Meta Platforms Inc. (META): Mark Cuban Outlines His View on AI Race Winners

Usman Kabir

Mon, May 18, 2026 at 4:27 PM EDT 2 min read

We just covered the Mark Cuban Stock Portfolio: 8 Best Stocks to Buy and Meta Platforms, Inc. (NASDAQ:META) ranks 4th on this list.

Although Mark Cuban was bullish on big technology firms like Meta Platforms, Inc. (NASDAQ:META) in the past, he has recently confirmed that he has moved away from investments in these big tech companies to focus on his own ventures like Cost Plus Drugs. Previously, Cuban was a vocal critic of Meta’s multi-billion dollar pivot toward the Metaverse. A few years ago, Cuban gave an interview to Youtube channel Altcoin Daily to outline that buying digital land in the metaverse may not be the best use of your money. While defining the metaverse, he said, “It all comes down to community. Where can you create a community and what’s the impact of that community? Which platforms create the strongest community will be one type of a metaverse”.

More recently, Cuban has talked about AI and how it is impacting companies like Meta Platforms, Inc. (NASDAQ:META). In July last year, reports surfaced that Meta had offered huge signing bonuses in a deal to recruit the Scale AI CEO and other top researchers. Cuban took to social networking platform X to underline that the AI arms race would be won by companies that hoarded top talent and locked up valuable intellectual property. He claimed that, “What people are missing about AI, IMO [in my opinion], is no company is going to spend what will end up being more than a trillion dollars and accept not being dominant”. He also added that, “We are seeing them hire away talent and IP to advance their models. They will start paying to lock up IP they think their models need and the people who create it, just to keep it away from their competitors”.

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