Meta’s ambitious push to develop AI agents capable of autonomous tasks like shopping assistance and advertising support has not advanced as quickly as planned, CEO Mark Zuckerberg revealed during a recent internal meeting. This candid update contrasts with earlier optimistic forecasts that promised rapid delivery of AI-powered innovations across Meta’s platforms.

Zuckerberg admitted that the company’s AI projects “have not accelerated in the way we expected” over the past several months. He pointed to challenges following an organizational restructuring designed to accelerate AI development, which included significant layoffs and shifting thousands of employees to AI-focused roles. The CEO acknowledged these changes did not go as seamlessly as hoped, and he expects further missteps as the company refines its approach.

Among the stalled innovations is the highly anticipated AI-driven shopping agents. Meta planned to leverage detailed user data—such as social connections and content interactions—to create personalized shopping experiences on platforms like Facebook and Instagram. However, these features remain absent, highlighting difficulties turning vast data and AI infrastructure investments into consumer-ready products.

Meta has increased its capital expenditure projections substantially, now targeting between $125 billion and $145 billion to fuel extensive AI compute capacity and infrastructure build-out over the next decade. This includes Meta Compute, a major initiative to scale AI processing power to meet future demands. Despite these heavy investments, the timeline for seeing significant financial returns remains uncertain.

At the town hall, Zuckerberg projected that meaningful benefits from AI investments could start materializing within three to six months, potentially late in 2026—more than a year after Meta launched its Superintelligence Labs and began prioritizing AI projects company-wide. The CEO’s remarks underline both the technological and organizational hurdles Meta faces in realizing its AI ambitions.