Meta
Scores out of 100 · Ranks within the 50-company cohort
Target date 2026-09-18
Target date 2027-09-18
Target date 2030-09-18
Our power thesis
Mass consumer distribution gives Meta immediate AI reach. Compute and contracted energy support growth; enterprise authorization remains a weaker force. We expect its score to rise while agent-native competitors climb faster.
Four Forces breakdown
Each force uses the same fixed 0–100 scale. The strongest force and breadth of control determine the Power Score.
| Force | 2026 | 2027 | 2030 |
|---|---|---|---|
| Compute | 90 | 95 | 95 |
| Interface | 95 | 95 | 95 |
| Alignment | 65 | 70 | 80 |
| Energy | 65 | 70 | 80 |
Our forecast
Across our 2026–2030 view, the Power Score rises from 86.9 to 91.3; the rank moves from #4 to #5.
Compute 90 → 95; Alignment 65 → 80; Energy 65 → 80.
The thesis above explains our call. Rank can fall even when power grows if other companies gain faster.
What would change our mind
Meta turns messaging into the dominant environment for commercial agent transactions.
Research behind the judgment
Meta reports 3.6 billion daily active people for June and substantial AI infrastructure spending. Its release distinguishes actual quarterly spending from full-year guidance.
- Q2 2026 results2026-07-29 · Accessed 2026-09-18
Sources inform the factual premises. Force scores, ranks, and forecasts are exmxc’s judgments as of this edition.