{"id":832,"date":"2025-07-31T04:18:31","date_gmt":"2025-07-31T00:18:31","guid":{"rendered":"http:\/\/www.actutech.app\/meta-is-playing-the-ai-game-with-house-money\/"},"modified":"2025-07-31T04:18:31","modified_gmt":"2025-07-31T00:18:31","slug":"meta-is-playing-the-ai-game-with-house-money","status":"publish","type":"post","link":"http:\/\/www.actutech.app\/en\/meta-is-playing-the-ai-game-with-house-money\/","title":{"rendered":"Meta is playing the AI game with house money"},"content":{"rendered":"<figure>\n<p><img decoding=\"async\" alt=\"\" data-caption=\"\" data-portal-copyright=\"\" data-has-syndication-rights=\"1\" src=\"https:\/\/platform.theverge.com\/wp-content\/uploads\/sites\/2\/2025\/02\/STK043_VRG_Illo_N_Barclay_1_Meta.jpg?quality=90&amp;strip=all&amp;crop=0,0,100,100\" \/><figcaption>\n\t\t<\/figcaption><\/p><\/figure>\n<p class=\"has-text-align-none\">Mark Zuckerberg\u2019s <a href=\"https:\/\/www.theverge.com\/command-line-newsletter\/687173\/inside-mark-zuckerbergs-ai-hiring-spree\" target=\"_blank\" rel=\"noopener\">AI hiring spree<\/a> is costing a lot of money. His investors don\u2019t care.<\/p>\n<p class=\"has-text-align-none\">Meta\u2019s stock price shot up over 10 percent on Wednesday after the company reported better-than-expected earnings. Revenue generated in the second quarter was $47.5 billion, up 22 percent from a year ago. Daily users across Facebook, Instagram, Threads, and WhatsApp grew to almost 3.5 billion. Meta also warned Wall Street that it would spend more on data centers and hiring next year. In response to all this, the company\u2019s valuation increased by over $175 billion, or more than <a href=\"https:\/\/www.theverge.com\/meta\/685711\/meta-scale-ai-ceo-alexandr-wang\" target=\"_blank\" rel=\"noopener\">12 Scale AI deals<\/a>.<\/p>\n<p class=\"has-text-align-none\">\u201dOur business continues to perform very well, which enables us to invest heavily in our AI efforts,\u201d Zuckerberg said during today\u2019s earnings call. Meta\u2019s cash cannon is now fully pointed at his new moonshot of achieving superintelligence, or as he puts it, AI that \u201csurpasses human intelligence in every way.\u201d He bragged about providing the richly compensated members of his new <a href=\"https:\/\/www.theverge.com\/news\/695355\/mark-zuckerberg-meta-ai-superintelligence-labs\" target=\"_blank\" rel=\"noopener\">superintelligence lab<\/a> \u201caccess to unparalleled compute\u201d for training new models that will \u201cpush the next frontier in a year or so.\u201d\u00a0<\/p>\n<p class=\"has-text-align-none\">Zuckerberg\u2019s last moonshot was the metaverse, which came up only once at the very end of today\u2019s earnings call. It\u2019s too early to compare the two projects, but they share a key similarity: they need the kind of funding that only a company like Meta can provide.<\/p>\n<p class=\"has-text-align-none\">Where AI differs from the metaverse, however, is that it appears to be already improving Meta\u2019s ads business. A new AI model for delivering ads has driven approximately five percent more conversions on Facebook and three percent more conversions on Instagram, according to CFO Susan Li. Large language models are also starting to power how posts are ranked in feeds across the company\u2019s apps, including Threads.\u00a0<\/p>\n<p class=\"has-text-align-none\">While Meta is still spending heavily on the metaverse (it\u2019s on track to spend a total of <a href=\"https:\/\/x.com\/ballmatthew\/status\/1950668540161519625\" target=\"_blank\">$100 billion<\/a> on its Reality Labs division this year), there\u2019s no mistaking the fact that AI is officially Zuckerberg\u2019s top priority. This time, though, he\u2019s playing catch-up in a heated race, not trying to invent a new platform from scratch. The stakes are much higher, even if he\u2019s playing the game with house money.<\/p>","protected":false},"excerpt":{"rendered":"<p>Mark Zuckerberg\u2019s AI hiring spree is costing a lot of money. His investors don\u2019t care. Meta\u2019s stock price shot up [&hellip;]<\/p>","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[1],"tags":[],"class_list":["post-832","post","type-post","status-publish","format-standard","hentry","category-non-classe"],"jetpack_featured_media_url":"","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"http:\/\/www.actutech.app\/en\/wp-json\/wp\/v2\/posts\/832","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/www.actutech.app\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.actutech.app\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.actutech.app\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/www.actutech.app\/en\/wp-json\/wp\/v2\/comments?post=832"}],"version-history":[{"count":0,"href":"http:\/\/www.actutech.app\/en\/wp-json\/wp\/v2\/posts\/832\/revisions"}],"wp:attachment":[{"href":"http:\/\/www.actutech.app\/en\/wp-json\/wp\/v2\/media?parent=832"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.actutech.app\/en\/wp-json\/wp\/v2\/categories?post=832"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.actutech.app\/en\/wp-json\/wp\/v2\/tags?post=832"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}