Mark Zuckerberg explained how Meta will crush Google and Microsoft in the field of artificial intelligence, and Meta warned that this could cost more than $30 billion annually.


Mark Zuckerberg created a meta game plan to “play to win” against Alphabet and Microsoft In a high-stakes AI arms race. Meta’s Secret Weapon: The Walled Data Garden.

“There are hundreds of billions of publicly shared photos and tens of billions of public videos, which we estimate is larger than the common crawl data set,” Zuckerberg said on a Meta earnings call on Thursday. Competitors Googleand Microsoft and OpenAI, which train their AI models on the public web data their search engines crawl daily.

behind Meta’s generative AI technology is already advancing its battle against other major tech powers (including… appleZuckerberg, whose earnings announcement on Thursday said it will launch a generative AI product later this year), is aiming for “general intelligence,” the as-yet-unproven concept of general-purpose AI that can handle most tasks better than humans.

“We will build the most popular and advanced AI products and services. If we succeed, everyone who uses our services will have a world-class AI assistant to help get things done,” Zuckerberg said, although his management team hinted at the high cost of implementing the project. Meta’s capital expenditures could increase by as much as $9 billion this year, totaling between $30 billion to $37 billion, compared to $28.1 billion in 2023.

The company suggested that this could be the new normal, noting that “we expect our ambitious long-term efforts in AI research and product development to require increased investments in infrastructure beyond this year.”

Perhaps it is no coincidence that Meta announced this First ever cash dividend For investors on Thursday. A new quarterly dividend of 50 cents, coupled with strong results in Meta’s core advertising business, ignited Meta shares, which rose 14.5% in after-hours trading.

Zuckerberg initially revealed his vision for artificial general intelligence Last month in an Instagram Reels video. On Thursday, he expanded on the plan, calling it not just a far-fetched science project, but an effort that will integrate general artificial intelligence into Meta products like FacebookInstagram and WhatsApp.

“Clearly, we will need our models to be able to reason, plan code, remember, and many other cognitive abilities in order to deliver the best versions of the services we envision,” he said. “We play to win here, and I expect we will continue to invest heavily in this area.”

To realize his vision of Meta as an AI leader, Zuckerberg has yet to expand on how Meta user activity will be used as training data for Meta’s AI, and how the company will address potential issues around user privacy.

It remains to be seen whether Zuckerberg’s confidence in the value of Meta’s training data compared to the vast trove of web data used by Google is as big an advantage as he thinks it is. Google has a trove of data YoutubeAnd Google Office and its search engine. However, Google’s AI is closely sourced, so it can only move as fast as engineering talent, while Zuckerberg pointed to his company’s open source Llama model as another key advantage.

Earnings aside, this has been a big week for the Meta boss. It was Zuckerberg yesterday Appealed during a US Senate session Hearing where it is, especially, I stood up and apologized For families whose children have died from the harms of social media. (Although he did not agree to compensate the families for the damages they suffered at Senator Hawley’s request.)

While the apology may have been painful for Zuckerberg, his net worth rose by $1.6 billion (per Forbes) on Thursday with Meta stock’s performance.

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