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Mark Zuckerberg's journey from The Facebook to Meta: the Instagram and WhatsApp acquisitions, the pivot to mobile, the metaverse bet, and the dramatic AI comeback of 2023-2024. How a single founder maintained control through 20 years of reinvention.
Canon
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Zuckerberg invested $10B+ annually in Reality Labs while Wall Street punished the stock by 75%. The courage to persist through a year of being called delusional, then emerging with an AI strategy that proved the investment thesis.
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Meta's 2023-2024 AI renaissance (LLaMA, AI-powered recommendations) was 'lucky' timing. But it worked only because Meta had spent a decade building the GPU infrastructure, data pipelines, and ML research teams that AI required.