On Wednesday, Meta Platforms, Inc. (NASDAQ:META) CEO Mark Zuckerberg outlined the company’s long-term AI strategy, highlighting personal superintelligence, proprietary AI models and smart glasses as key bets that could shape its next phase of growth.
Zuckerberg Says Personal Superintelligence Is Meta’s North Star
During Meta’s third-quarter 2026 earnings call, Bernstein analyst Mark Shmulik asked Zuckerberg whether the company was entering a new era with its Muse AI models at the center of its business.
Zuckerberg said Meta’s vision of personal superintelligence builds on its longstanding mission to empower individuals and help people connect.
He pointed to a letter he wrote more than a year ago outlining personal superintelligence as the “North Star” guiding the company’s work, adding that Meta wants to put the power of advanced AI into everyone’s hands.
Meta Wants to Build Its Own AI Models and Agents
Zuckerberg said Meta has worked toward this vision for some time, including restructuring its AI efforts and establishing a dedicated lab to develop models for personal AI agents.
He argued that Meta can deliver the best user experience by developing and controlling the entire technology stack, from underlying AI models to the agents people interact with.
Smart Glasses Fit Into Meta’s Long-Term AI Strategy
The tech billionaire also connected Meta’s AI ambitions to its hardware investments, particularly smart glasses and other next-generation devices.
He said the company has long sought to develop new hardware platforms that can deliver better end-to-end experiences, adding that he expects these efforts to come together further in the coming years.
Zuckerberg Prioritizes Long-Term Technology Bets
Zuckerberg described AI and hardware investments as long-term bets, arguing that Meta’s priority should be building compelling technology for billions of people.
“As long as we continue to do that, then over time the business takes care of itself,” he said.
Meta Beats Q3 Estimates, Raises 2026 Expense Outlook
Meta reported third-quarter revenue of $64.6 billion, surpassing analyst estimates of $63.37 billion. Adjusted earnings came in at $7.40 per share, topping expectations of $5.74 per share.
For the fourth quarter, Meta expects revenue of $73 billion to $76 billion, compared with analyst estimates of $73.74 billion.
The company raised its full-year 2026 expense forecast to $175 billion to $179 billion, up from its previous projection of $165 billion to $169 billion.
Price Action: Meta closed at $697.52 on Wednesday. The stock fell 0.62% to $693.20 in Thursday’s premarket trading, according to Benzinga Pro.
According to Benzinga Edge Stock Rankings, META shows strong price trends across the short-, medium- and long-term periods, alongside a moderate value score.
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
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