I know it's selling him short but I can't help but feel like Zuckerberg is one of the luckiest tech CEOs out there. From all the way back in the mid 2000s when FB totally whiffed on smartphones (Google bought Android and pivoted hard, Facebook could have done the same and just... didn't) I've never come away with any clear sense of what Zuck thinks Facebook is or should be. He took initial market advantage and made a bunch of really smart acquisitions from people who actually do have ideas and then just disappeared into a weird world of VR and whatever.
In a way I'm not surprised by this AI stuff. I don't think Zuckerberg uses Facebook in any meaningful way and I think he's so off in his own world that he doesn't even understand how the average person operates any more. It's just like when they pivoted too hard to video, or too hard to chatbots. AI profiles = traffic growth = good. That's all there is to it. There's no overarching vision at work.