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Yahoo Finance’s transcript discusses pressure on Meta shares after earnings and a proposed nonvoting share class linked to AI funding and Zuckerberg’s control. RBC Capital Markets analyst Brad Erickson argues that AI improves engagement and advertising conversion, supporting further revenue growth. He sees substantial potential in business applications of “Muse,” but questions consumer monetization. The discussion also covers agent access, customer ownership and Google’s competitive position. The supplied title conflicts with the interview attribution, and no actionable trade is proposed.