META | SOURCE: THE A16Z SHOW - PALMER LUCKEY ON HARDWARE, BUILDIN
Feb 03, 2026 IC-REF: 76377c70

META: Insider Accumulation vs. Sentiment Analysis

Executive Thesis: Meta's Reality Labs represents a validated long-term platform bet rather than a speculative moonshot, as confirmed by Oculus founder Palmer Luckey's assessment that 'Oculus took over Facebook' rather than being acquired.


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