For years, Zuckerberg’s superpower and weakness were the same thing: he could bet Meta on an idea no one else believed in.
But since 2025, something has changed.
The idealist who charmed developers and users is suddenly gone. In its place, a capitalist CEO prioritizes shareholders and fund managers.
In this one, I’ll cover:
Where did Llama go? Is this the beginning of the end for open-weight AI?
Is Meta really preparing to sell compute? How serious is Zuckerberg about this?
Is enterprise AI becoming the next Meta business?
What should we look for in the next earnings call?
But let’s start with a little history, so you know why this is such a big deal.
