Meta's Open-Source Crusade Is Also A Fight For Control

Bashar Issa 7.68K Followers Follow Summary Meta Platforms reaffirms its commitment to open-source AI, releasing Muse Glimmer weights and pledging Muse Spark weights later this year. META’s aggressive AI investments have pressured profitability, with Q2’26 adjusted operating margin dropping to 36.8% from 43% YoY. CapEx guidance for 2026 is $130–$145 billion, nearly doubling from 2025, with a focus on data centers and foundational AI models. Despite weak near-term results and monetization uncertainty, META’s core ad business provides a safety net as it pursues long-term AI leadership. J Studios/DigitalVision via Getty Images Investment Thesis Mark Zuckerberg's 6500-word essay is making waves across the AI industry. The Meta ( META ) CEO offered his opinion about key issues and important questions about how to govern AI. His company will This article was written by Bashar Issa 7.68K Followers Follow Bashar is a financial analyst writing on Seeking Alpha, focused on growth stocks, contrarian setups, and market mispricing. His research looks for companies where consensus is missing a shift in earnings power, competitive positioning, or industry structure. Bashar does not invest personally in the stocks he covers. Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.