{"id":672684,"date":"2026-07-04T02:10:16","date_gmt":"2026-07-04T02:10:16","guid":{"rendered":"https:\/\/www.newsbeep.com\/uk\/672684\/"},"modified":"2026-07-04T02:10:16","modified_gmt":"2026-07-04T02:10:16","slug":"metas-ai-payoff-timeline-looks-messier","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/uk\/672684\/","title":{"rendered":"Meta&#8217;s AI Payoff Timeline Looks Messier"},"content":{"rendered":"\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">This article first appeared on <a href=\"https:\/\/www.gurufocus.com\/news\/8944407\/metas-ai-payoff-timeline-looks-messier?utm_source=yahoo_finance&amp;utm_medium=syndication&amp;utm_campaign=headlines&amp;r=caf6fe0e0db70d936033da5461e60141\" data-ylk=\"slk:GuruFocus;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;GuruFocus&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">GuruFocus<\/a>.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Meta Platforms (<a href=\"https:\/\/finance.yahoo.com\/quote\/META\" data-ylk=\"slk:NASDAQ%3AMETA;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;NASDAQ:META&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"stocks_tp\" rel=\"nofollow noopener\">NASDAQ:META<\/a>) <a href=\"https:\/\/seekingalpha.com\/news\/4609776-meta-ceo-says-agent-development-not-accelerating-as-expected-report\" data-ylk=\"slk:slipped%20into%20a%20fresh%20AI%20reality%20check%20after%20CEO%20Mark%20Zuckerberg;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;slipped into a fresh AI reality check after CEO Mark Zuckerberg&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">slipped into a fresh AI reality check after CEO Mark Zuckerberg<\/a> reportedly told employees that AI agent development has not accelerated in the way we expected over the past 4 months.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">According to Reuters, Zuckerberg made the comments during an internal town hall Thursday, adding that Meta&#8217;s recent reorganization and job cuts were not as clean as he wanted. On May 20, Meta began cutting 10% of its global workforce and moved about 7,000 employees into new AI-related initiatives.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">The remarks come as Meta is also reportedly exploring a cloud business to lease excess AI computing power, a move that helped lift the stock 10% Wednesday but raised questions about whether consumer AI demand is ramping fast enough.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">SpaceX (SPCX), after merging with xAI, has also reportedly leased underused AI capacity to Google (<a href=\"https:\/\/finance.yahoo.com\/quote\/GOOG\" data-ylk=\"slk:NASDAQ%3AGOOG;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;NASDAQ:GOOG&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" class=\"stocks_tp\" rel=\"nofollow noopener\">NASDAQ:GOOG<\/a>) and Anthropic (ANTHRO).  <\/p>\n","protected":false},"excerpt":{"rendered":"This article first appeared on GuruFocus. Meta Platforms (NASDAQ:META) slipped into a fresh AI reality check after CEO&hellip;\n","protected":false},"author":2,"featured_media":303934,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[225093,84,59,7203,21773,56,54,55],"class_list":["post-672684","post","type-post","status-publish","format-standard","has-post-thumbnail","category-business","tag-ai-reality-check","tag-business","tag-gb","tag-mark-zuckerberg","tag-meta-platforms","tag-uk","tag-united-kingdom","tag-unitedkingdom"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts\/672684","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/comments?post=672684"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/posts\/672684\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/media\/303934"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/media?parent=672684"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/categories?post=672684"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/uk\/wp-json\/wp\/v2\/tags?post=672684"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}