Overview
- Zuckerberg’s latest memo said Meta will keep open-sourcing leading AI models but be more selective about releasing its most powerful systems to address safety and competition concerns.
- Meta posted 22% revenue growth and a 36% profit increase in Q2, driving daily active users up 6.4% to 3.48 billion and lifting shares by as much as 12% in after-hours trading.
- The company forecasts higher AI-related costs in 2026 as it boosts data-center infrastructure and invests heavily in talent for its Meta Superintelligence Labs.
- Reality Labs recorded a $4.53 billion loss for the quarter, marking its fifth consecutive quarter with losses above $4 billion.
- The strategy shift follows underwhelming reception of Llama against U.S. rivals and cost-efficient Chinese alternatives such as DeepSeek, prompting a move toward closed, consumer-focused personal superintelligence powered by user data.