META PANIC

Zack is nervous again!

He’s back on stage, this time selling us “superintelligence.” Not just another AI - a personal super-AI that’ll change your life, humanity’s destiny, and hopefully Meta’s stock price.

The memo is short. Only 625 words. But the ambition? Enough to fuel three tech revolutions.

He’s pitching billions in investment, reinvention of society, and, as always, - a promise that Meta’s version of the future is somehow different. Better. Or at least louder.

This is Zuckerberg’s playbook. The world shifts, he drops a Big Letter:

2012: Mobile apocalypse!

2017: Fake news? Global community!

2019: Privacy! (wink)

2021: Metaverse!

2025: Superintelligence!

Same formula. Market panic → Vision memo → “Not about money, it’s about humanity” → investors quietly asking: “Cool. But where’s the revenue?”

Why now?

Because Meta’s late. While OpenAI, Claude, and the Chinese giants ship product, Meta AI… doesn’t. Engineers ignore it. Gen Z lives on TikTok. Devs use everything but Meta’s tools.

So Zuck changes the frame. From “just AI” to “your personal brain exoskeleton.” Like GPT with your Instagram photos.

Underneath it all? Panic.

Meta’s been here before. Rescued itself with WhatsApp, Insta, then tried to sell the metaverse (RIP $50B).

Now it’s AI’s turn.

To his credit, Zuck doesn’t cling to the past.

He’ll burn the house down if it means chasing user attention.

Facebook isn’t sacred. The social graph is.

LLaMA? Technically solid. But too open.

China and indie devs moved faster, cheaper.

Meanwhile OpenAI and Google went closed.. and got rich.

Meta spent $65B. The ROI? Let’s say “pending.”

In his memo, Zuck paints rivals as bureaucratic overlords pushing “AI welfare.”

Meta? The freedom fighters. Individualism! Empowerment! Personal growth!

Sounds nice. Like a Superbowl decaf coffee ad.

But there’s zero mention of AI for social connection, privacy, or actual human interaction - the stuff Meta used to be known for.

End of the day, this memo isn’t a roadmap. It’s a PR flare. A signal to investors: We’re still in the game.

Maybe they are.

Maybe they aren’t.

But if this “superintelligence” goes the way of the $500 VR headset - we’ll all be left with another expensive punchline.

Unless, of course, Zuck’s right. And in that case… better start saving those Instagram pics.