Overview

• On the Access podcast, Mark Zuckerberg said he would accept "misspending a couple of hundred billion dollars" rather than risk being late to superintelligence.
• He acknowledged a potential AI bubble, citing railroads and the dot‑com era as precedents, while noting sustained model progress could avert a collapse.
• Meta’s chief financial officer said the $600 billion commitment covers U.S. data center buildouts and domestic business operations, including hiring.
• Zuckerberg contrasted Meta’s balance sheet with privately funded labs such as OpenAI and Anthropic, saying Meta is not at risk of going out of business.
• Industry caution persists, with an MIT study reporting 95% of AI pilots deliver no ROI and recent reporting that Meta briefly slowed recruiting after rich signing offers.