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The constraint on Meta's AI product releases has been legal rather than technical.
Morgan Stanley analysts say a recent settlement represents what they call a "legal clearing event" at the company, and see signals that Meta's product pipeline could start moving in its wake.
"There are certainly signals, in our view, that Meta's product pipeline could start flowing following this legal clearing event," the analysts said.
Where litigation sits in the stack Active proceedings operate as a throttle on the release stack.
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