Analyst Adam Button cites media reports of a Meta Platforms (META.O) all‑hands in which CEO Mark Zuckerberg said AI agent development has lagged expectations over the past four months. Reports say Meta is weighing selling excess compute, prompting market speculation it may step back from the foundational-model race. Zuckerberg acknowledged the reorganization "could have been cleaner," said leadership had worried earlier that AI action was too slow, but added the reorg's best outcomes are "yet to

Analyst Adam Button cites media reports of a Meta Platforms (META.O) all‑hands in which CEO Mark Zuckerberg said AI agent development has lagged expectations over the past four months. Reports say Meta is weighing selling excess compute, prompting market speculation it may step back from the foundational-model race. Zuckerberg acknowledged the reorganization "could have been cleaner," said leadership had worried earlier that AI action was too slow, but added the reorg's best outcomes are "yet to come" and he remains committed to the long-term direction. The reports briefly pressured META.O shares before a subsequent rebound.