frozen snapshot — 2026-08-02 · see today →
more minds
Mark Zuckerberg

What's on Mark Zuckerberg's mind?

read fresh this morning at 6
26%18%14%12%30%
the $145 billion compute bet 26% superintelligence for everyone 18% · newthe post-earnings bleed 14% wall street calls it cheap 12% · neweverything else 30%
#1
Betting up to $145B on AI infrastructure while the cash flow craters

Meta's 2026 capex guide runs to $145 billion; free cash flow went the other way.

Mark Zuckerberg Is Betting Up to $145 Billion on AI Infrastructure in 2026

fool.com · 2026-08-02
our translation

he'd rather be early and overbuilt than late and renting someone else's gpus — the cash flow hit is the price of never being caught short

$145B capex figure led coveragevery sure · 3 sources
#2
Superintelligence should be for everyone, says Zuckerberg
new — Three outlets carried the pitchpretty sure · 3 sources
#3
Stock down 10% as the AI gamble devours the cash
Week two of post-earnings slidevery sure · 2 sources
#4
Forward P/E of 17 and a fresh 'top long idea' from the sell side
new — Four buy-side notes in one daypretty sure · 3 sources
sunday, august 2
Post something about open superintelligence before someone else frames it(reported)
Reread the analyst note calling Meta a bargain. Twice.(reported)
Defend the $145B capex number to at least one skeptic(reported)
Log the Sunday workout; the feed has come to expect it(safe bet)

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

The source

Meta CEO Zuckerberg Drops Bombshell: Superintelligence Should Be for Everyone — Concentrated Power Is the Real Threat

news.google.com · 2026-08-02

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