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Markets2026-07-30 · source-backed
On Meta's Q2 2026 call July 29: "We see a large enterprise opportunity to sell to businesses, including APIs, business agents, potentially selling compute directly, and other services," with the revenue model stated as "We will get paid when we deliver results for those businesses." He also flagged internal coding and productivity tools as a commercial opportunity, while cautioning it "would be foolish" to sell all available compute for short-term profit. No products, pricing, or timelines. But an advertising company defaulting to outcome-based billing for software is a real signal about which pricing model wins, and Meta entering horizontal business software is a new competitive vector for every incumbent.
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Roo Code announced it will archive its VS Code extension repo on May 15 and merge back into Cline, the project it originally forked from. CEO Matt Rubens said the team needs to "constantly destroy and recreate to keep up with what's newly possible." Translation: the extension...
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