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13.03.26 - 21:54
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Meta Cable Expansion Stalled by Iran Conflict | Bloomberg Tech 3/13/2026 (Bloomberg)
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Bloomberg's Ed Ludlow discusses the impact the conflict with Iran is having on AI investments in the Middle East, as Meta pauses part of its major internet-expansion efforts in Africa. Plus, Adobe CEO Shantanu Narayen will resign amid skepticism about the company's ability to thrive in the AI era. And, S&P Dow Jones Indices is considering changes to rules governing how companies join its index, which could fast-track SpaceX's entry after its IPO. (Source: Bloomberg)...
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13.03.26 - 20:42
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META Delays AI Rollout Because It Sucks, May License Gemini; Musk Reboots xAI ′From The Foundations Up′ (ZeroHedge)
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META Delays AI Rollout Because It Sucks, May License Gemini; Musk Reboots xAI 'From The Foundations Up'
Mark Zuckerberg bet the farm on AI supremacy, and this year's crop is infested with bugs.
According to a new report, Meta has quietly pushed back the launch of its next-generation foundational AI model, internally code-named Avocado, from this month until at least May. The reason? Internal tests showed it underperforming on key benchmarks for reasoning, coding, and writing - trailing rivals like Google's Gemini 3.0, even as it beat Meta's own prior efforts and older Google models.
The model, code-named Avocado, outperformed Meta's previous A.I. model and did better than Google's Gemini 2.5 model from March, two of the people said. But it has not performed as strongly as Gemini 3.0 from November, they said. -NYT
This delay arrives after Zuckerberg has poured unprecedented resources into the race. Meta is guiding for $115–135 billion in capital expenditures this year alone - nearly d...
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13.03.26 - 16:36
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Avocado on Ice: Can Meta Afford to Pause While Google and OpenAI Sprint Ahead? (24/7 Wall St.)
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In December, media reports first surfaced that Meta Platforms (NASDAQ:META) was quietly developing a next-generation AI model code-named Avocado, positioned as the successor to its popular Llama series of large language models. The model had been internally targeted for a first-quarter launch, meaning this month. Yesterday, though, The New York Times reported that Meta has ... Avocado on Ice: Can Meta Afford to Pause While Google and OpenAI Sprint Ahead?
The post Avocado on Ice: Can Meta Afford to Pause While Google and OpenAI Sprint Ahead? appeared first on 24/7 Wall St.....
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13.03.26 - 14:54
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Meta vertagt Avocado – doch das ist nur die halbe Wahrheit (Der Aktionaer)
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Schreckmoment für Meta-Aktionäre? Einem Insiderbericht zufolge soll das neue KI-Modell Avocado des Social-Media-Konzerns hinter Gemini und Claude zurückbleiben. Der Launch verschiebt sich auf Ende des zweiten Quartals. Für einen Abgesang auf Metas KI-Strategie ist es dennoch zu früh....
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13.03.26 - 13:57
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Futures At Session Highs After Oil Drops Below $100 On India Hormuz Transit Hopes (ZeroHedge)
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Futures At Session Highs After Oil Drops Below $100 On India Hormuz Transit Hopes
US stock futures rebounded from their overnight selloff, and were trading near session highs after three days of losses on Wall Street as Brent slipped below $100 a barrel and investors waited to see if the war in the Middle East would escalate further. The catalyst for the bounce was news that India asked Iran to allow its tanker armada through Hormuz, which would lead to a substantial easing of the global oil shipping blockade. And while it remains to be seen if this will pave the way for other flows through the strait, for now futures have rebounded with Emini S&P futures up 0.3% at 6700 and Nasdaq futures rising 0.4%; in premarket trading Mag 7 stocks are flattish except for the -1.4% decline in META after it delayed the rollout of its new frontier model “Avocado.” Bond yields reverse an earlier rise and were flat higher this morning while the USD is 0.4% higher, with DXY now reaching above 100. Oil pr...
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