Mark Zuckerberg

Rule Changes

Avoided trial testimony via settlement

Teens on Facebook and Instagram will face a two-hour daily usage cap, midnight-to-6-a.m. lockouts, and no push notifications during school hours. Meta agreed to those changes and up to $18 billion in payments to settle lawsuits from 47 US states over teen social media addiction.

Updated Yesterday

New Capabilities

Leading company's all-in AI transformation

Meta shipped Muse Spark, code-named Avocado, in April 2026—its first proprietary foundation model and a ground-up departure from the Llama architecture. The model ranked fourth on Artificial Analysis's Intelligence Index at launch, behind rivals at Google, OpenAI, and Anthropic, but Meta's stock rose about 10% in the five days after release.

Updated Aug 1

Rule Changes

Lobbied Trump to weaken the order

Trump signed a voluntary framework on June 2 asking frontier labs to share their newest models with federal agencies for up to 30 days before release. Within ten days, the government had gone further. A June 12 export control directive forced Anthropic to kill worldwide access to Fable 5 and Mythos 5, its two newest models, after the government said it had found a jailbreak in the more capable one.

Updated Jun 26

New Capabilities

Pushing glasses as Meta's next computing platform

For five years, every camera-equipped pair of Meta glasses carried someone else's name: Ray-Ban, then Oakley. On June 23, 2026, that changed. Meta began selling eyewear under its own brand, the Meta Adventurer and Fury, starting at $299.

Updated Jun 23

New Capabilities

Betting heavily on proprietary AI after Llama 4 setback

For three years, Meta staked its AI strategy on open-source; the Llama series became the industry's most widely used open-weight model family. On April 8, 2026, Meta released Muse Spark from its new Superintelligence Labs—and kept it closed, a shift for a company that once argued open-source would defeat proprietary rivals the way Linux beat Unix.

Updated May 30

Built World

Leading Meta's AI infrastructure expansion

Meta's Hyperion data center, a $27 billion AI campus rising in rural Richland Parish, Louisiana, is on track to become the largest facility of its kind in history. Meta has quietly bought enough land to more than double it. The initial 2,250-acre, 4-million-square-foot build will deliver 2 to 5 gigawatts of computing power, enough to train the next generations of Llama. The financing is the biggest private-credit deal ever executed and the single largest private investment in Louisiana history. In February 2026, Fortune revealed Meta's quiet purchase of another 1,400 adjacent acres, setting up a Phase 2 that would roughly double the campus footprint.

Updated May 26

Money Moves

Q1 2026 earnings: ad business accelerating, AI tools driving 30% engineer productivity gains; maintaining $115-135B capex; committed to building into capacity even in slower demand scenario

The four largest cloud providers—Microsoft, Meta, Alphabet, and Amazon—are tracking toward over $720 billion in combined AI infrastructure spending for 2026, up sharply from $410 billion in 2025. All four reported first-quarter results on April 29, 2026. Microsoft delivered the clearest signal: $77.7 billion in revenue (up 18% year-over-year), Azure cloud growth of 40% (above its 37% guidance), and earnings per share of $4.13 versus analyst estimates of $3.67.

Updated May 26

Rule Changes

Testified at trial February 18; expected to remain under cross-examination

The Los Angeles bellwether trial testing social media liability for addictive design features began jury selection January 27 and opened February 9. It's the first time major tech companies face a jury over claims their products harm children's mental health.

Updated May 23

Rule Changes

Leading Meta's policy shift toward Trump administration

Mark Zuckerberg banned Donald Trump after January 6th, calling the risks of keeping him on Facebook too great. Four years later, on the ban's anniversary, Zuckerberg killed Meta's entire U.S. fact-checking program, amid a Mar-a-Lago visit, a million-dollar inauguration donation, and elevation of a Bush-era Republican to Meta's top policy role.

Updated May 19

Rule Changes

Leading Meta’s consolidation toward fewer, more controllable client surfaces

On December 15, 2025, Meta effectively bricked Messenger's standalone desktop apps: no more logins, no native client. Users got pushed to Messenger.com or Facebook.com.

Updated May 15

Money Moves

Driving company-wide AI restructuring; has not ruled out further cuts in H2 2026

Meta will cut 8,000 jobs on May 20 and scrap 6,000 open roles it had planned to fill. HR head Janelle Gale framed the layoffs as the price of Meta's $145 billion AI infrastructure bill, with more cuts planned for the second half of 2026.

Updated May 13