Meta is playing the AI game with house money

metaai-investmentsuperintelligenceearnings

Abstraction: Meta Q2 2025 earnings signal all-in superintelligence bet

Key points:

Meta Q2 2025 revenue was $47.5B, up 22% YoY; stock rose over 10% and market cap increased by $175B+
Daily active users across Facebook, Instagram, Threads, and WhatsApp reached nearly 3.5 billion
Zuckerberg declared superintelligence — AI "surpassing human intelligence in every way" — as Meta's new moonshot
A new AI ad delivery model drove ~5% more conversions on Facebook and ~3% more on Instagram; LLMs now power feed ranking
Meta's Reality Labs (metaverse) on track to spend $100B total; AI now the clear top priority
Meta's strong ad business finances its AI push without external capital pressure — "playing with house money"

Connections: Meta · Mark Zuckerberg · Superintelligence · Large Language Models