🍭 Meta AI Now Have A Price 💸

Good morning. Meta just launched four subscription tiers, two app upgrades, and a creator plan. Somewhere in their office, a whiteboard has more pricing options than a rental car counter.

Let’s dive in 👇

🍭 What’s Cookin’:

• Meta finally puts a price tag on AI

• Micron joins the trillion-dollar club

• ByteDance considering $70B in AI capex

• Cognition's Devin agent hits a $492M run rate

Meta’s
📱 AI Monetization Scramble

The Bite:

Meta is selling consumer subscriptions to Meta AI for the first time.

Two tiers launch next month under the brand "Meta One":

• Meta One Plus at $7.99/month

• Meta One Premium at $19.99/month.

The paid plans offer higher compute capacity, deeper reasoning in "thinking mode," and expanded image and video generation across Facebook, Instagram, WhatsApp, and the standalone Meta AI app.

Free access remains but with usage limits.
Testing begins in Singapore, Guatemala, and Bolivia before a planned global rollout.

Separately, Meta is launching Instagram Plus and Facebook Plus at $3.99/month and WhatsApp Plus at $2.99/month with cosmetic upgrades, plus creator/business tiers at $14.99 and $49.99/month.

Snacks:

• Meta One Plus ($7.99/mo) targets frequent image/video generation users; Premium ($19.99/mo) adds higher usage caps and deeper reasoning

• The $19.99 price matches ChatGPT Plus and Google's AI Pro tier; the $7.99 entry sits below any current competitor

• Q1 2026 non-advertising revenue was $1.29B (including hardware), vs. $55B+ from ads in the same quarter

• Meta raised 2026 capex guidance to $125–$145B, up from $115–$135B one quarter earlier

• Meta cut 8,000 jobs in May to redirect spending from people to compute

• Head of subscriptions Helen Ma said Meta plans to sell access to AI agents alongside these offerings in the future

Why it Bites:

The pricing tells you more than the press release does.

At $7.99, Meta One Plus undercuts every frontier AI subscription on the market.
At $19.99, Meta One Premium matches ChatGPT Plus exactly.

And then there's other six subscription products launched under one umbrella, each targeting a different user with a different price point and a different value prop.

Meta doesn’t seem to have a clear monetization thesis.
It feels like they’re testing every door in the hallway.

The math explains the urgency.

Meta is spending up to $145 billion on AI infrastructure this year.
Even if 50 million users convert at $7.99, that's $4.8 billion a year.

Meaningful, but nowhere near the capex line.

The subscription is just the opening move.
But the billing infrastructure is what calls out their game.

Meta AI sits inside apps used by 3.3 billion people daily.

Helen Ma's comment about selling AI agents alongside these tiers is the tell:

Meta isn't charging for chat upgrades. It's building the onramp for a future where agents shop, book, and transact on your behalf.

The subscription is the door. The toll booth comes later.

Plaid
📈 AI is raising the bar in finance

Over half of Americans have used AI to manage their finances.
And they're not going back. 

The State of Intelligent Finance, Plaid's latest report in partnership with the Harris Poll, surveyed 2,000+ American adults on how AI is changing what people expect from financial products.

Consumers want products that understand their situation, guide their decisions, and act on their behalf. Trust hinges on transparency and accountability.

The report covers:

• Where consumers are most ready to let AI take action?

• What builds trust and what breaks it?

• How teams can turn rising expectations into a competitive advantage?

Steal This Prompt
🍕 Exploding Food Shot

Turns any food, snack, or product into a mid-air “I survived the flavor blast” hero image.

Perfect for making food or any other object look like it just got cast in Fast & Furious: Pantry Drift.

Use it to:

• Create scroll-stopping food ads

• Make product shots feel cinematic

• Turn boring packaging into chaos cuisine

Workflow:

1. Hit this link: Exploding Food Shot

2. Paste into your AI model

3. Replace the #s with your food, product, or brand

4. Watch it cook: crumbs flying, cheese stretching, intern emotionally unwell

   Try the prompt on Snack Prompt

_ToolBox™
🧰 5 BRAND NEW AI LAUNCHES

🥞 Pancake
Slack just got middle management. AI agents with jobs, goals, and the audacity to work while you sleep.

🎤 Pitch Agent
Your slide deck just hired a sales coach. Builds polished pitches that actually feel… pitchy.

⚙️ Revolte
Like giving your engineering team an ops intern that ships code, checks security, and opens PRs before standup.

📈 Robinhood Agentic Trading
Let your AI touch the markets (with training wheels). Agents can trade and spend while you keep veto power.

📡 Buffer API
One API to rule your social chaos. Publish everywhere without duct-taping five automations together.

_{Everything Else}
🧠 You Need to Know

💾 Micron Hits $1 Trillion Market Cap On AI Memory Surge
→ UBS tripled its price target to $1,625 and shares jumped 19% in a single day as a global AI memory shortage lets Micron, SK Hynix, and Samsung hike prices.

⚛️ Quantinuum Files $1.05B IPO At $12.7B Valuation
→ The Honeywell-backed quantum computing company will list on Nasdaq under ticker QNT, pricing 21 million shares at $45–$50 with trading expected to begin the week of June 3.

📱 Meta Plans First Paid AI Subscription Tiers
→ Meta is preparing "Meta One" paid tiers for Meta AI across its apps, marking its first direct monetization of consumer AI beyond ad-supported usage.

🏗️ ByteDance Considers Up To $70B In AI Capex This Year
→ The TikTok parent is discussing nearly tripling last year's $25B spend on data centers and AI infrastructure.

💰 Cognition Raises $1B At $26B Valuation For Devin AI Agent
→ The coding-agent startup more than doubled its valuation in under a year as revenue run rate hit $492M.