据悉，Meta首席执行官马克.扎克伯格正投入大量资金建设新的数据中心，并通过高达数亿美元的薪酬 方案吸引顶尖的人工智能研究人员。Meta近期对内部的人工智能部门进行了重组，将其命名为"Meta超 级智能实验室"，旨在打造人类级别的人工智能能力，并将该技术应用于公司所有产品。 今年7月，扎克伯格在二季度财报电话会议上表示，公司成立Meta超级智能实验室旨在专注于开发下一 代AI模型，并确认"在Llama4.1和4.2上正取得良好进展"，同时也在研发更前沿的下一代模型。 据外媒报道，Meta Platforms(META.US)计划在今年年底前发布其下一代人工智能模型，该模型在公司 内部被称为Llama4.X或Llama4.5。知情人士称，预计这将是Meta超级智能实验室(Meta Superintelligence Labs)的首批项目之一。 Meta超级智能实验室由Scale AI的前首席执行官亚历山大.王(Alexandr Wang)领导，Meta在对Scale AI投 资143亿美元获得其49%的股份后，聘请了亚历山大.王。据了解，Meta已将Meta超级智能实验室重组为 四个小组，各团队分别专注于训练、 ...

如果现在还用"Facebook的小弟"来定义Instagram，多少显得有些过时了。 在和一些出海品牌负责人聊天时，我有个很明显的感受：他们已经不会再把Instagram当成"附属资源"去 看待。 到2025年第二季度，Meta公布的财报显示，广告业务营收465.6亿美元，高于华尔街预测的439.7亿美 元。而这背后最明显的增量来源，其实是Instagram，尤其是Reels。平台上的短视频观看时长同比增长 超过20%，再叠加新的广告排序和推荐模型上线，转化率也被推高了。 虽然Meta并没有单独披露Instagram的广告收入，但从Reels的展示占比和预算流向来看，它已经成了 Meta增长最确定的动力之一。 我翻了一下eMarketer的预测：2025年Instagram在美国的广告收入有望达到320.3亿美元，占Meta在美 广告收入的50.3%，首次超过Facebook。如果这个数字成真，那Instagram将第一次在集团内部实现"反 超"。 一 这种反超的态势也体现在广告流量的价格上。二季度Instagram的广告CPM达到9.46美元，不仅高于 Facebook，也超过了TikTok和Pintere ...

如果现在还用"Facebook的小弟"来定义Instagram，多少显得有些过时了。 在和一些出海品牌负责人聊天时，我有个很明显的感受：他们已经不会再把Instagram当成"附属资源"去 看待。 到2025年第二季度，Meta公布的财报显示，广告业务营收465.6亿美元，高于华尔街预测的439.7亿美 元。而这背后最明显的增量来源，其实是Instagram，尤其是Reels。平台上的短视频观看时长同比增长 超过20%，再叠加新的广告排序和推荐模型上线，转化率也被推高了。 虽然Meta并没有单独披露Instagram的广告收入，但从Reels的展示占比和预算流向来看，它已经成了 Meta增长最确定的动力之一。 我翻了一下eMarketer的预测：2025年Instagram在美国的广告收入有望达到320.3亿美元，占Meta在美广 告收入的50.3%，首次超过Facebook。如果这个数字成真，那Instagram将第一次在集团内部实现"反 超"。 一 很多人会下意识地把Facebook与Instagram的关系，类比成Google与YouTube。 不过两者还是有些不同。2006年，Google收购YouT ...

Core Insights - The North American anonymous social media landscape lacks a dominant player despite its historical presence and potential [1][2][6] - The evolution of anonymous social apps has led to a more segmented market, with various approaches to user engagement and monetization [4][5][50] Industry Overview - Anonymous social apps like Whisper and Secret emerged in the early 2010s, gaining significant traction but ultimately facing challenges such as user safety and monetization [2][6][31] - The appeal of anonymous social platforms lies in their ability to provide a space for users to express sensitive topics without fear of judgment [3][11][14] User Demographics and Behavior - The primary user base for these platforms is Generation Z, who exhibit high levels of engagement and expression but also face risks of online bullying and harmful content [17][18][19] - Users desire privacy and security, often gravitating towards encrypted communication tools, yet still experience data breaches [19][20][22][25] Market Dynamics - The market for anonymous social apps has seen numerous failures, with many apps shutting down due to issues related to user behavior and monetization strategies [28][34][35][44] - Successful platforms like NGL have managed to thrive by leveraging impulsive consumer behavior and integrating with existing social media ecosystems [56][60][61] Future Trends - The ongoing evolution of anonymous social apps suggests a need for better balance between user freedom and content moderation to ensure safety and compliance [67][68] - The integration of AI technology may provide new opportunities for enhancing user experience and security within anonymous social platforms [69][70]

Second-quarter earnings results have been littered with slumping sales and disappointing guidance. Walmart threw that narrative on its head when it said it was raising sales guidance for the rest of the year.In this podcast, Motley Fool contributors Tyler Crowe, Matt Frankel, and Jon Quast discuss:Walmart's secret sauce.Investing lessons from Meta's AI strategic changes.A smorgasboard of market news.Stocks to watch. Chipotle drone delivery?Cracker Barrel's rebranding.SPACs are back!To catch full episodes of ...

特朗普表示，美国公司现在之所以能够建设大型数据中心，只是因为"我们允许他们建设自己的电力设 施"。 本月早些时候，媒体报道称，Meta已选择太平洋投资管理公司和Blue Owl Capital Inc.牵头为路易斯安那 州数据中心筹集290亿美元资金，这是迄今为止与特定人工智能数据中心相关的最大规模融资。 "当他们说要建一个500亿美元的工厂时，我说，'这到底是个什么样的工厂?'"特朗普一边说着，一边举 着一张据说是Meta首席执行官马克·扎克伯格给他的图表。这张图表将数据中心的布局叠加在曼哈顿地 图之上，以此来展示其规模之大。特朗普表示："看到这个，你就明白为什么它的造价会达到500亿美元 了。" Meta发言人拒绝就特朗普关于该数据中心的言论发表评论。该数据中心被 Meta称为"Hyperion"。这家 社交媒体巨头正斥资数千亿美元，力争成为人工智能(AI)竞赛的主要参与者，该公司此前仅公开表示， 其对该数据中心的投资将超过100亿美元。 智通财经APP获悉，美国总统唐纳德·特朗普周二在内阁会议上表示，Meta Platforms(META.US)计划斥 资500亿美元在路易斯安那州农村地区建立大型数据中 ...

Core Viewpoint - A class action lawsuit has been filed against Snap Inc. for misleading investors regarding its advertising revenue and growth potential during the specified Class Period from April 29, 2025, to August 5, 2025 [1][5]. Group 1: Lawsuit Details - The lawsuit claims that Snap's management created a false impression of reliable advertising revenue and growth while downplaying macroeconomic instability [5]. - It is alleged that Snap's optimistic reports did not reflect the reality of its operational challenges, leading to investor damages when the truth was revealed [5]. Group 2: Participation Information - Investors who purchased Snap securities during the Class Period may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - To join the class action, interested parties can visit the provided link or contact the law firm directly for more information [3][6]. Group 3: Law Firm Credentials - The Rosen Law Firm has a strong track record in securities class actions, having achieved significant settlements for investors, including over $438 million in 2019 alone [4]. - The firm has been recognized for its success in securities class action settlements and has a history of representing investors globally [4].

In Brief Meta plans to launch a super PAC to support California candidates favoring a light-touch approach to AI regulation, Politico reports. The news comes as other Silicon Valley behemoths, like Andreessen Horowitz and OpenAI’s Greg Brockman, pledge $100 million for a new pro-AI super PAC. Meta will pour tens of millions into its new group, dubbed Mobilizing Economic Transformation Across California, according to Politico. Brian Rice, Meta’s VP of public policy and head of the new PAC, has argued that Sa ...

Investment & Expenditure - Meta is planning a $50 billion investment in a data center in rural Louisiana [1]

Meta Platforms (NASDAQ: META ) is up 29% since my last coverage last quarter and we reaffirm the strong buy rating since the ad engine powered by AI of the company is still generating structural growth through theHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. business schools. In ...