Meta's aggressive AI spending, including $7 billion in increased operating expenses and nearly $20 billion in capital expenditures, has spooked investors despite strong quarterly profits. CEO Mark Zuckerberg emphasized accelerating compute infrastructure for "frontier models" but failed to provide revenue timelines or product specifics, leading to a 12% stock drop wiping over $200 billion in market value. Unlike OpenAI's revenue-generating products, Meta's AI offerings—including its billion-user assistant—remain experimental, with no clear path to monetization amid massive infrastructure investments.