Meta CFO Susan Li mentioned that Meta is perceived as more insulated from DeepSeek's market impact compared to other companies, as it does not rely on selling its open-source AI model, Llama, for revenue. This perception has led to discussions about whether Meta might spend less on infrastructure or gain more value from its existing investments. The tech market experienced a sell-off due to fears of DeepSeek surpassing US AI labs, but stocks partially recovered by Wednesday. Meta has announced plans for significant capital investment in AI, with 2025 expected to be a defining year for the technology.
Key takeaways:
- Meta CEO Mark Zuckerberg praised Chinese AI startup DeepSeek's infrastructure optimization advances and mentioned that Meta could benefit from implementing some of their methods.
- Despite DeepSeek causing panic among tech investors, Meta executives believe the startup's breakthrough could ultimately benefit Meta's AI ambitions.
- Meta announced plans to spend $60 billion to $65 billion in additional capital investment for the year, with 2025 being a "defining year for AI."
- Meta CFO Susan Li stated that Meta is seen as more insulated from DeepSeek's market impact because it doesn't rely on selling its own open-source AI model to generate revenue.