He had a message from CEO Mark Zuckerberg to investors during his company. Fourth quarter earnings call On Wednesday. During the Q&A part of the call with Wall Street Analysts, Zuckerberg raised several questions about the influential AI model of Deepsac and what the implications are for the Meta's AI strategy. He said that Deepsek which was able to fulfill with relatively low money, he “only strengthened our belief that this is the right thing that is to be focused on.”
Zuckerberg mentions that “there are many novels items that they still have to digest” and Meta plans to implement Dipsek's “progress” in the Lama. Deepsac causes large -scale sales in AI shares Due to the apprehensions that the model will no longer need more computing power. Zuckerberg tried to resolve concerns that the billions of dollars he is spending on the GPU would be ruined: “I think it is going to be a strategic benefit over time to invest very heavy in Capex and Infra. “
Their argument is in line With increasing consent These computing resources will proceed with the better “reason” to the model moving beyond the training phase of AI development. In Zuckerberg's own words, it does not mean that you need less calculation “because you can apply more calculations at an estimated time to generate high levels of intelligence and high quality of service.” According to Zuckerberg, the meta is set to release Lama 4 with multimodal and “agent” capabilities in the coming months. He hopes that AI assistants of Meta will reach one billion users this year.
He also took a thin veil jab in openi, anthropropic, and other unprofitable startups, given that Meta has a “strong business model” to support around $ 60 billion that will spend on AI this year. Model to support it on a permanent basis. ,
Zuckerberg also ensured praising President Donald Trump. “Now we have an American administration that proud of our major companies, prioritizing winning American technology,” and “will protect our values ​​and interests abroad,” he said. In moments before earning calls, news broke Meta is paying $ 25 million to Trump for prosecution He brought against the company to ban his account after the January 6 rebellion. (Most of the money is going to pay for Trump's President's Library.)
Meanwhile, Meta is a cash-printing machine. Income For fourth quarter Out of 2024, 48.39 billion-perpetrators growth of 22 percent from a period of dollars-when the net profit was $ 20.8 billion (up to 43 percent from a year ago). During the earnings call, CFO Susan Lee said Meta has not seen “no noticeable effect” Material policy At advertising expenses. 3.35 billion people used at least one app of meta daily in the fourth quarter-5 percent increase from earlier period.