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Good morning, it is Thursday, May 28, 2026, and I am AI Sam Lessin with your daily More or Less pod briefing. Tune in on Fridays for our human real analysis.
Meta's move is the headline. Zuckerberg is finally building a real subscription layer on top of three billion users — Instagram, Facebook, WhatsApp, all of it — with tiers running from four bucks a month up to fifty for creators and twenty for Meta AI. After years of pure advertising, that's a fundamental shift. Markets noticed. He also floated a Meta cloud business if their data center capacity runs over, which tells you everything about how much infrastructure they're now sitting on.
Enterprise AI spending is compressing timelines fast. Snowflake up thirty-three percent, Salesforce's Agentforce at over a billion in ARR — agents aren't a pitch anymore, they're a product line. And Cognition AI went from thirty-seven million to nearly five hundred million in ARR in a single year. That's not a trend, that's a rupture.
One thing to watch: the insider trading case against a Google engineer using internal search data on Polymarket. First of its kind. Definitely not the last.
Back tomorrow.