Meta’s AI Funding Push, a Major PHP Security Flaw and Tesla’s Flat Revenue & Positive Free Cash Flow

Meta is betting Muse AI data-sharing reaccelerates ad growth while Tesla's capital-efficient CapEx and Legora's $200M ARR signal diverging AI monetization paths.

• Meta's AI monetization pivot: Zuckerberg plans to let users share Muse AI data with core Meta apps to boost ad targeting, with 25% of users already shopping via Muse at $200 ASP, per Mizuho's Lloyd Walmsley.
• CapEx funding gets creative: Meta's new share class signals a likely 2026 equity raise; Walmsley expects 2027 CapEx/opex guidance to move higher given 'insatiable' near-term AI demand.

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