CEO Mark Zuckerberg says Meta's AI story is about where it's headed, not just one model

Meta CEO Mark Zuckerberg.

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• CEO Mark Zuckerberg pitched Meta's next AI models as a "trajectory," not a breakthrough.
• Meta pointed to ad improvements and cash flow to justify spending while asking investors to wait.
• Wall Street awaits a clear sign that Meta's AI reset will deliver frontier-level models.

CEO Mark Zuckerberg didn't come to Meta's earnings call on Wednesday promising a breakthrough AI model that would silence the skeptics.