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Meta and Anduril defense startup partner on VR, AR project intended for U.S. Army
CNBC· 2025-05-29 17:34
Core Insights - Meta and Anduril have formed a partnership to develop virtual and augmented reality devices for the U.S. army, marking a significant move for Meta to engage with government contracts and technology supply [1] - The partnership is a reunion between Meta and Anduril's founder Palmer Luckey, who previously sold his Oculus VR startup to Meta for $2 billion in 2014 [1] - The collaboration aims to enhance national security and maintain a technological edge for the U.S. military while potentially saving billions through the use of high-performance components originally designed for commercial applications [6] Company Developments - Meta has been actively promoting its open-source Llama family of AI models to government agencies, indicating a strategic focus on defense and national security applications [4] - Anduril has taken over Microsoft's AR headset program for the U.S. army, further solidifying its role in defense technology [4] - The joint bid for an Army contract for VR devices is valued at up to $100 million, with the companies developing a system called EagleEye to enhance soldiers' sensory capabilities [5] Strategic Implications - The partnership is positioned as a means to support U.S. military interests both domestically and internationally, with Luckey expressing enthusiasm for the dual-use technology's potential impact [6] - The collaboration reflects a broader trend of tech companies seeking to align with government initiatives, especially in the context of national security and defense [3][6]
Meta(META.US)CEO扎克伯格宣布AI助手月活达10亿,公司暂不急于变现
智通财经网· 2025-05-29 02:19
智通财经APP获悉,Meta(META.US)首席执行官马克·扎克伯格在周三举行的年度股东大会上披露,公 司人工智能助手已在其应用矩阵中实现10亿月活跃用户里程碑。他强调:"今年的核心战略是深化用户 体验,将Meta AI打造为行业领先的个性化智能助手,重点突破语音交互与娱乐场景。" 今年4月,Meta推出首款独立AI助手应用,标志着该产品用户规模正式突破十亿量级。扎克伯格透露, 公司当前策略是优先完善产品功能,暂不急于商业化运作。但随着技术迭代,"未来将探索付费推荐服 务或订阅模式,为用户提供更强大的算力支持"。这一表述与此前2月报道相印证,当时消息称Meta计划 在二季度测试类似ChatGPT的付费订阅服务。 面对股东大会现场,扎克伯格坦言:"10亿月活看似只是数字游戏,但这恰恰反映了我们产品的真实渗 透力。"在当天的投票环节,股东们就14项议题进行表决,其中9项为股东提案,涉及儿童安全保护、碳 排放披露及加密货币评估等议题。 值得关注的是,由反诽谤联盟关联机构JLens提交的8号提案要求Meta每年披露并解决平台仇恨内容问 题,特别是今年1月放宽内容审核标准后出现的反犹主义内容。根据初步计票结果,Met ...
Mark Zuckerberg says Meta AI has 1 billion monthly active users
CNBC· 2025-05-28 20:55
Group 1 - Meta's AI assistant has reached 1 billion monthly active users across its family of apps, with a focus on enhancing personalization, voice conversations, and entertainment [1] - The company plans to continue growing the AI product before establishing a business model, with potential options for paid recommendations or a subscription service [2] - Despite the 1 billion user milestone, CEO Mark Zuckerberg indicated that this number does not represent full scale for the company [3] Group 2 - During the annual shareholder meeting, investors voted on 14 items, including proposals related to child safety and greenhouse gas emissions [3] - A specific shareholder proposal called for an annual report on hate content, including antisemitism, in light of recent policy changes [4] - Preliminary voting results suggested that proposals not recommended by Meta's board were unlikely to pass, while those favored by the board were expected to succeed [5]
Meta Platforms(META) - 2025 FY - Earnings Call Transcript
2025-05-28 18:00
Financial Data and Key Metrics Changes - The company reported that over 3.4 billion people are using at least one of its apps daily, indicating strong user engagement [71] - The revenue from WhatsApp is approximately $10 billion, with expectations for significant growth in business messaging [85] Business Line Data and Key Metrics Changes - The company is focusing on five key areas for growth: improved advertising, more engaging experiences, business messaging, Meta AI, and AI devices [72][74] - The AI-powered recommendation system is enhancing user engagement across platforms like Facebook and Instagram [75] Market Data and Key Metrics Changes - The company noted that messaging platforms like WhatsApp and Messenger are expected to become significant revenue pillars, especially in regions with high commerce through messaging [86] Company Strategy and Development Direction - The company is prioritizing AI as a fundamental force driving its long-term initiatives, with a focus on building AGI and leading AI models [72][81] - The development of AI glasses is seen as a strategic advantage, blending physical and digital worlds [79][92] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating macroeconomic uncertainties and highlighted 2025 as a critical year for the company [71] - The CEO emphasized the importance of safety and security, particularly regarding youth well-being and safety on its platforms [82] Other Important Information - The company is facing regulatory scrutiny and legal challenges, including a recent fine of $220 million from the European Commission [14][15] - The company has made changes to its content moderation policies, which have raised concerns about reputational and legal risks [16][28] Q&A Session All Questions and Answers Question: Will WhatsApp become an equal to Facebook and Instagram in terms of revenue? - The CEO indicated that WhatsApp is generating significant revenue and sees potential for growth through business agents in messaging, particularly in Southeast Asia [85][86] Question: Why is the metaverse still underdeveloped while AI is advancing rapidly? - The CEO explained that glasses are a crucial form factor for both AI and the metaverse, and the company is well-positioned due to prior metaverse work [92] Question: Is a stock split being considered in the near future? - The CFO stated that there are no current plans for a stock split, emphasizing the focus on long-term mission execution and value creation for shareholders [93]
市场消息:Meta Platforms(META.O)计划为其实体店铺招聘员工。
news flash· 2025-05-28 16:03
市场消息:Meta Platforms(META.O)计划为其实体店铺招聘员工。 ...
市场消息:Meta Platforms(META.O)计划开设实体店铺。
news flash· 2025-05-28 15:59
市场消息:Meta Platforms(META.O)计划开设实体店铺。 ...
Meta's Institutional & Insider Data Fuels Bulls Despite Disparity
MarketBeat· 2025-05-28 12:38
Meta Platforms TodayMETAMeta Platforms$642.32 +15.26 (+2.43%) 52-Week Range$442.65▼$740.91Dividend Yield0.33%P/E Ratio26.85Price Target$701.05Add to WatchlistMagnificent Seven stock Meta Platforms NASDAQ: META is seeing a huge divergence in trading activity when it comes to two important groups: institutions and insiders. This analysis will dive into what these groups each are indicating about Meta going forward, and provide perspective on what they mean overall. Get Meta Platforms alerts:Institutions Favo ...
Is Meta Platforms' Business in Trouble?
The Motley Fool· 2025-05-28 08:25
Meta Platforms (META 2.32%), the social media giant that owns Facebook, Instagram, and WhatsApp, has been a growth beast in recent years. Its revenue is growing at a fast pace, and the stock is soaring. Since the start of 2023, the stock price is up 431%.But past performance, as they say, is no guarantee of future performance. Could there be trouble ahead for the company? A recent report from The Wall Street Journal discussed some significant shortcomings in Meta's business, which it says could make Meta vu ...
Soul发布25年第一季度生态安全报告:多维筑牢社交安全防线
Zhong Guo Chan Ye Jing Ji Xin Xi Wang· 2025-05-28 06:54
近日,Soul App生态安全中心发布《2025年第一季度生态安全报告》,全方位展现平台在生态安全治理 上的显著成果,彰显其筑牢社交安全防线的决心与行动力。第一季度,Soul重点围绕诈骗治理、网络戾 气治理、未成年保护等关键领域,综合运用多元举措构建起多维生态防治体系,为广大用户打造健康安 全的社交环境。 在智能反诈领域,Soul运用先进人工智能技术,构建起立体防护网。凭借强大的欺诈文本与图像识别能 力,平台整体涉诈人群数量较此前下降约20%;风险链接识别能力的提升,使风险链接曝光率下降 10%,为用户财产安全撑起"保护伞"。 在社区共建共治层面,Soul积极发挥用户力量,目前站内内容推荐官超4.7万人,风纪委超2.1万人,用 户日均贡献大量投票。此外,平台更新《社区公约》,多渠道宣传,提升用户规范意识。值得一提的 是,Soul在私聊与群聊社交生态建设方面也获得了显著成果。Soul在第一季度上线、迭代23条策 略,"骚扰消息自见"策略日均保护2.3万用户,"消息盒子"辅助收纳大量消息;群聊治理中,日均中断 语音违规消息超1.7万条、拦截文字违规消息超2.9万条。 面对网络暴力,Soul构建多维度防网暴体系,日 ...