Marketplace Tech Meta's big bet on "superintelligence"
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Feb 19, 2026 
Mike Isaac, New York Times tech reporter who covers big tech and product strategy, breaks down Meta's massive capex shift toward AI. He walks through Superintelligence Labs funding and how AI is being folded into ads and products like Ray-Ban glasses. He also discusses the idea of personal superintelligence, Meta’s data edge, and the pivot away from VR toward AI-driven experiences.
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AI Is Powering Meta’s Revenue Surge
- Meta is spending massively on data centers and AI to boost ad targeting and revenue growth.
- Their AI improvements are already driving roughly 20% year-over-year ad revenue gains, per Mike Isaac.
Modest Success Of Meta AI Chatbot
- Mike Isaac notes Meta AI chatbots have modest usage compared with ChatGPT despite being integrated across apps.
- He highlights Meta's scale but limited consumer traction for its chatbot products.
AI In Ray‑Ban Glasses Example
- Mike Isaac describes attempts to add AI functionality into Ray-Ban smart glasses for real‑world assistance.
- The glasses aim to act as an always-on assistant that identifies objects and gives directions.