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TLDRocket
20 October 2026
Meta’s big bet is still the loudest signal in AI today: Mark Zuckerberg and Alexandr Wang framed the company’s next phase as a full-stack build—own the infrastructure, then monetize agent-style tools beyond ads—with projected spending of $100 billion to $200 billion. The point isn’t just better models; it’s vertical control. Meta is scaling its own compute and, if systems like its “Muse” move from demos to dependable product, could shift revenue from impressions to interactions.
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