Alex Schultz on Meta’s Future: “It Might Be The Next Tier of Business For Our Entire Company”

July 8
44 mins

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Episode Description

The future of Meta with Chief Data Officer Alex Schultz.

Alex Schultz, Chief Data Officer at Meta, joins Sam for a wide-ranging conversation covering why Meta believes agentic commerce could become the majority of its business, why stablecoins are a foregone conclusion, and why human taste and creative conviction matter more in an AI world than ever before. - Timecodes: 0:00 - Cold open: Warren Buffett's "man, machine, and dog" quote 0:29 - Show intro & Alex Schultz background (CMO → Chief Data Officer at Meta) 8:52 - Using data to find non-average insights: Asia trends, shoppertainment, conversational commerce 11:33 - Staying ahead of the puck: Stories, Messenger, missing TikTok's rise 13:32 - Creators, shoppertainment, and human vs. AI balance 18:00 - Bad AI work is bad work: Alex's Claude/Antarctic cruise data project 20:16 - Taste and conviction matter more than ever; Buffett quote revisited 23:07 - Fear-mongering vs. job creation (radiologists, software engineers) 24:39 - Agentic commerce, Meta's Libra history, and business agents on WhatsApp 27:21 - Stablecoins as the future of digital payments 35:42 - Agentic economy's impact on marketing and the funnel 38:56 - The metaverse, AR glasses, and Meta Ray-Bans/Oakleys 44:25 - Closing remarks

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"Spotlight" features host Sam Ewen.

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