๐จ METAโS $600 BILLION AI BET: Mark Zuckerberg told Trump that Meta plans to spend $600 billion through 2028 to build out its AI infrastructure.
Notably, Zuckerberg did not rule out the possibility that AI could be a bubble. When asked directly, he said: โI think itโs quite possible.โ
But according to Zuckerberg, building too early may still be less dangerous than arriving too late.
He pointed to past infrastructure booms such as railroads and internet fiber, where companies poured in too much capital and built ahead of demand. Many eventually went under. But the infrastructure remained โ and was later acquired by other companies for a fraction of the original cost.
Meta is preparing for that scenario too.
Nobody knows whether superintelligence will arrive in three years, five years or eight years. If Meta builds for a three-year timeline but AI takes five years to mature, the company could waste hundreds of billions of dollars. But if it waits five years while AI arrives in three, Zuckerberg believes Meta could miss the most important technological revolution in history.
Zuckerberg isnโt spending $600 billion because he knows exactly when AI will arrive.
Heโs spending it because he doesnโt want Meta to be the โslow buffalo that gets left with muddy waterโ โ the company that arrives too late.
Notably, Zuckerberg did not rule out the possibility that AI could be a bubble. When asked directly, he said: โI think itโs quite possible.โ
But according to Zuckerberg, building too early may still be less dangerous than arriving too late.
He pointed to past infrastructure booms such as railroads and internet fiber, where companies poured in too much capital and built ahead of demand. Many eventually went under. But the infrastructure remained โ and was later acquired by other companies for a fraction of the original cost.
Meta is preparing for that scenario too.
Nobody knows whether superintelligence will arrive in three years, five years or eight years. If Meta builds for a three-year timeline but AI takes five years to mature, the company could waste hundreds of billions of dollars. But if it waits five years while AI arrives in three, Zuckerberg believes Meta could miss the most important technological revolution in history.
Zuckerberg isnโt spending $600 billion because he knows exactly when AI will arrive.
Heโs spending it because he doesnโt want Meta to be the โslow buffalo that gets left with muddy waterโ โ the company that arrives too late.