Mark Zuckerberg

“My view of AI is very different from many others in the industry.”

“People will be more important in the future, not less.”

“But I actually think people conflate coding with self-improvement more than they should.”

“Instead, I think that AI is going to amplify people's ability to do what you want, whether that's to improve your health, your learning, your relationships, your ability to achieve your personal career goals and more.”

“I hear a lot of people out there talk about how AI is going to replace people.”

“My view is that human progress has always been driven by people pursuing their individual aspirations.”

“The formula for our company has always been build experiences that can get to billions of people and focus on monetizing them once you get to scale.”

“This was the first release from Meta Super Intelligence Labs, and it shows that our work is on track to build a leading lab.”

“We are living through a historic technological transformation.”

“More than 3.5 billion people use at least one of our apps every day.”

“So you're getting to a point where today, the models are still able to learn from people -- and then I think at some point, the models will have to improve themselves.”

“I actually think that our approach of trying to empower individuals and building consumer things is just in the details extremely different from what others are doing.”

“We are building a personal agent focused on helping people achieve the diverse goals in their lives.”

“I'm trying to kind of paint a picture of the very high-level direction that we're going in, but I think that the picture is going to come into focus a lot more over the subsequent quarters.”

“Beyond glasses, I am excited for more of our Metaverse efforts to be powered by the AI models we're training as well.”

“So even though I think some of these ideas, they seem like they should be so obvious.”

“And I think that these are just both loops that we'll iterate on.”

“I mean I think that the agents work, there's going to be short-term versions of it, but then I think that there's going to be massive upside for delivering more intelligence and more capabilities in the models.”

“These are all elements of the personal super intelligence vision.”

“Our goal is not just to deliver Meta AI as an assistant, but to deliver agents that can understand your goals and then work day and night to help you achieve them.”

“Right now, our apps primarily help people accomplish 3 important goals: connecting with people, learning about the world and entertainment.”

“It's like the most exciting time in the industry.”

“It powers Meta AI, which I think is now a world-class assistant.”

“And shopping might be one kind of specific example that I think is going to have interest in commercial implications.”

“We're hearing very positive feedback on it so far.”

“Like our vision for the future is one where society makes progress by individuals pursuing their own aspirations.”

“Over the past 10 months, we have built the strongest research team in the industry and established the scientific and technical foundations to scale very advanced models.”

“And Threads continues on its trajectory to be the leading app in its category.”

“So I think we're going to see a lot of innovation.”

“I think that this is like -- this is stuff that I think literally every person in the world is going to want some version of it.”

“Coding is one ingredient for the model self improving.”

“We are seeing more and more examples where one or two people are building something in a week that would have previously taken dozens of people months.”

“I think like a lot of this, and when you're thinking about kind of the investment in Meta over time, I think you should think about it as coming down to these set of values around what do we want AI to do in society.”

“These new AI models will let us understand this in more detail.”

“And I think getting to like that quality bar is something that I care about more than hitting a specific week for launching or something like that.”

“And building on our release of Oakley last year, we have some exciting new partnerships and styles that I think are going to have the potential to reach even more people coming later this year.”

“But overall, I think the future is about building many more higher-quality things than we've ever built before.”

“We're building the next evolution of our company around these people.”

“I think that is a very significant validation of the effort that the team is working well together, that the infrastructure is working, that that the effort is on track.”

“We're also building a business agent focused on helping entrepreneurs and businesses across the world, use our tools and others to grow their efforts, reach new customers and serve existing customers better.”

“Now that we have a strong model, we can develop more novel products as well.”

“We had a strong quarter for our community, our business and our progress towards AI.”

“And then we think that these are going to be some of the most important products that get built over the next decade.”

“And if what you want it to do is empower individuals and build a world where the AI is in service to individuals goals, then that is what we are going to build, and I think it's going to be incredibly valuable.”

“WhatsApp continues to see strong momentum, too, including in the U.S.”

“And this is kind of how we've done everything over the last 20 years of running the company, and that is basically the plan.”

“They want to create websites.”

“We released Ray-Ban Meta optics this quarter designed for all day wear rather than primarily as sunglasses.”

“Spark is just one step on that scaling ladder, and we are already training even more advanced models.”

“Then we have our product team, and that team is now really unlocked to be able to build things on top of our models because we now have a very strong model.”

“Daily and monthly actives on Instagram and Facebook continue to grow with video driving all-time high engagement across both apps.”

“These agents will work together to form an ecosystem.”

“I'm also really excited to see the glasses evolve from being able to answer questions to being able to be a personal agent that's with you all day long, helping you remember things and achieve your goals.”

“And I think that part of the lane and what is interesting and differentiated about what we're doing is that that's just so different from how I hear everyone else talking about the work that we're doing.”

“And whether you use our personal or business agents to achieve your goals, I believe that the future will see a massive increase in entrepreneurship from people creating new things that they've always wanted to exist, but previously didn't have the tools to bring into the world.”

“This continues to be one of the fastest-growing categories of consumer electronics ever.”

“All of our glasses are designed to easily update to use our newest AI models and features.”

“These are all things that good agents are going to be able to help people do, which I think is partially why this is so exciting.”

“Since I first wrote about our vision for personal Super Intelligence last year, we've been focused on delivering personal and business agents to billions of people around the world.”

“One of the primary goals of our Meta compute initiative is to lead the industry in efficiency of building compute, and we expect that will be a strategic advantage over time.”

“And we'll also be able to create personalized content specifically for people to help you achieve your goals as well.”

“But what we're talking about is delivering personal super intelligence for billions of people around the world.”

“So I think of the agents as the product vehicle for delivering that capability to people.”

“That's why we believe that we need to be a company that builds frontier models in addition to building the agents.”

“We remain the biggest investors in the VR space across the industry, but we are focused on making our VR business sustainable as we invest more in other areas like AI and glasses.”

“But we've always wanted our apps to understand more of people's goals so we can help improve their lives in all the ways that they want.”

“And now we're unlocked to be able to go build things and get them to scale on top of our own models.”

“So look, on the OpenClaude and other agents, I think that they give you a very exciting glimpse of what types of things should be possible.”

“So I think that that's the road map of what we need to do.”

“Talking about building physical goods at scale, our AI glasses continue to perform well with the number of people using them, daily tripling year-over-year.”

“And those are the kinds of products that we're going to build, and I believe that they're going to be some of the most important and valuable products of all time.”

“But I think we have a sense of the shape of where these things need to be.”

“On that note, we are increasing our infrastructure CapEx forecast for this year.”

“But otherwise, trends across our apps are strong.”

“So I think you will see that over some period of time.”

“So I think that this is like it's a very exciting area.”

“Our biggest milestone so far this year has been the release of our Muse family of models and our first model MuSpark along with a significantly upgraded new version of Meta AI.”

“But I think what you all should be waiting to see is like whether we can build the version that really like just works and how effective we are at converting people who are using our products into being hundreds of millions and then billions of people using this stuff.”

“And I want to make sure that Meta is the best place in the world for these types of people to come and make an impact.”