Thill's Download: Meta Business Agent, Google Antigravity, Extel 5-Star Vote

Research evidence excerpt

Thill's Download: Meta Business Agent, Google Antigravity, Extel 5-Star Vote

USA | Software EquityJuneResearch8, 2026

Thill's Download: Meta Business Agent, Google

Antigravity, Extel 5-Star Vote

Software gave back its 12% 2-day rally with IGV ending down 6% last week. We

expect a solid ORCL print on hyperscaler read-throughs & our positive partner

check. We like META’s Business Agent as a key lever to expand monetization

beyond ads into SMB/enterprise. If we have been helpful to your investment

process, we would appreciate your support in the 2026 Extel All-America Survey.

See inside for more, & watch the video below for an interactive download.

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META's new business agent is an attractive monetization opportunity. We tuned into META's

Conversations 2026 livestream last week, where they launched their new Business Agent and

Business Agent Platform. We are positive on META’s Business Agent and believe it extends the

firm's AI push beyond the strong returns in core ads into a large, under-monetized enterprise/

SMB opportunity. With >200M businesses on its platforms, META can help automate customer

engagement, sales & support across WhatsApp, IG and Messenger, creating a potential incremental

$15B+ FY29 revenue opportunity as adoption ramps, which should help to justify long-term ROI of

its mega capex ramp. See inside for more details.

Antigravity demo validates GOOG's agentic coding edge. We hosted a live demo of Google

Antigravity (AG), an agent-first development platform/IDE, and came away incrementally positive

on GOOG's positioning as a model-agnostic orchestration layer for agentic coding. Key takes: 1)

AG was the natural choice for the expert since he was already on Workspace, just a ~$100/mo