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  1. Meta has achieved 26 percent ad growth by using AI for hyper-personalized targeting, while simultaneously shrinking its workforce by 15 percent. This demonstrates that platform-based AI monetization can be highly efficient.

    Impact: Meta’s model proves that AI can drive revenue growth without the massive capital expenditure associated with building data centers, offering a different path to profitability in the AI era.

    — from Mega-Cap Tech Valuation Shifts and Market Strategy · Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT· Nov 03, 2026