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Analyst: Meta Needs Just 115 Million Users to Ignite a $28 Billion AI Gold Rush — But It's Not Likely to Happen
Source: 247wallst.com
Artificial IntelligenceAnalyst InsightsAnalyst EstimatesCompany Fundamentals
Oppenheimer internet analyst Jason Helfstein estimated in a September 2026 note that Meta Platforms would need roughly 115 million paying Muse subscribers at $20 per month. The excerpt does not provide the revenue target, adoption assumptions, timing, or market reaction underlying the scenario.
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