# Deep Dive: How Meta Plans to Make Money from AI

Page: https://stenobird.com/podcast/the-rundown-6758831/deep-dive-how-meta-plans-to-make-money-from-ai
Text version: https://stenobird.com/podcast/the-rundown-6758831/deep-dive-how-meta-plans-to-make-money-from-ai.md
Podcast: [The Rundown](https://stenobird.com/podcast/the-rundown-6758831)
Published: 2026-07-11T12:28:34+00:00
Episode link: https://podcasters.spotify.com/pod/show/the-rundown6/episodes/Deep-Dive-How-Meta-Plans-to-Make-Money-from-AI-e3lun4r
Audio file: https://traffic.megaphone.fm/APO1228538626.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-rundown-6758831/episodes/deep-dive-how-meta-plans-to-make-money-from-ai
Duration seconds: 667

## Resource

In today's deep dive, Zaid breaks down Meta's new AI playbook to actually make money from AI and justify their $145 BILLION capex. Over the last two weeks, Meta revealed plans to become an AI cloud provider and launched a coding model to take on OpenAI and Anthropic Zaid gets into whether launching a cloud side business actually fixes Meta's AI problem with Wall Street, or just proves the company isn't sure the core bet pays off.

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## Transcript

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