MercadoLibre (MELI): AI is writing the code now [Q2 2026]

MercadoLibre's Q2 revenue crossed the $10 billion mark, but the real story is their deliberate margin compression and an unprecedented AI engineering takeover.In ~10 minutes:• Why 50% YoY revenue growth triggered an after-hours margin panic• Swallowing upfront hardware losses to lock in Mexican retail merchants• Freezing developer headcount because AI now writes the majority of code 🤖• Defying Latin American default cycles with a 75% credit expansionDespite market fears over sinking short-term profitability, management is aggressively weaponizing their balance sheet. By absorbing the structural inflation of memory chips and subsidizing regional shipping, they are sacrificing today's gross margins to force a permanent ecosystem lock-in.Company: MercadoLibre, Inc. (MELI) | Q2 FY2026AI-assisted production. Feedback/ticker requests: https://x.com/EarnUnscripted.