frozen snapshot — 2026-07-30 · see today →
more minds
Mark Zuckerberg

What's on Mark Zuckerberg's mind?

read fresh this morning at 6
27%22%17%13%21%
the 10% post-earnings drop 27% billions of personal AI agents 22% · newdon't ban Chinese AI 17% · newsell the compute or keep it 13% · neweverything else 21%
#1
Meta Drops 10% as Wall Street Balks at the AI Bill

Revenue up 28% past $60B, a $2.4B legal charge, tepid Q3 guidance — investors picked a lane anyway.

Meta shares fall as frustration grows over AI spending plans

BBC · 2026-07-29
our translation

he brought a vision and they asked for a receipt. every answer was some version of 'trust me,' which is exactly the answer that costs you ten percent in an afternoon.

Q2 report; shares fell 10%very sure · 4 sources
#2
Billions Will Have a Personal AI Agent Within Five Years
new — Earnings-call centerpiece, wire-wide pickupvery sure · 4 sources
#3
Don't Ban Chinese AI — and Don't Let Four Labs Own It
new — FT interview; CNN, NYT, Reuters followpretty sure · 4 sources
#4
Sell the Compute or Keep It: Meta's Cloud Riddle
new — Cloud hint on call, then walked backpretty sure · 3 sources
thursday, july 30
Ring the analysts who called the AI strategy 'spaghetti at the wall'(reported)
Get the Anthropic compute lease past 'early talks'(reported)
Decide how much cloud detail to give before the next call(reported)
Post something serenely upbeat about agents; ignore the ticker(safe bet)

rebuilt from the public schedule, pool reports & old habits — the rest is educated guessing

The source

Meta is 'throwing spaghetti at the wall' with its AI strategy, one analyst warns

news.google.com · 2026-07-30

every line on the pad traces to something public — tap to see it