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Meta CEO Mark Zuckerberg dodged Wall Street's AI questions — and called it a long game

Zuckerberg emphasized steady AI model releases through 2026, citing Meta's 24% revenue growth and $43.6 billion free cash flow to support ongoing AI investments.

  • On Wednesday, Meta CEO Mark Zuckerberg declined to promise a single breakthrough AI model and described the effort as a long-term progression, asking investors for patience as Meta rolls out initial models over the coming months.
  • After missed Llama timelines and developer complaints, Wall Street analysts have demanded clearer proof that Meta's AI reset under Alexandr Wang at Meta Superintelligence Labs will deliver frontier models.
  • The company said Meta's revenue jumped 24% to $59.9 billion in the final quarter of 2025, with ad clicks rising 3.5% and conversions over 1%, supporting ongoing AI investments.
  • Analysts reacted by pressing for clearer evidence, with Brian Mulberry calling Zuckerberg's remarks 'no real substance' and Barclays analyst Ross Sandler warning Meta's patient AI approach carries risk.
  • Zuckerberg argued AI lets talented employees replace big teams, recruiters warned human judgement remains vital, yet Meta grew employees roughly six per cent last quarter.
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Meta defined 2026 as a key year for its progress towards personal superintelligence.The company announced that it will focus its efforts on the development of smart glasses and on the strengthening of artificial intelligence, as axes of its growth strategy. Meta's executive director, Mark Zuckerberg, explained this vision during the presentation of the 2025 financial results.In this context, he noted that smart glasses represent the most suitabl…

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Meta's boss presented his company's plans for 2026 on the occasion of the publication of the results of the fourth quarter 2025, showing that he continues to bet on artificial intelligence.

·France
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After years of massive losses and layoffs, Meta redirects its ambitions to the AI and the connected glasses.

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BFM TV broke the news in France on Thursday, January 29, 2026.
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