Wall Street Questions Meta’s Role in the AI Race

[kevin1]

While companies like Google and Nvidia are winning investor confidence with clear AI strategies, Meta’s spending spree has fueled uncertainty.
Unlike OpenAI, which generates roughly $20 billion in annual revenue, Meta’s AI initiatives remain largely experimental.
Analysts warn that without a defined product or monetization plan, Meta’s massive AI bet could mirror past tech overextensions — though its strong social media base may help weather the storm.

[alex10]

Meta’s late pivot is hurting perception — execution matters now.

[Nahid Hossen]

Investors want clarity, not just AI buzzwords. 🧾

[JanEmil]

Meta could get killed if not allowed to run AI on our personal data.