Squawk Pod Davos 2026: Meta Chief Global Affairs Officer Joel Kaplan 1/23/26
Jan 23, 2026
Joel Kaplan, Meta’s chief global affairs officer overseeing public policy and global engagement. He discusses Meta’s $600B AI infrastructure bet and the role of nuclear power. He lays out ambitions for personal superintelligence and Llama’s future. He covers geopolitics, US-China AI rivalry, and navigating tougher European regulation.
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Finance Infrastructure With Strategic Capital
- Invest heavily in data centers and power infrastructure to support frontier AI products.
- Use strategic capital partnerships and a strong core business to finance massive AI builds, Kaplan explains.
Personal Superintelligence At Massive Scale
- Meta aims to build "personal superintelligence" by putting powerful AI into everyday devices and services.
- Joel Kaplan says Meta's 3.5 billion daily users and large infrastructure investment give it a distribution advantage.
Glasses As The Next Computing Form Factor
- Meta pairs device ambitions (Ray-Ban/Oakley glasses) with AI to create always-available personal assistants.
- Kaplan argues glasses are the right form factor for AI that sees, hears, and talks to users throughout the day.