Frustration inside the company has grown, with management reportedly considering leadership changes on the AI team responsible for Llama 4. The delay raises questions about Meta's broader AI strategy, especially as the company plans as much as $72 billion in capital expenditures this year, much of it directed toward AI development and infrastructure. While Meta declined to comment on the timeline or reported internal conflicts, the setback puts pressure on its ability to meet expectations in a highly competitive AI landscape. Separately, Meta is also in the middle of a federal antitrust trial. The company has asked a judge to dismiss the Federal Trade Commission's case, which accuses Meta of maintaining a monopoly by acquiring Instagram and WhatsApp. Meta argued that the FTC has not proven those acquisitions harmed competition or prevented the growth of rival platforms. The outcome of the trial could have long-term implications for the company's business strategy and regulatory risk.