Albergati: AI Companions Won't Generate Meaningful Revenue Compared to Meta's Core
Reed Albergotti · Leopold Blows Up, OpenAI Drastically Cuts Prices, Microsoft’s Best Day · Aug 3, 2026 · at 56:39
Reid Albergati pushes back against Alex Kantrowitz's thesis that AI companions will become a major new monetization channel for Meta.
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“There are other companies doing that by the way, and they can make some money off of it. Like it's nothing. It's a drop in the bucket. I think compared to what Facebook is an Instagram, like their core businesses and whatever WhatsApp, you know, fits into that. But I just think it's not like, yeah, they could do it, but it's like, not that hard of a problem. It's like, not that interesting of a problem. And I don't think it really makes that much money in the end, like enough money to really matter.”
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