tus neeg, ntau lub tswv yim," thiab, "tseem ceeb heev".
Altimeter Capital CEO sau tias thaum Meta nce nws cov kev siv nyiaj ntau, nws poob kev ntseeg siab ntawm cov tub ua lag luam. Nws piv Meta nrog nws cov phooj ywg los ntawm taw qhia tias nws cov khoom lag luam poob qis 55%, thaum lawv (cov phooj ywg) poob qis ntawm qhov nruab nrab ntawm 19%. Nws ntxiv tias Meta P / E piv tau txo los ntawm 23x rau 12x, tsawg dua ib nrab ntawm qhov nruab nrab ntawm nws cov phooj ywg.
lub hom phiaj
Txhawm rau daws qhov teeb meem, tsab ntawv qhia txog "kev npaj peb kauj ruam":
- Txo tus nqi headcount tsawg kawg yog 20%
- Txo txhua xyoo capex tsawg kawg yog $ 5 nphom, los ntawm $ 30 billion mus rau $ 25 billion
- Txwv kev nqis peev hauv metaverse / Reality Labs kom tsis pub ntau tshaj $ 5 nphom hauv ib xyoos
Hais txog kev suav lub taub hau, tsab ntawv qhia txog qhov nws tau nce 3x, ntawm 25,000 txog 85,000 hauv 4 xyoo xwb. Nws txhawb kom Meta "tsav aggressively" thiab txiav cov neeg ua haujlwm tsawg kawg yog 20%, uas yuav coj nws rov qab mus rau nruab nrab 2021 qib.
Raws li hais txog capex, tsab ntawv liam Meta ntawm "kev nce ntxiv" nws cov peev txheej siv los ntawm $ 15 nphom hauv 2018, mus txog $ 30 nphom txhua xyoo capex hauv 2022. Nws tso qhov ntawd rau hauv kev xav los ntawm kev ntxiv tias qhov nce ntau dua li capex ntawm Apple, Tesla, Twitter, Snap, thiab Uber ua ke.
Ntawm Meta qhov kev nqis peev loj rau hauv metaverse, tsab ntawv ua rau cov lus thov hauv qab no:
"lub tuam txhab tau tshaj tawm kev nqis peev ntawm $ 10–15B ib xyoos twg rau hauv ib qho kev sib tshuam uas feem ntau suav nrog AR / VR / immersive 3D / Horizon World thiab tias nws yuav siv sijhawm 10 xyoo los ua cov txiaj ntsig. Qhov kwv yees $ 100B + kev nqis peev hauv lub neej yav tom ntej tsis paub yog qhov loj thiab txaus ntshai, txawm tias los ntawm Silicon Valley cov qauv. "
Tsab ntawv tus sau hais tias txawm hais tias qee qhov ntawm Meta cov kev nqis peev metaverse tseem ceeb, txawm tias $ 5 nphom yuav zoo li tus nqi txawv tshaj plaws rau txhua lub tuam txhab. Tus sau hais tias Amazon siv nyiaj tsawg dua los tsim AWS.
xaus
Qhov xaus ntawm tsab ntawv lees paub tias yuav tsum Zuckerberg's Meta ua raws li 3 cov lus pom zoo, tom qab ntawd nws yuav ua rau "A leaner, sai dua, ua tiav Meta".
Tus Thawj Coj ntawm Altimeter Capital rov lees paub nws "kev hwm rau cov tsim uas txuas ntxiv zom, txhawb nqa, thiab tsim kom ntev tom qab kev txhawb nqa nyiaj txiag ploj mus", thiab hais tias nws siv Meta cov khoom lag luam txhua hnub.
Nws sau tias tsis muaj dab tsi uas nws tau hais yog "xav tau", thiab tias tsab ntawv yog lub sijhawm los "sib koom" thiab "sib koom kev xav" raws li "tus tswv lag luam txaus siab". Nws xaus nrog qhov kev thov "txuas" nrog Zuckerberg thiab nws pab neeg.
Tsis kam lees: Cov lus no tsuas yog muab ua kev qhia xov xwm nkaus xwb. Nws tsis yog muab los yog npaj rau siv raws li kev cai lij choj, se, peev, nyiaj txiag, lossis lwm yam kev qhia.
Tau qhov twg los: https://cryptodaily.co.uk/2022/10/meta-investor-writes-open-letter-of-recommendations-to-zuckerberg