Meta Muse Winners and Losers; Google's Risk; Zeta Global and Adobe $ZETA $ADBE
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(00:00) - Introduction
(02:02) - Zeta Global (ZETA) Business Overview
(07:00) - Meta Muse and Consumer AI Agents
(11:07) - Airbnb, Expedia, and the Threat to Online Travel Aggregators
(13:32) - Google and Apple's Position in the AI Agent Space
(17:05) - Meta's Potential Take-Rate Monetization Model
(20:50) - Amazon's Resistance to AI Commerce Interfaces
(24:22) - The Threat of AI Agents to Uber Eats Advertising
(33:54) - Small Cap of the Week: CI&T…
The skinny
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