Mark Zuckerberg

Zuckerberg said Biden administration officials repeatedly pressured Meta's teams for months to censor certain COVID-19 content, including humor and satire.

repeatedly pressured our teams for months to censor certain COVID-19 content, including humor and satire.

Zuckerberg says Meta's Muse is the vehicle for delivering personal superintelligence to everyone.

“Muse is how we bring personal superintelligence to everyone.”

Mark Zuckerberg said AMD has been a key partner in building the compute that runs Meta's frontier models.

AMD has been a key partner in building out the compute that’s running our frontier models,

Mark Zuckerberg says Meta is making big compute investments to deliver personal superintelligence to everyone, with AMD a key partner for its frontier models.

AMD has been a key partner in building out the compute that's running our frontier models. We're making big investments in the computing power that will enable us to bring personal superintelligence to everyone, and AMD plays an important role in that.

Zuckerberg says Muse is Meta's path to personal superintelligence for everyone, and Meta will keep working with NVIDIA on personal agents and frontier models.

Muse is how we bring personal superintelligence to everyone. We’re excited to keep working with NVIDIA to deliver the best personal agents and frontier models for billions of people,” said Mark Zuckerberg, founder and CEO of Meta.

Zuckerberg said personal AI agents will underpin Meta's next phase of product development and monetization.

CEO Mark Zuckerberg said earlier that personal AI agents would form the basis of the company's next phase of product development and monetization.

Zuckerberg said Meta will commercialize its Muse AI agent earlier than usual, because its high costs and large opportunity require raising revenue and compute efficiency to keep scaling compute.

This time we will commercialize earlier than usual. Muse's costs and commercial opportunity are both large, so the company needs to grow revenue and improve compute efficiency at the same time to keep building out compute and bring the product to more users.

Original (zh)

扎克伯格预计，这次会“比通常的做法更早开展商业化”。他解释， Muse的成本和商业机会规模都很大，公司需要同时增加收入、提高计算效率，才能继续扩建算力，把产品推向更多用户。

Zuckerberg said Meta will monetize its Muse AI agent earlier than usual, because its high costs and large opportunity require growing revenue and improving compute efficiency together.

Muse's costs and the scale of its business opportunity are both large, so the company needs to increase revenue and improve compute efficiency at the same time in order to keep building out compute capacity and bring the product to more users. He expects to monetize "earlier than the usual approach."

Original (zh)

对于这个问题，扎克伯格预计，这次会“比通常的做法更早开展商业化”。他解释，Muse的成本和商业机会规模都很大，公司需要同时增加收入、提高计算效率，才能继续扩建算力，把产品推向更多用户。

Zuckerberg emphasized Meta's goal of delivering personal superintelligence to everyone.

goal of delivering personal superintelligence to everyone

Zuckerberg says scaling Muse to billions of people is both Meta's mission and strategy, built on putting personal superintelligence in everyone's hands.

We expect to grow Muse to serve billions of people. This is both our mission and our strategy. it is our mission in that we believe in putting the power of personal superintelligence in everyone's hands.

Zuckerberg expects Muse's compute cost efficiency to improve over 10x within a year, enabling profitability once revenue scales.

In the near term, Muse is very compute intensive to run. But we expect to improve its cost efficiency by more than 10x in the next year, which will enable it to be profitable once the revenue lines are at scale.

Zuckerberg says Meta will push the intelligence frontier while distilling into smaller product models, and believes superintelligence can be reached through scaling.

Going forward with the field advancing quickly, we plan to focus on both pushing the frontier of intelligence and distilling those models into much smaller and more efficient product models that will be optimized for personal agents. My view is that we will be able to build super intelligence through scaling, so we are methodically working our way up the ladder there.

Zuckerberg expects frontier-level intelligence to be deliverable in a smaller model at a fraction of today's cost within a year.

I expect that we will be able to deliver the same intelligence that we have now in MuseWonder or frankly any of the current frontier models at a fraction of the cost in a smaller model a year from today.

Zuckerberg says that with training a large fixed cost, Meta is building an enterprise platform to serve high-margin inference demand.

since training is a large fixed cost, now that we have leading models, we want to serve as much high margin inference demand as possible. That is why we are building the Meta Enterprise platform led by CJ Desai.

Zuckerberg says Meta will pursue Muse monetization earlier than its usual playbook because of the scale of costs and opportunity.

I think that we are going to work on monetization somewhat sooner on this than our normal playbook. For a couple of reasons. 1 is just the size of the numbers that we are talking about in terms of both the cost and the and the opportunity, I think, make it kind of important to make progress on that in order to be able to scale it.

Zuckerberg says Meta prices glasses to build a software and superintelligence business rather than profit on hardware.

we have priced our devices not to make a large profit on the hardware, but to build a large software and superintelligence business on top of them over time.

Zuckerberg says Meta will slow VR investment pacing to prioritize personal superintelligence, while still seeing VR as the path to holographic glasses.

I continue to believe that the path to delivering holographic experience of bringing together the physical and digital worlds and everyday glasses will come through VR first. But we will pace this aspect of our investment more to focus on delivering personal superintelligence first.

Zuckerberg says businesses are overwhelmingly eager to enable agentic commerce, seeing it as a way to grow sales and acquire customers.

overwhelmingly, businesses are very excited about enabling this because they recognize that it is going to be a new opportunity for them not only to increase the sales and the quality of the experience for existing customers, but potentially to bring in new customers.

Zuckerberg said Muse has clear product-market fit and Meta is moving into an operational phase focused on scaling it to billions of users.

Now that Muse has clear product market fit, we are entering a new phase and a more operational phase that is focused on scaling it. We expect to grow Muse to serve billions of people.

Zuckerberg expects Muse to eventually generate higher revenue per user than Meta's existing apps, driven by commerce activity.

The average revenue per American user for our existing family of apps users is several hundreds of dollars annually, and we expect that Muse will reach an even higher level over time due to the amount of commerce that we already see taking place.

Zuckerberg said about 25% of people who set up Muse use it daily, and that early adopters show improving retention the longer they use it.

About 25% of people who have set up Muse use it on any given day. For our earliest adopters, the longer that they use Muse, the better the retention seems to get.

Zuckerberg announces Meta VR glasses will ship in spring, priced around $1,299.

We're going to ship it in the spring. Give people plenty of time to get their content ready for it. And it's going to cost $12.99.

Zuckerberg commits to releasing a Muse confidential VM so even Meta cannot access user data.

We built the Muse Secure VM to keep your information uh on your own secure virtual machine and soon uh we are also going to release the Muse confidential VM so that even Meta won't be able to see that information.

Zuckerberg pitches Meta glasses' FDA-cleared hearing enhancement as a far cheaper alternative to traditional hearing aids.

So, now instead of spending thousands of dollars on a hearing aid, people can just add the hearing enhancement option to MetaGlasses for a fraction of the price. Um, you don't need to visit a clinic or go through the whole process.

Zuckerberg admits Meta's strategy shifted from metaverse-first to building devices for personal superintelligence, which he says will be bigger.

we thought at the time that the metaverse, this idea of bringing the physical and digital worlds together, we thought that that would come first and that advanced AI would come later. But now it is actually quite clear that personal super intelligence will not only come first, it will be much bigger and more important. So we have shifted our focus to building the best devices for personal super intelligence.

Zuckerberg predicts most of the world's roughly two billion glasses wearers will upgrade to AI glasses in coming years.

So there are almost two billion people in the world who are glasses today. Many more if you count sunglasses. And we think that in the coming years, most of these are going to get upgraded to AI glasses.

Zuckerberg argues superintelligence should serve creation rather than automation and that safety comes from wide distribution, not concentration.

That the highest purpose of super intelligence is creation and invention, not automation. and that the path to a safe future is to distributing to distribute this technology widely and create the right checks and balances rather than concentrating it in the hands of just a few.

Zuckerberg says personal superintelligence is within reach and everyone will soon have a highly capable 24/7 personal agent.

Delivering personal super intelligence is now within reach. Soon, everyone is going to have an extremely capable personal agent that understands your goals and can work 247 on your behalf to help you achieve them.

Zuckerberg says Meta VR glasses will ship in spring at $1,299.

We're gonna ship it in the spring, give people plenty of time to get their content ready for it, and it's gonna cost 1,299.

Zuckerberg commits to a Muse Confidential VM so even Meta cannot access user data.

And soon, uh, we are also going to release the Muse Confidential VM so that even Meta won't be able to see that information.

Zuckerberg announces an FDA-cleared OTC hearing aid feature for Meta glasses, pitching it as a cheaper alternative to costly hearing aids.

Hearing Enhancement turns your glasses into an FDA-cleared, over-the-counter hearing aid that can compensate for perceived mild to moderate hearing loss.

Zuckerberg argues glasses will be the largest wearable category as the only form factor letting an AI agent see, hear and display information for users.

We are excited about building other wearables too, uh, but we think that glasses are going to be the biggest category because, first of all, they already are, and second, they're the only form factor that lets you, uh, let your Muse see what you see, hear what you hear, talk to you throughout the day, and display information right in your vision eventually.

Zuckerberg says Meta will de-emphasize the metaverse, building fewer VR devices and releasing them only on real breakthroughs.

And we made the decision to focus a little bit less on metaverse for now, you know, build fewer VR devices and only release them when we have real breakthroughs.

Zuckerberg admits Meta expected the metaverse before advanced AI, but now sees personal superintelligence arriving first and mattering more, so it has refocused its devices strategy.

Because when we started building glasses, we thought at the time that the metaverse, this idea of bringing the physical and digital worlds together, we thought that that would come first and that advanced AI would come later. But now it is actually quite clear that personal superintelligence will not only come first, it will be much bigger and more important. So we have shifted our focus to building the best devices for personal superintelligence.

Zuckerberg predicts most of the world's nearly two billion glasses wearers will upgrade to AI glasses in coming years.

So there are almost two billion people in the world who wear glasses today, many more if you count sunglasses, and we think that in the coming years, most of these are going to get upgraded to AI glasses.

Zuckerberg says Muse will be free for large token volumes, with Meta planning to monetize via small transaction fees.

We believe that Muse will make you money, and we are standing behind this by making Muse free for a huge number of tokens with the expectation that over time, we will profit by taking a small fee from transactions.

Zuckerberg expects Muse to become a personal superintelligence used by billions within a few years.

And in the coming years, I expect that Muse is going to grow into the personal superintelligence that billions of people around the world are going to use to accomplish their goals and improve their lives.

Zuckerberg argues superintelligence should serve creation rather than automation and that safety comes from wide distribution, not concentration.

We believe that empowering people is the source of prosperity in the world, that the highest purpose of superintelligence is creation and invention, not automation, and that the path to a safe future is to distributing-- to distribute this technology widely and create the right checks and balances rather than concentrating it in the hands of just a few.

Zuckerberg said Meta wants to build a large-scale Muse agent network as quickly as possible, expecting to eventually serve billions of users.

to create a large-scale Muse network as quickly as possible

Zuckerberg credited departing policy chief Joel Kaplan with building the approach that kept Meta's products available globally and with strongly advocating the company's policies.

“When he arrived, there was no playbook for ensuring our products would be available to the billions of people around the world who now rely on them,” Mr. Zuckerberg said in the statement. “And throughout all of it, he’s been a strong advocate for our policies, and a friend to me.”

Zuckerberg framed Meta's Muse Wonder launch around delivering personal superintelligence to everyone.

Personal superintelligence for everyone.

Zuckerberg says Meta's upcoming Muse Wonder Full model will enable more sophisticated behaviors at the AI frontier, competing with OpenAI and Anthropic.

Zuckerberg said the technology would “allow much more sophisticated behaviors that are at the frontier of what is being done in the AI field”.

Zuckerberg predicts that everyone will soon have a highly capable personal AI agent that understands them and can be used across devices, including AI glasses.

Everyone will have an exceptionally capable personal [AI] agent that understands you, your goals, and everything you care about. You’ll be able to interact with your agent through any device, including your [AI] glasses to keep you present in the moment with the people you care about.