Zuckerberg Reassures Meta Investors: DeepSeek Woes Won’t Impact Growth

The AI Revolution: CEO Mark Zuckerberg Unveils Plans for Meta’s Future

The future of Artificial Intelligence (AI) has the potential to reshape the world, and Mark Zuckerberg, CEO of Meta, believes that his company is leading the charge. Speaking during his company’s recent quarterly earnings call, Zuckerberg expressed excitement about the AI advancements made by DeepSeek and its potential to revolutionize the industry.

A Stronger Conviction for AI Strategy

Zuckerberg emphasized that Meta’s decision to focus on AI has only grown stronger due to DeepSeek’s impressive accomplishments, despite limited financial resources. "There’s a number of novel things they did we’re still digesting, and we plan to implement those advancements into Llama," he said.

Zuckerberg attempted to quell concerns that Meta’s investment in Graphics Processing Units (GPUs) might become obsolete due to AI’s advancements. He insisted that the massive investment will become a strategic advantage in the long run. This sentiment is consistent with the growing consensus that AI models will eventually require more computational resources for proper functioning.

Llama 4 and a Billion-Strong User Base

Meta is on the verge of releasing Llama 4, an AI-powered assistant that promises multimodal and "agentic" capabilities. Zuckerberg anticipates that the tool will reach one billion users in the coming year. Llama 4 aims to help models "reason" better by utilizing more compute at inference time.

Business Model and Rivals

Zuckerberg also subtly criticized rival companies like OpenAI and Anthropic, noting that Meta’s business model provides the necessary financial support for its substantial AI investment this year (approx. $60 billion). Meanwhile, some AI startups may not have a sustainable business model.

Meta’s Financial Muscle

Meta is reportedly paying $25 million to settle a lawsuit brought by President Donald Trump. While this development seems unrelated to the company’s quarterly earnings, Meta’s financial muscles are evident: revenue for Q4 2024 stood at $48.39 billion (a 22% increase), with a staggering net profit of $20.8 billion (up 43% from a year prior).

Consistent Growth and Positive Outlook

With 3.35 billion people using Meta apps daily in the fourth quarter, the company shows no signs of slowing down. CFO Susan Li reported that the company has yet to see a noticeable impact on ad spending following its recent content policy changes.

As the tech giant continues to push the boundaries of AI development, investors remain optimistic about its future prospects.