| ▲ | arionhardison 6 hours ago | |
The features don't really matter here IMO; where does the PA function live? Whoever runs it sees intent streams. If that goes to a startup then the planning, coordination etc.. is ad free. I don't think Meta wants to live in that world. Travel is such a huge play here because its inherently social; so "^n viral loop where N is travelers; odds are most will have some meta app so possibly lower friction here too. Not to mention the adjacent travel econ: e.g.: eat, sleep etc.. Amplified an order of magnitude for the e-mail piece given how badly Meta would like to have google's g-mail data. Either way, interesting play IMO. Note: Moved from dupe thread. | ||