[Meta's WhatsApp head is stepping down](https://www.cnbc.com/2026/06/22/meta-kunal-shah-whatsapp-will-cathcart.html) while the AI infrastructure arms race is reaching critical mass — and here's the contrarian read everyone's missing. When a $1T+ company makes surprise C-suite moves on a cash cow product (2B+ users, untapped monetization), it's not optimization — it's desperation. Kunal Shah built Cred in fintech. He's not a messaging guy.

Research these companies