It was the message of General Director Marek Zuckerberg for investors during his company A combination of earnings in the fourth quarter on Wednesday. During some of the questions and answers with analysts from Wall Street Zuckerberg, he issued many questions about the impressive AI Deepseek models and their implications for AI Meta strategy. He said that what Deepseek was able to achieve with relatively tiny money, “only strengthened our belief that this was the right focus.”
Zuckerberg noticed that “there are many innovative things they have done, we are still digested” and that the finish plans to implement “progress” of Deepseek in Llam. Deepseek caused a huge sale in AI shares because of fear that models will no longer need such high computing power. Zuckerberg tried to distract the fears that billions of dollars they spend on the GPU will be wasted: “I still think that very much investing in Capex, and Infra will be a strategic advantage over time.”
His argument is consistent with the growing consensus that computing resources will pass from the training phase of the development of artificial intelligence in the direction of support in models of better “reason”. According to Zuckerberg’s own words, “this does not mean that you need less calculation” because you can “use more calculations when applying to generate a higher level of intelligence and a higher quality of services.” According to Zuckerberg, Meta is preparing for the release of Llam 4 with multimodal and “agency” possibilities in the coming months. He expects AI META assistant to reach a billion users this year.
He also took a thinly veiled stab at Openai, Anthropic and other unprofitable startups, noticing that the finish has a “strong business model” to support about $ 60 billion, which will spend this year on artificial intelligence, compared to others who do not necessarily run business Models supporting him for balanced. “
Zuckerberg also decided to praise President Donald Trump. “We now have an American administration that is proud of our leading companies, he prioritized American technology” and “will defend our values and interests abroad,” he said. Just before the combination of profits, the messages appeared that the finish pays Trump $ 25 million to resolve the claim, which he brought against the company for the ban on his account after the creation of January 6. (The vast majority of money will pay for the Trump’s presidential library).
Meanwhile, the finish line is a cash printing machine. Income on the fourth quarter From 2024 it was $ 48.39 billion-22 % increase compared to last year-when net profit was stunning worth $ 20.8 billion (compared to the year earlier). During the conversation, CFO Susan Li said that the finish “did not notice any noticeable influence” on changes in content policy on advertising expenses. 3.35 billion people used at least one of the META applications daily in the fourth quarter-5 % enhance compared to last year.