BlackBerry is mentioned as a competitor in the smartphone market before Apple's iPhone entered.
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$META: Is It Too Late for Meta to Win AI? The S-Curve Says No
Sep 10, 2026
The creator discusses adding to their Meta (META) position after the release of Muse.ai, noting the stock's positive reaction and increased market cap. They believe Meta is still undervalued, with its traditional businesses alone worth more than its current valuation. The creator also explains the S-curve of market growth, suggesting that AI is in an early, exponential growth phase, making it a good time to enter the market.
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Tesla is used as an example of a company that got into the market very early and faced significant challenges in building the EV market.
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