Mark Zuckerberg

New Capabilities

Betting heavily on proprietary AI after Llama 4 setback

For three years, Meta staked its artificial intelligence strategy on giving models away. The company's Llama series became the most widely used open-weight model family in the industry, downloaded hundreds of millions of times. On April 8, 2026, Meta released Muse Spark — the first model built by its new Superintelligence Labs division — and kept it closed. The shift is not subtle: the company that once argued open-source AI would defeat proprietary rivals the way Linux defeated Unix is now competing on their terms.

Updated 6 days ago

Money Moves

Pivoting from metaverse to AI infrastructure

The four largest cloud providers—Microsoft, Meta, Alphabet, and Amazon—guided to over $650 billion in combined AI infrastructure spending for 2026 during their February earnings reports, up sharply from $410 billion in 2025, and have begun tapping debt markets to fund the buildout. Microsoft and Meta reported on January 28-29 with divergent market reactions: Microsoft shares plunged 12% on $37.5 billion quarterly capex, while Meta surged on $115-135 billion 2026 guidance. Alphabet stunned investors February 4 with $175-185 billion capex plans—doubling last year's spend—while Amazon topped all on February 5 with a $200 billion pledge, 50% above 2025 and $50 billion over expectations, prompting a share selloff despite strong revenue beats.

Updated 7 days ago

New Capabilities

Leading company's all-in AI transformation

Meta Platforms has committed more money to artificial intelligence than any other company in history—up to $135 billion in 2026 alone, and $600 billion in American data center infrastructure by 2028. But money hasn't bought capability. The company's next-generation AI model, code-named Avocado, was delayed from March to at least May 2026 after internal tests showed it trailing systems already shipping from Google, OpenAI, and Anthropic on reasoning, coding, and writing tasks.

Updated Mar 13

Built World

Leading Meta's AI infrastructure expansion

Meta broke ground in December 2024 on Hyperion, a data center so large it would cover most of Manhattan. The initial 2,250-acre, 4-million-square-foot facility in Richland Parish, Louisiana will deliver 2 to 5 gigawatts of computing power—enough to train the next generations of Meta's Llama AI models. At $27 billion, it represents the largest private-credit financing deal ever executed and the single biggest private investment in Louisiana history. In February 2026, Fortune revealed Meta's quiet purchase of 1,400 adjacent acres—paving the way for Phase 2 expansion that would more than double the campus to over 3,650 acres, roughly twice the size of New Orleans' airport. To power this unprecedented scale, Meta signed nuclear energy agreements in January 2026 with TerraPower and Vistra, securing up to 6.6 gigawatts of baseload power by the early 2030s, supplementing Entergy's three new natural gas plants.

Updated Mar 13

Rule Changes

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

The Los Angeles bellwether trial testing whether social media platforms can be held liable for addictive design features is now in active proceedings, with opening statements delivered February 9 and key executive testimony underway. Mark Zuckerberg testified for nearly eight hours on February 18, defending Instagram against claims that the company deliberately designed features to addict children while knowing the harms. Internal documents presented in court showed Instagram aimed to increase daily user time to 46 minutes by 2026 and that roughly 4 million users were under 13—about 30% of all 10- to 12-year-olds in the U.S. at the time—despite the company's public policy prohibiting users under 13. The trial, which began jury selection January 27, represents the first time major tech companies face a jury over allegations their products harm children's mental health.

Updated Feb 19

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 anniversary of that ban, Zuckerberg killed Meta's entire U.S. fact-checking program. Between those two moments: a Mar-a-Lago dinner, a million-dollar inauguration donation, and the elevation of a Bush-era Republican to Meta's top policy job.

Updated Jan 7

Rule Changes

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

Meta didn’t just “sunset” a feature. On December 15, 2025, it effectively bricked Messenger’s standalone desktop apps—no more logins, no more native client—sending users back to Messenger.com or Facebook.com.

Updated Dec 14, 2025