Tech
Mark Zuckerberg
Mark Zuckerberg
AI-colored glasses

Ahead of earnings, Meta CEO Zuckerberg posts manifesto about superintelligence

Meta: Personal devices like smart glasses will become our primary computing devices.

Rani Molla

Meta CEO Mark Zuckerberg posted a mini manifesto about superintelligence this morning, ahead of the company’s earnings report this afternoon. It includes plenty of standard AI booster fare about AI that’s more capable than humans being near and how it will bring about the next Industrial Revolution and make the world a better place.

The note zeroes in on the idea of bringing “personal superintelligence” to the masses to help users “achieve your goals, create what you want to see in the world, experience any adventure, be a better friend to those you care about, and grow to become the person you aspire to be.”

“Personal superintelligence that knows us deeply, understands our goals, and can help us achieve them will be by far the most useful,” Zuckerberg wrote, adding that personal devices like the smart glasses that Meta is working on will be the primary device through which people can access the tech.

Analysts expect Meta’s profit growth to be the slowest it’s been in two years and think the company’s AI endeavors, like its superintelligence team, will drive up capex.

Here’s the whole note:

“Over the last few months we have begun to see glimpses of our AI systems improving themselves. The improvement is slow for now, but undeniable. Developing superintelligence is now in sight.

It seems clear that in the coming years, AI will improve all our existing systems and enable the creation and discovery of new things that aren’t imaginable today. But it is an open question what we will direct superintelligence towards.

In some ways this will be a new era for humanity, but in others it’s just a continuation of historical trends. As recently as 200 years ago, 90% of people were farmers growing food to survive. Advances in technology have steadily freed much of humanity to focus less on subsistence and more on the pursuits we choose. At each step, people have used our newfound productivity to achieve more than was previously possible, pushing the frontiers of science and health, as well as spending more time on creativity, culture, relationships, and enjoying life.

I am extremely optimistic that superintelligence will help humanity accelerate our pace of progress. But perhaps even more important is that superintelligence has the potential to begin a new era of personal empowerment where people will have greater agency to improve the world in the directions they choose.

As profound as the abundance produced by AI may one day be, an even more meaningful impact on our lives will likely come from everyone having a personal superintelligence that helps you achieve your goals, create what you want to see in the world, experience any adventure, be a better friend to those you care about, and grow to become the person you aspire to be.

Meta’s vision is to bring personal superintelligence to everyone. We believe in putting this power in people’s hands to direct it towards what they value in their own lives.

This is distinct from others in the industry who believe superintelligence should be directed centrally towards automating all valuable work, and then humanity will live on a dole of its output. At Meta, we believe that people pursuing their individual aspirations is how we have always made progress expanding prosperity, science, health, and culture. This will be increasingly important in the future as well.

The intersection of technology and how people live is Meta’s focus, and this will only become more important in the future.

If trends continue, then you’d expect people to spend less time in productivity software, and more time creating and connecting. Personal superintelligence that knows us deeply, understands our goals, and can help us achieve them will be by far the most useful. Personal devices like glasses that understand our context because they can see what we see, hear what we hear, and interact with us throughout the day will become our primary computing devices.

We believe the benefits of superintelligence should be shared with the world as broadly as possible. That said, superintelligence will raise novel safety concerns. We’ll need to be rigorous about mitigating these risks and careful about what we choose to open source. Still, we believe that building a free society requires that we aim to empower people as much as possible.

The rest of this decade seems likely to be the decisive period for determining the path this technology will take, and whether superintelligence will be a tool for personal empowerment or a force focused on replacing large swaths of society.

Meta believes strongly in building personal superintelligence that empowers everyone. We have the resources and the expertise to build the massive infrastructure required, and the capability and will to deliver new technology to billions of people across our products. I’m excited to focus Meta’s efforts towards building this future.

– Mark”

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Meta pushes deeper into AI robots with acquisition

Meta just bought robotics AI startup Assured Robot Intelligence, Bloomberg reports, doubling down on its push into humanoid tech. The team will join Meta’s Superintelligence Labs to build models that let robots “understand, predict and adapt to human behaviors in complex environments.”

The goal, Bloomberg says, is to be the Android of robots: building the software and hardware foundation others can use.


The move comes right after China forced Meta to let go of its acquisition of agentic AI startup Manus.

CEO Mark Zuckerberg joins Tesla’s Elon Musk and Amazon’s Jeff Bezos in racing into AI-powered robots.

CEO Mark Zuckerberg joins Tesla’s Elon Musk and Amazon’s Jeff Bezos in racing into AI-powered robots.

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Apple’s capital spending is heading the opposite direction of Big Tech

The big story in Big Tech has been just how much they’re spending on capex to furnish their AI futures. Not only are Alphabet, Amazon, Meta, and Microsoft spending more than ever, they’re also spending more than they said they would just a quarter earlier. In total, their 2026 capital expenditure bill is now slated to surge beyond $700 billion.

Apple, by contrast, continues to take a different approach. The company has lagged peers in developing its own frontier AI models and has leaned more on partnerships. The strategy certainly doesn’t seem to be hurting Apple yet. The company posted record revenue in the March quarter that beat analysts’ expectations this week, even without a robust AI offering.

Apple’s capex actually fell in the March quarter. Its payments for acquisition of property, plant, and equipment totaled about $1.9 billion in its fiscal second quarter, down 36% from roughly $3 billion a year earlier. So on a year-over-year basis, Apple’s capex declined while everyone else’s jumped sharply.

Tesla’s related party transactions in 2025

Elon Musk’s companies more than doubled their spending on each other last year

And that’s before Tesla invested $2 billion in xAI, which it has since converted to a stake in SpaceX.

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Tim Cook: Popular Mac mini and Mac Studio will be constrained for “several months”

Apple may have missed out on the first wave of generative AI when it comes to software, but its hardware is another story.

The current OpenClaw craze — where users run their own AI agents on a dedicated computer in their homes, and chat with it via messaging apps — has made the once sleepy Mac mini and pro-level Mac Studio an unlikely hit.

Reports of shortages are not lost on Apple.

During this week’s earnings call, outgoing CEO Tim Cook acknowledged the supply constraint of the popular desktops:

“On the Mac mini and the Mac Studio, both of these are amazing platforms for AI and agentic tools, and the customer recognition of that is happening faster than what we had predicted. And so we saw higher-than-expected demand.”

Cook noted that the Mac mini was the top-selling desktop computer in China last quarter, where the DIY agentic AI boom is especially popular. In addition to strong customer demand, Cook cited supply chain constraints adding to the problem, which “may take several months to reach supply/demand balance.”

The Mac mini is one of the products that Apple will be making in the US starting later this year.

Reports of shortages are not lost on Apple.

During this week’s earnings call, outgoing CEO Tim Cook acknowledged the supply constraint of the popular desktops:

“On the Mac mini and the Mac Studio, both of these are amazing platforms for AI and agentic tools, and the customer recognition of that is happening faster than what we had predicted. And so we saw higher-than-expected demand.”

Cook noted that the Mac mini was the top-selling desktop computer in China last quarter, where the DIY agentic AI boom is especially popular. In addition to strong customer demand, Cook cited supply chain constraints adding to the problem, which “may take several months to reach supply/demand balance.”

The Mac mini is one of the products that Apple will be making in the US starting later this year.

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Apple’s iPhone is the top-selling smartphone in urban China

Apple’s second-quarter earnings beat expectations and underscore its growing strength in China, where it is closing in on the top spot in the smartphone market.

“We are thrilled with the performance in Greater China,” CEO Tim Cook said, noting that the iPhone was “the top-selling model in urban China.” Cook first called the iPhone the rather than a top-selling model there during the company’s first-quarter earnings earlier this year.

Data from IDC and Counterpoint Research shows Apple accounted for 19% of smartphone shipments in China in the first calendar quarter of 2026, just behind Huawei at 20%. Analysts say Apple is poised to take the lead soon, helped in part by rising memory chip costs, which are pushing up competitors’ prices.

Apple’s China revenue rose 28% in the March quarter, ahead of analyst estimates, and is up 33% in the first half of the year.

Data from IDC and Counterpoint Research shows Apple accounted for 19% of smartphone shipments in China in the first calendar quarter of 2026, just behind Huawei at 20%. Analysts say Apple is poised to take the lead soon, helped in part by rising memory chip costs, which are pushing up competitors’ prices.

Apple’s China revenue rose 28% in the March quarter, ahead of analyst estimates, and is up 33% in the first half of the year.

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