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Wall Street Breakfast

Meta aims for new AI model in '26

Wall Street Breakfast

Seeking Alpha

Business, Investing, Business News, News

3.8950 Ratings

🗓️ 9 December 2025

⏱️ 5 minutes

🧾️ Download transcript

Summary

Meta looks to replace Llama with Avocado next year. (0:15) Americans are very reluctant to quit. (2:12) Office Depot/Office Max public journey ends. (2:50)

Show Notes
Goldman’s 39 sweet spot consumer stocks
Home Depot cautious on ‘26

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Transcript

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0:00.0

Welcome to Seeking Alpha's Wall Street Lunch, our afternoon update on today's market action, news, and analysis.

0:09.8

Good afternoon. Today is Tuesday, December 9th, and I'm your host, Kim Con.

0:14.3

Our top story so far, it looks like the time is ripe for avocado.

0:18.4

Meta Platforms is preparing to launch a new large-language model in early

0:21.8

2026 as it ramps up competition with Google, OpenAI, and Anthropic.

0:26.9

That's according to CNBC.

0:28.7

The model, codenamed avocado, is viewed internally as the successor to Lama.

0:32.9

Unlike Lama, which meta-open-sourced, avocado is expected to be proprietary,

0:38.2

making a significant strategic shift after months of internal debate

0:41.6

over whether Lama was falling behind rival systems.

0:44.7

Back in June, met executives, including CEO Mark Zuckerberg,

0:48.4

discussed de-investing in Lama in favor of more advanced external models.

0:52.8

Two months later, the company reorganized its AI division to speed product development

0:56.6

and better position itself in the generative AI race.

1:00.3

Meta has also been expanding its AI bench.

1:02.6

This summer, it paid nearly $15 billion for stake in scale AI and named CEO Alexander Wong

1:07.9

as Meta's chief AI officer.

1:10.2

Also in the AI space, OpenAI's chat

1:12.7

GPT continues to reach new milestones with a number of weekly active users reaching 900 million,

1:18.0

which represents an increase of 100 million in less than two months, according to the

1:21.8

information. Among active stocks, Home Depot is under pressure after issuing preliminary

1:26.6

2026 outlook that

...

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