Kunst: Meta has a lot of capex that doesn't necessarily translate to a return on investment

So just yesterday on the show we were talking about when is too much capex spending too much basically. Um they raised the guidance when it came to capex spending but not by a lot. I mean the midpoint only went up about two billion.That seems like small potatoes these days. Why do you think investors reacted so sharply to the capex spending or do you think it was more about that charge. >> Well I I think it's probably both.Right. We all remember uh when Zuck was doing the metaverse, the legless metaverse an ...