Mark Zuckerberg
Chief executive and chair, Meta
Mark Zuckerberg is a chief executive and chair at Meta. Their most recent Section 16 filing is from September 2026.
- Known for
- chief executive and chair at Meta
Mentioned in
Money
Zuckerberg's $200 billion AI admission appears in no Meta filing
Meta's chief executive said on a podcast posted October 12 that he committed up to $200 billion to AI infrastructure before anyone could tell him it would work. The filings show only the bill: $784 million of second-quarter free cash flow.
· 3 min read
Money
Meta tells investors its AI bet is paying off and tells the IRS it might fail
Meta's $3.9 billion research credit now outstrips the free cash flow its buildout produces each quarter, and the four chief executives' answers to Congress are overdue.
· 4 min read
Frontier
Zuckerberg says Meta caught OpenAI and Anthropic; Muse keeps 73% of new users, then fades by day nine
Meta launched Muse Wonder, its first closed and paid frontier model, on Monday, and chief executive Mark Zuckerberg says Meta has caught OpenAI and Anthropic. Usage data published the same day show Muse bringing new users back at nearly twice ChatGPT's rate, then losing them by day nine as websites block its agents: the split META holders now have to price.
· 3 min read
Money
Meta's Muse daily-user growth fell 62% in three weeks and insiders made 172 trades without a buy
Meta's autonomous agent app is losing downloads and daily-user growth, and a short seller is pressing the point; the insider selling, though scheduled months in advance, has run one way. The stock closed near $719, about 8% under Zuckerberg's sale price and far below the Street's highest target, $1,000 at Wells Fargo.
· 4 min read
Health
Alphabet and Meta buy a year's head start on Biohub's $1.8 billion biology data; the protein model ships free
Biohub, the DOE and NIH committed $1.8 billion on October 7 to AI-ready biological data. Corporate funders get a one-year head start; the ESM protein models, once a $142 million venture bet, now ship free under an MIT license.
· 3 min read
Money
PayPal lands Ticketmaster processing and a Meta checkout slot; branded wallet grew just 2%
In three days PayPal became Ticketmaster's preferred wallet and primary processor, shipped its checkout inside UK e-commerce software, and took one of four slots in Meta's in-chat checkout test. A stock down 27% on the year waits on October 27 earnings to learn which checkout pays.
· 3 min read
Deals
Anthropic Wants $2 Trillion of Public Money and None of Its Votes
Seven founders who own about 2% of Anthropic each are asking shareholders for 50.1% of the vote, ahead of a listing buyers price at $1.8 trillion to $2 trillion. It is the one leg of the deal neither camp has priced.
· 3 min read
Platforms
Meta's Muse gets a revenue line: a toll on everything the agent buys
Two weeks after launch, Meta's agent app has Walmart, Best Buy, Gap, Sephora and Wayfair in its checkout, Shopify's Shop Pay as the rail, and a named business model: a small fee on every purchase it completes. Amazon has already shut its gate.
· 3 min read
Policy
One judge now holds Meta's privacy bill, and the bids are $3.45 billion and $40 billion
New Mexico asked a Santa Fe judge for $35 billion to $40 billion after a jury found 43.9 million privacy violations. Judge Francis Mathew rules by late October, and the bill lands on a stock just off its best month since 2022.
· 3 min read
Labor
PayPal's cut list names the engineers behind its $1.5bn AI bet
A WARN filing on 31 August names 251 San Jose exits, more than 100 of them engineering jobs, effective 30 October: the first document showing who pays for Enrique Lores's $1.5bn AI-funded savings plan. Three weeks later PayPal took a seat on Meta's Muse checkout rail, a rail priced at zero for now.
· 3 min read
Platforms
The Man Who Scaled ServiceNow to $10 Billion Now Sells Meta's AI at $2 per Million Tokens
Meta made CJ Desai, who scaled ServiceNow from $1.5 billion to over $10 billion annualized, its first Chief Enterprise Platform Officer on 28 September, the same day ServiceNow told customers to patch an unauthenticated SQL-injection flaw in its AI Platform. The unit he now runs already bills by the token, against an incumbent whose holders pay 81 times earnings for trust.
· 3 min read
Platforms
HubSpot Counts Customers, Meta Gives Away the Agent, Halligan Sells
Meta switched on a free small-business agent that reads the books and sends the invoices just as HubSpot's customer growth runs six points behind its revenue growth. The stock is down 47 percent this year, and the co-founder sold shares every month above its $202.94 last print.
· 3 min read
Money
Meta's best month since 2022 ends with its data-center debt at 91 cents
September added 27% to Meta and Deutsche Bank made the stock a top pick this morning. The capex guide points to the first cash-negative quarter in three years, and $27 billion of off-balance-sheet data-center debt already trades at 91 cents.
· 3 min read
Money
HSBC prices Twilio's Muse windfall at $14 a share; the rally paid $75
HSBC cut Twilio to Reduce with the arithmetic attached: tenfold Muse users, with 30% of them calling daily, still add only 0.8% to revenue, because Meta can route the calls elsewhere. The thesis survived Friday; the price did not.
· 3 min read
Platforms
Unity Rose Nearly 5% on Meta's Glasses, Then Fell 6% on Meta's Game Engine
Meta's Horizon Create and Studio turn text prompts into playable games on Meta's own engine, published straight into Facebook and Instagram feeds. A squeeze that already runs from Unity's ad stack into AppLovin's spreads now starts one layer higher, at the platform.
· 2 min read
Deals
The first number behind Instinct's $10 billion mark: half the book is travel
A day after Sequoia, Benchmark and Coatue paid $1 billion at four times last month's price, Instinct founder Noah Shinn disclosed the book behind the mark: approaching $1 billion in annual transactions, more than half of them travel bookings, on a calculation he did not specify. That is gross volume, not revenue.
· 3 min read
Platforms
After Muse took 6.2% off Airbnb, Chesky promised an agent and the hotels he swore off
Meta's Muse now closes travel bookings and plans to charge merchants a fee for the privilege. Airbnb's answer, on the record at Skift Global Forum: a 2027 in-house agent, plus the hotel chains and flights the company spent 18 years refusing.
· 3 min read
Deals
Meta plugged a $13.3 billion startup into its free agent the week an early investor sold at 225x
Meta's free agent for small businesses lists Lovable beside Stripe and Shopify, and a third of early users already connect it to a business account. Days earlier, a Swedish backer sold Lovable shares at 225 times his money in, a day after the startup claimed a $600 million run-rate.
· 2 min read
Money
MongoDB's Board Doubled Its Buyback the Day After Its CEO Gave Notice
MongoDB's board added $1.0 billion to its share repurchase program on 25 September, the day after CEO CJ Desai gave notice of his resignation. Investors learned of the exit four days later, and of the bigger buyback the day after that; the stock fell 19.9% in between.
· 3 min read
Platforms
Temu spent $962 million on influencers, and 73 of the top 100 were likely fake
Temu's estimated €830 million Meta creator network, spend worth nearly 2 percent of Meta's European ad revenue in a given quarter, went dark within a week of researchers judging 73 of its 100 biggest accounts likely fake. The same quarter, Temu's French traffic fell more than a third while Europe's parcel taxes landed.
· 3 min read
Deals
Meta Hired MongoDB's CEO. MongoDB's Shareholders are freaking out
Zuckerberg hired a sitting public-software CEO away with four days' notice and made Muse's consumer hit an enterprise pillar [1][3]. MongoDB's tape paid the bill: shares down more than 18 percent [4] with guidance reaffirmed [2].
· 3 min read