Zuckerberg Defends AI Spending Amid Investor Concerns

[kevin1]

During Meta’s latest earnings call, Mark Zuckerberg defended the company’s aggressive AI investments, calling them essential to building “frontier models with novel capabilities.”
However, analysts pressed for clarity on when those investments would start generating profit.
Zuckerberg admitted there’s no fixed budget or immediate product roadmap, only “general claims about the promise of AI.”
Investors, seeking near-term returns, appear unconvinced — Meta’s shares have now fallen for two consecutive days.

[alex10]

Long-term bets rarely please short-term investors — classic Zuck move.

[Nahid10]

He’s doubling down on infrastructure; payoff will take time.