We've Got Receipts

    — Topic —

    Market Valuation

    2 receipts tracked • 75% industry hit rate

    — Filed —

    2 receipts on Market Valuation

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    RECEIPT #BEN-TH

    JAN 01, 2024

    Called it.

    PREDICTION BY

    Ben Thompson
    “Despite market concerns about its substantial capital expenditures, Thompson believes that Meta's advertising model is undervalued.”

    FOLLOW-UP

    By mid-2026, Meta's advertising revenues have largely recovered and grown, supported by improved AI-driven targeting. Analyst commentary increasingly acknowledges Meta's ad business and AI-powered recommendation systems as key strengths, validating Thompson's assessment that its model was "undervalued" despite high capital expenditures.

    Digital AdvertisingMetaMarket Valuation

    RECEIPT #SCOTT-

    MAY 18, 2024

    Partially right.

    PREDICTION BY

    Scott Galloway
    “While AI is undoubtedly important, Scott suggests that its market valuations have peaked. He expects companies like Alphabet (Google) to catch up quickly due to their vast data resources.”

    FOLLOW-UP

    Regarding 'AI valuations have peaked,' some AI names continued to set new highs beyond mid-2024, so it was not clearly borne out. Regarding Google 'catching up,' Alphabet/Google did aggressively roll out AI features and products, maintaining a leadership position, but the framing of 'catching up' from far behind is debatable.

    AIMarket ValuationGoogleTech