META
Mark Zuckerberg isn’t worried about DeepSeek’s AI breakthroughs.
On Meta’s Q4 earnings call, he told investors that DeepSeek’s progress only confirms that Meta is on the right track.
While Meta is still analysing DeepSeek’s approach, it plans to add some of these advancements to its Llama AI models.
Investors are concerned that AI models might soon need less computing power, raising questions about Meta’s heavy spending on GPUs.
Zuckerberg pushed back, saying AI development is shifting from training to improving reasoning, which will still require major infrastructure.
Meta is preparing to launch Llama 4 with more advanced AI capabilities and expects its AI assistant to reach a billion users this year.
Zuckerberg also pointed out that Meta has a solid business model, unlike some AI startups that might struggle to sustain large investments.
Financially, Meta remains strong:
Q4 2024 revenue: $48.39 billion (up 22% year-over-year).
Net profit: $20.8 billion (a 43% increase from last year).
3.35 billion people used a Meta app daily in Q4 (5% growth from last year).
Meta’s bank account is just fine
Despite changes to its content policies, Meta’s ad business remains steady.
The company is focused on long-term AI growth, infrastructure, and keeping its lead in the industry.
Zuckerberg: “That’s cute” — proceeds to build a bigger LLaMa.