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Gene Munster on AI · ViralLoop

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Gene Munster@munster_gene

$META CFO Susan Li says headcount reductions that they announced last week will help offset increased spending in AI infrastructure. My take: Latest data point that AI is having an impact on employment.

172 likes10 repliesPosted Apr 29, 2026

View the original on X Written by Gene Munster. Captured Sep 4, 2026.

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30

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Based on absolute engagement — the platform doesn’t expose follower counts here, so large accounts score higher.

From likes, comments.

Why it worked

Ends on a short line that is easy to quote and repeat.
Written from experience rather than as advice, which is harder to argue with.
Short enough to read in full without expanding, which removes a step before the point lands.

The mechanics

Hook: Plain observation
Structure: Hook → Landing
Style: Conversational paragraphs at a steady pace.
Tone: personal
Written for: People building with AI

Analysis by ViralLoop — not written by the original author.

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Universal HIGH INCOME via checks issued by the Federal government is the best way to deal with unemployment caused by AI. AI/robotics will produce goods & services far in excess of the increase in the money supply, so there will not be inflation.

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Hi! I'm one of the prompt writers that worked on this ad. It's a lot harder than people think! Prompts that my team used include: -make it funny -make it epic AND funny -funnier!!! Please be nice to my team as many of them will be laid off/replaced by AI

It’s patently absurd that Apple isn’t smart enough to make their own AI, yet is somehow capable of ensuring that OpenAI will protect your security & privacy! Apple has no clue what’s actually going on once they hand your data over to OpenAI. They’re selling you down the river.

More from Gene Munster

Susan Li says long term it's hard to predict exact timing of buildout. Says long term investment in capex will continue to grow in 2028 and beyond. That gives them flexibly to the pace of AI adoption. My take: Good for AI infrastructure trade.

$MU results and guide show we are still early in the AI buildout. They hit the high end of the revenue whisper, up 364% yy, compared to Street at 286%. Margins were the big surprise. 85% vs. Street at 81%. Guided Aug revenue growth 342% vs. Street 285%.

$AMZN Stock down 11%. AWS growth was 24% vs whisper of 25%+ and imprint of 22%. Whisper jumped last night on the Google Cloud blowout last night. Capex guide was $200B. Expectations were $150B.

Native Gemini subs are now 750m weekly, up from 650m in September. OpenAI is at 900m. The gap is 150m today. Six months ago it was about 300m gap. Sundar said also had a “sharp increase in usage” by each users. My take: More users, more usage by each user. $GOOG

Regarding the question about how early we are in AI? $GOOG guided Capex this year to grow at 108% at $175-185B. Previously the Street was expecting 30% growth, or $116B. Meta is now well behind Google at 74% growth. Let the arms race continue.

$AAPL guides up for March on revenue and margins and stock is still up only about 1%. Expects revenue growth of 13-16% vs. Street at 10% Gross Margins of 48-49%, vs. Dec at 48.2%. This is inline with typically margins improve from Dec to Mar.