Saying the quiet part out loud and founder credits

Good on Zuck to say the quiet part out loud:

“Historically, investing to build these new scaled experiences in our apps has been a very good long-term investment for us and for investors who have stuck with us,” Zuckerberg said on the first quarter earnings call, drawing an analogy to the rollouts of Stories and Reels. “And the initial signs are quite positive here, too. But building the leading AI will also be a larger undertaking than the other experiences we’ve added to our apps, and this is likely going to take several years.”

Zuckerberg: It will take Meta years to make money from generative AI - The Verge

Founder credits aren't infinite and should be leveraged to make strategic bets for an enterprise. He's using the credits wisely to set expectations. TBD if this is the right bet, but it sure is a bet and must be indicated as such. This is good for morale, good to focus on the right outcomes and in the long term, the right signal to the market. Kudos.