Meta Platforms' CTO Calls Llama 4 a Disappointment, New AI Model Promising
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 24 2026
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Should l Buy META?
Source: Benzinga
- Llama 4 Internal Critique: Meta's CTO Andrew Bosworth described Llama 4 as a 'disappointment' at the World Economic Forum, noting its lack of focus and underperformance in specific areas, highlighting challenges and uncertainties in the company's AI endeavors.
- New Model Outlook: Despite Llama 4's shortcomings, Bosworth stated that the new AI model is 'looking really good' and is set for release in the first half of this year, indicating Meta's ongoing commitment to AI technology exploration and improvement.
- Workforce Reduction: Meta's Reality Labs division has cut 10% of its workforce due to lagging VR headset sales, which not only affects employee morale but may also negatively impact the company's innovation capacity, reflecting shifts in market demand.
- Leadership Challenges: Alexandr Wang, founder of Scale AI, feels 'suffocated' by CEO Mark Zuckerberg's close oversight, which reportedly slows AI project progress, revealing tensions in internal management dynamics.
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Analyst Views on META
Wall Street analysts forecast META stock price to rise
44 Analyst Rating
37 Buy
6 Hold
1 Sell
Strong Buy
Current: 674.720
Low
655.15
Averages
824.71
High
1117
Current: 674.720
Low
655.15
Averages
824.71
High
1117
About META
Meta Platforms, Inc. is building human connections, powered by artificial intelligence and immersive technologies. The Company's products enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality (VR) and mixed reality (MR) headsets, augmented reality (AR), and wearables. It also helps people discover and learn about what is going on in the world around them, enabling people to share their experiences, ideas, photos, videos, and other content with audiences ranging from their closest family members and friends to the public at large. The Company's segments include Family of Apps (FoA) and Reality Labs (RL). FoA segment includes Facebook, Instagram, Messenger, WhatsApp and Threads. RL segment includes its virtual, augmented, and mixed reality related consumer hardware, software and content. Its product offerings in VR include its Meta Quest devices, as well as software and content available through the Meta Horizon Store.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.

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