frozen snapshot — 2026-07-31 · see today →

What's on Mark Zuckerberg's mind?

read fresh this morning at 6

28%22%16%11%23%

the 10% post-earnings drop 28% billions of personal AI agents 22% don't ban Chinese AI 16% sell the compute or keep it 11% · neweverything else 23%

Revenue Up 28%, Stock Down 10%, Cash Flow Down 91%

Meta cleared $60B in quarterly revenue and still lost a tenth of its market value once investors read the capex line and the soft Q3 guide.

Meta shares fall as frustration grows over AI spending plans

BBC · 2026-07-29

our translation

he keeps saying the market is short-termist because the alternative explanation is that the spending plan is wrong, and he has already ordered the turbines.

Second day of post-earnings coveragevery sure · 4 sources

Five Years to an Agent in Every Pocket

Agent prediction carried by every outletvery sure · 4 sources

Banning Chinese Models Isn't an 'Effective Solution'

FT interview plus WSJ op-ed cyclevery sure · 4 sources

Selling Compute Is 'Foolish' — Until It Pays the Bill

new — Q3 guidance tempered the cloud storypretty sure · 4 sources

friday, july 31

Take the analyst calls; explain 'long-term' at least nine times(reported)

Keep the agent-in-five-years line in every interview(reported)

Nudge the Anthropic compute talks toward something announceable(reported)

Decline to respond to Bernie Sanders' grocery-budget math(safe bet)

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

The source

Meta Stumbles as Tech Investors Demand Better Answers on AI Spending

news.google.com · 2026-07-31

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