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Founders · stratechery.com · Wednesday, 8 July 2026

Zuckerberg’s Imagined Earnings Script Shows How Meta Must Justify AI Spend

Ben Thompson pens a mock earnings‑call script for Mark Zuckerberg, forcing Meta to explain the tens of billions it’s pouring into AI. The piece ties the AI gamble to Facebook’s historic product intuition and growth hacks, outlining the narrative the company needs to convince investors it’s a worthwhile bet.

Read the source: stratechery.com ↗In the 8 July issue →