Prof G Markets · Thursday, July 30, 2026
Gil Luria explains that Mark Zuckerberg's controlling interest in Meta allows him to prioritize AI investments, similar to Elon Musk's approach with SpaceX. This owner-founder control, while enabling ambitious AI races, has historically led to Meta trading at a lower multiple of earnings.
“We have to remember that Mr. Zuckerberg has controlling interest in Meta. He's the owner, owner-founder and he treats Meta as such.”
“And if, if Mark Zuckerberg wants to invest because he wants to win the AI race and compete with Anthropic and OpenAI, he gets to decide to do that.”
“And this has been much to the frustration of investors over the years, this is why Meta trades at such a low multiple of earnings. Is because it's Mr. Zuckerberg's show and he gets to decide how to run it.”