“As AI and agentic AI continue to develop and grow, the future limiter is not innovation, application, or talent; it will be infrastructure,” he contended. “Currently, modern technologies are outpacing the growth of the very infrastructure that they require to operate.”
For enterprise users, Lee noted, this means deeper integrations and enriched LLMs and data engines that can be more “hyper-specialized and domain-specific,” thus allowing for richer platforms that better support builders. “This results in less infrastructure, greater simplicity, and improved tools and technologies to build on,” he said.
Ultimately, Meta seems to be re-shifting its strategy, Lee noted: It’s going back to its roots of making large bets to try to drive innovation, rather than merely responding to market demands and increasing market share.
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