Read more at source.
Read more at source.
Zuckerberg acknowledged DeepSeek's impressive AI models and stated that their achievements have reaffirmed Meta's focus on AI. He revealed that Meta is digesting the novel aspects of DeepSeek's work and plans to implement these advancements into Llama. Despite fears that AI models will require less computing power, Zuckerberg remains confident that Meta's significant spending on GPUs will not be in vain.
Zuckerberg believes that computational resources will shift from the training phase of AI development to enhancing model reasoning. He emphasized that this doesn't mean less compute is needed, as more can be applied at inference time to generate higher intelligence and quality of service. Meta is preparing to release Llama 4 with multimodal and agentic capabilities, and Zuckerberg expects Meta's AI assistant to reach one billion users this year.
Zuckerberg praised the current US administration's support for leading tech companies and defended Meta's decision to settle a lawsuit with former president Donald Trump. Meta reported a 22-percent increase in revenue for the fourth quarter of 2024, with a net profit of $20.8 billion, a 43-percent increase from the previous year. CFO Susan Li confirmed that Meta's content policy changes have not significantly affected ad spending.
I continue to think that investing very heavily in CapEx and infra is going to be a strategic advantage over time - Mark Zuckerberg
