做好迎接動(dòng)蕩的準(zhǔn)備,并保持耐心。這是馬克·扎克伯格周三向Meta股東們傳達(dá)的信息。他解釋了在人工智能領(lǐng)域投資數(shù)百億美元的決策。在人工智能領(lǐng)域的大規(guī)模投資需要持續(xù)多年,才能看到任何有意義的回報(bào)。
作為Meta的聯(lián)合創(chuàng)始人和CEO,扎克伯格表示,他最近對(duì)于公司在競(jìng)爭(zhēng)激烈的生成式人工智能服務(wù)市場(chǎng)占據(jù)主導(dǎo)地位的前景變得更加樂(lè)觀,而且他總結(jié)說(shuō)“投資人工智能是明智的決策”。Meta旗下包括Instagram、Facebook和WhatsApp等應(yīng)用。
扎克伯格在公司第一季度業(yè)績(jī)電話會(huì)議上表示,這可能會(huì)令投資者不滿。在他結(jié)束演講幾個(gè)小時(shí)后,Meta股價(jià)下跌超過(guò)15%。 “歷史上,在公司投資和推廣尚未開(kāi)始盈利的新產(chǎn)品階段,公司股價(jià)經(jīng)常會(huì)出現(xiàn)波動(dòng)。”
Meta在周三表示,今年,推動(dòng)人工智能宏大目標(biāo)的資本支出總計(jì)達(dá)到400億美元,比其在去年10月確定的規(guī)模多了50億美元。而且該公司表示,未來(lái)幾年還會(huì)持續(xù)增加投入。扎克伯格說(shuō)道:“這個(gè)過(guò)程可能需要幾年時(shí)間。”
但他也指出,“明智的投資者”會(huì)抓住機(jī)會(huì),保持耐心。畢竟,他表示,公司以前曾經(jīng)經(jīng)歷過(guò)這樣的階段,例如對(duì)Reels和Stories等產(chǎn)品的投資,后來(lái)都帶來(lái)了回報(bào)。
直接請(qǐng)求華爾街保持耐心,這凸顯出Meta加入人工智能軍備競(jìng)賽所面臨的風(fēng)險(xiǎn)。據(jù)媒體報(bào)道,微軟(Microsoft)計(jì)劃投入高達(dá)1,000億美元,與ChatGPT的開(kāi)發(fā)者OpenAI合作建設(shè)一個(gè)專(zhuān)用人工智能數(shù)據(jù)中心。谷歌(Google)的母公司Alphabet多年來(lái)一直在大力投資人工智能。
谷歌和微軟都可以通過(guò)自有的云服務(wù)業(yè)務(wù)將對(duì)人工智能的投資實(shí)現(xiàn)盈利,但Meta卻沒(méi)有云服務(wù)業(yè)務(wù)。不過(guò),扎克伯格表示,除了傳統(tǒng)廣告業(yè)務(wù)外,“計(jì)算”收費(fèi)將是利用人工智能技術(shù)產(chǎn)生收入的一種方式。
扎克伯格稱(chēng)他之所以對(duì)Meta在人工智能領(lǐng)域的前景越來(lái)越有信心,是因?yàn)楣咀罱l(fā)布的大語(yǔ)言模型Llama 3,以及在幾個(gè)國(guó)家推出的該技術(shù)的消費(fèi)者版本Meta AI。扎克伯格表示,有數(shù)千萬(wàn)人已經(jīng)使用過(guò)Meta AI,公司計(jì)劃未來(lái)幾個(gè)月面向更多用戶(hù)推出該產(chǎn)品。
目前,用戶(hù)與Meta AI互動(dòng)不會(huì)產(chǎn)生任何直接收入,但扎克伯格反復(fù)提到公司以往在產(chǎn)品達(dá)到足夠規(guī)模后實(shí)現(xiàn)盈利的成績(jī),只是他并沒(méi)有預(yù)測(cè)實(shí)現(xiàn)盈利的時(shí)間。
“我們現(xiàn)在要證明公司有能力開(kāi)發(fā)領(lǐng)先的模型,因此我認(rèn)為投資人工智能是合理的決策。我們會(huì)堅(jiān)持投資。而且我認(rèn)為這將是一筆很好的長(zhǎng)期投資。”(財(cái)富中文網(wǎng))
翻譯:劉進(jìn)龍
審校:汪皓
Meta CEO馬克·扎克伯格。TOM WILLIAMS/CQ-ROLL CALL, INC VIA GETTY IMAGES
做好迎接動(dòng)蕩的準(zhǔn)備,并保持耐心。這是馬克·扎克伯格周三向Meta股東們傳達(dá)的信息。他解釋了在人工智能領(lǐng)域投資數(shù)百億美元的決策。在人工智能領(lǐng)域的大規(guī)模投資需要持續(xù)多年,才能看到任何有意義的回報(bào)。
作為Meta的聯(lián)合創(chuàng)始人和CEO,扎克伯格表示,他最近對(duì)于公司在競(jìng)爭(zhēng)激烈的生成式人工智能服務(wù)市場(chǎng)占據(jù)主導(dǎo)地位的前景變得更加樂(lè)觀,而且他總結(jié)說(shuō)“投資人工智能是明智的決策”。Meta旗下包括Instagram、Facebook和WhatsApp等應(yīng)用。
扎克伯格在公司第一季度業(yè)績(jī)電話會(huì)議上表示,這可能會(huì)令投資者不滿。在他結(jié)束演講幾個(gè)小時(shí)后,Meta股價(jià)下跌超過(guò)15%。 “歷史上,在公司投資和推廣尚未開(kāi)始盈利的新產(chǎn)品階段,公司股價(jià)經(jīng)常會(huì)出現(xiàn)波動(dòng)。”
Meta在周三表示,今年,推動(dòng)人工智能宏大目標(biāo)的資本支出總計(jì)達(dá)到400億美元,比其在去年10月確定的規(guī)模多了50億美元。而且該公司表示,未來(lái)幾年還會(huì)持續(xù)增加投入。扎克伯格說(shuō)道:“這個(gè)過(guò)程可能需要幾年時(shí)間。”
但他也指出,“明智的投資者”會(huì)抓住機(jī)會(huì),保持耐心。畢竟,他表示,公司以前曾經(jīng)經(jīng)歷過(guò)這樣的階段,例如對(duì)Reels和Stories等產(chǎn)品的投資,后來(lái)都帶來(lái)了回報(bào)。
直接請(qǐng)求華爾街保持耐心,這凸顯出Meta加入人工智能軍備競(jìng)賽所面臨的風(fēng)險(xiǎn)。據(jù)媒體報(bào)道,微軟(Microsoft)計(jì)劃投入高達(dá)1,000億美元,與ChatGPT的開(kāi)發(fā)者OpenAI合作建設(shè)一個(gè)專(zhuān)用人工智能數(shù)據(jù)中心。谷歌(Google)的母公司Alphabet多年來(lái)一直在大力投資人工智能。
谷歌和微軟都可以通過(guò)自有的云服務(wù)業(yè)務(wù)將對(duì)人工智能的投資實(shí)現(xiàn)盈利,但Meta卻沒(méi)有云服務(wù)業(yè)務(wù)。不過(guò),扎克伯格表示,除了傳統(tǒng)廣告業(yè)務(wù)外,“計(jì)算”收費(fèi)將是利用人工智能技術(shù)產(chǎn)生收入的一種方式。
扎克伯格稱(chēng)他之所以對(duì)Meta在人工智能領(lǐng)域的前景越來(lái)越有信心,是因?yàn)楣咀罱l(fā)布的大語(yǔ)言模型Llama 3,以及在幾個(gè)國(guó)家推出的該技術(shù)的消費(fèi)者版本Meta AI。扎克伯格表示,有數(shù)千萬(wàn)人已經(jīng)使用過(guò)Meta AI,公司計(jì)劃未來(lái)幾個(gè)月面向更多用戶(hù)推出該產(chǎn)品。
目前,用戶(hù)與Meta AI互動(dòng)不會(huì)產(chǎn)生任何直接收入,但扎克伯格反復(fù)提到公司以往在產(chǎn)品達(dá)到足夠規(guī)模后實(shí)現(xiàn)盈利的成績(jī),只是他并沒(méi)有預(yù)測(cè)實(shí)現(xiàn)盈利的時(shí)間。
“我們現(xiàn)在要證明公司有能力開(kāi)發(fā)領(lǐng)先的模型,因此我認(rèn)為投資人工智能是合理的決策。我們會(huì)堅(jiān)持投資。而且我認(rèn)為這將是一筆很好的長(zhǎng)期投資。”(財(cái)富中文網(wǎng))
翻譯:劉進(jìn)龍
審校:汪皓
Brace for turbulence, and have patience. That was Mark Zuckerberg’s message to Meta shareholders on Wednesday as he explained his decision to plow tens of billions of dollars into a multi-year AI spending spree that will precede any meaningful payoff.
The cofounder and CEO of Meta, which owns Instagram, Facebook, and WhatsApp, said that he’d recently become more optimistic about the company’s prospects to dominate the highly competitive market for generative AI services, and that he’d concluded that “it makes sense to go for it.”
That may not sit well with investors, Zuckerberg acknowledged during the company’s first quarter earnings call —and shares of Meta were down by more than 15% after hours as he spoke. “We’ve historically seen a lot of volatility in our stock during this phase of our product playbook where we’re investing and scaling a new product but aren’t yet monetizing it.”
Meta said Wednesday that the capital expenditures to power its AI ambitions could total $40 billion this year, up to $5 billion more than it had earmarked in October. And costs will only go up in the years to come, the company said. “This is likely going to take several years,” he said.
But Zuckerberg also made a point to note that “smart investors” will recognize the opportunity at hand and be patient. After all, the company has been through this before, he said, pointing to investments in products like Reels and Stories that have since paid off.
The direct appeal to Wall Street for patience underscores the risk of the AI arms race that Meta is committing itself to. Microsoft reportedly plans to spend up to $100 billion to build a specialized AI datacenter with ChatGPT-maker OpenAI. And Google-owner Alphabet has been investing heavily in AI for years.
While Google and Microsoft both have cloud businesses that serve as vehicles to monetize their AI investments, Meta is not in the cloud business. But Zuckerberg hinted that charging for “compute” could be one avenue for generating revenue from its AI technology, along with its traditional advertising business.
Zuckerberg ascribed his increasing confidence in Meta’s AI prospects to the company’s recently released Llama 3 large language model, and the technology’s consumer version of it, dubbed Meta AI in a few countries. Tens of millions of people have already tried Meta AI, Zuckerberg said, and the company is planning to roll it out to more users in the coming months.
Meta doesn’t generate any direct revenue when users interact with Meta AI right now, but Zuckerberg repeatedly pointed to the company’s track record of monetizing its products when they reach sufficient scale—he just didn’t say when that moment would be.
“What we’ve shown now is we have the ability to build leading models in our company so I think it makes sense to go for it. And we’re going to. And I think it’s going to be a good long term investment.”