Meta's Agentic AI Ambitions

MBI Deep Dives690 FollowersFollow5ShareSavePlay(9min)CommentsSummaryWhen Meta started building their Superintelligence team (MSL) in mid-2025, I certainly expected to see faster progress than what we have seen from them so far.Despite looking like a laggard, Meta also seems to be on a tuck-in acquisition spree every other week these days.Even if Meta remains a laggard in building a SOTA model for the foreseeable future, their core business continues to offer compelling opportunities to integrate AI on top of the model layer.Even though Meta may seem largely absent in the current agentic AI fever, a blog post from Meta last week made me appreciate how it is already using AI agents in their advertising infrastructure. PonyWang/iStock via Getty Images When Meta (META) started building their Superintelligence team (MSL) in mid-2025, I certainly expected to see faster progress than what we have seen from them so far. I wonder if the Llama 4 fiasco, as well as the backlashThis article was written byMBI Deep Dives690 FollowersFollowI have background of working in the sell-side (outside the US) and in a long-only buy-side (US) shop before starting MBI Deep Dives. I also did my MBA, CFA, and FRM. I publish one Deep Dive on a publicly listed company every month.