During Meta's second quarter earnings call, Mark Zuckerberg further acknowledged there could be a shift, though he downplayed the significance of it.

Years removed from the failed promises of the metaverse, Zuckerberg has gone all-in on AI, hiring former Scale AI CEO Alexandr Wang to lead a new “superintelligence” team at Meta, poaching top performers from rival firms like OpenAI and Apple, and making deals to build massive AI infrastructure projects.

Mark Zuckerberg has broadcast plenty of loud signals that he, too, is a true AI CEO. He has directed his company to spend many tens of billions of dollars on developing models and building out infrastructure.