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Mark Zuckerberg's Empire Is Now Crumbling
['Ted Gioia']
The Honest Broker
I had many reasons for skepticism about Mark Zuckerberg’s empire, but focused on a single absurd fact in the opening paragraphs.
Meta’s shares have fallen almost $250 per share since then—that’s a decline of half a trillion dollars in market value.
A few days ago, Zuckerberg talked about a plan for selling Meta’s excess AI computing capacity.
Earnings were far below estimates, but free cash flow numbers were a total disaster—down more than 90%.
Below are nine far more terrible revelations about Meta—much worse than the earnings call yesterday.