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1 | zuck | 2026-04-29T21:41:38.000Z | I just shared Meta's quarterly earnings report. We had a milestone quarter with strong momentum across our apps and the release of our first model from Meta Superintelligence Labs. We're on track to deliver personal superintelligence to billions of people. Here's the transcript of what I said on the call:
Hey everyone, and thanks for joining today. We had a strong quarter for our community, our business, and our progress towards AI.
More than 3.5 billion people use at least one of our apps every day. We saw a small decrease in total family dailies due to internet outages in Iran and blocks in Russia, but otherwise trends across our apps are strong. Daily and monthly actives on Instagram and Facebook continue to grow, with video driving all-time high engagement across both apps. WhatsApp continues to see strong momentum too, including in the US. And Threads continues on its trajectory to be the leading app in its category.
Our biggest milestone so far this year has been the release of our Muse family of models and our first model, Muse Spark, along with a significantly upgraded new version of Meta AI. This was the first release from Meta Superintelligence Labs, and it shows that our work is on track to build a leading lab.
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. Spark is just one step on that scaling ladder and we are already training even more advanced models. But Spark has already made Meta AI a world-class assistant that leads in several areas related to our vision of personal superintelligence, including visual understanding, health, shopping, social content, local, creating games, and more. We're hearing very positive feedback on it so far. We've seen large increases in Meta AI use since releasing the updates, and the Meta AI app has consistently been near the top of the app stores as well.
Now that we have a strong model we can develop more novel products as well. Since I first wrote about our vision for personal superintelligence last year, we've been focused on delivering personal and business agents to billions of people around the world. 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.
My view of AI is very different from many others in the industry. I hear lots of people out there talk about how AI is going to replace people. 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 and career goals and more. My view is that human progress has always been driven by people pursuing their individual aspirations, and I believe that will continue to be true in the future. People will be more important in the future, not less. Meta believes in empowering individuals. Those are the kinds of products we're going to build, and I believe they're going to be some of the most important and valuable products of all time.
We are building a personal agent focused on helping people achieve the diverse goals in their lives. We are 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. These agents will work together to form an ecosystem, and whether you use our personal or business agents to achieve your goals, I believe 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. We're already testing an early version of business AIs, and weekly conversations have grown 10x since the start of this year.
We're also working on using Spark and our upcoming models to improve our recommendation systems and core business in Facebook, Instagram, and ads. Right now, our apps primarily help people accomplish three important goals: connecting with people, learning about the world, and entertainment. 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. These new AI models will let us understand this in more detail. Instead of just looking at statistical patterns of what types of people engage with what content, for the first time in Meta's history we're going to be able to develop a first-principles understanding of what you care about and what each piece of content in our system is about so we can show you more useful things for what you're trying to accomplish. We'll also be able to create personalized content specifically for people to help achieve your goals as well.
Since our recommendation systems are operating at such large scale, we'll phase in this new research and technology over time. But the trend over the last few years seems clear that we are seeing an increasing return on the amount that we can improve engagement for people and value for advertisers. This encourages us to continue investing heavily in what we expect will provide increasing value over the coming years as well.
On that note, we are increasing our infrastructure capex forecast for this year. Most of that is due to higher component costs, particularly memory pricing. But every sign that we’re seeing in our own work and across the industry gives us confidence in this investment. That said, we are very focused on increasing the efficiency of our investments. As part of that, we're rolling out more than 1GW of our own custom silicon that we're developing with Broadcom as well as significant amounts of AMD chips to compliment the new Nvidia systems that we're rolling out as well. 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.
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. This continues to be one of the fastest-growing categories of consumer electronics ever. We released Ray-Ban Meta Optics this quarter, designed for all-day wear rather than primarily as sunglasses. 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.
All of our glasses are designed to easily update to use our newest AI models and features. 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.
Beyond glasses, I am excited for more of our metaverse efforts to be powered by the AI models we're training as well. We remain the biggest investor 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.
Before wrapping, I want to talk for a moment about how AI is transforming our work. We're 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 want to make sure that Meta is the best place in the world for these types of people to come and make an impact. We're building the next evolution of our company around these people. There's a lot we can do to enable this: building the best infrastructure for creating and delivering products at scale, streamlining our teams so they aren't bigger than they need to be, recognizing and rewarding the people having outsized impacts, and setting ourselves up to try many more ideas and take on many new projects in the future. Of course we'll continue pushing to increase our efficiency as well, but overall I think the future is about building many more higher quality things than we've ever built before.
Alright, that's what I wanted to cover today. We are living through a historic technological transformation. We are among the few companies positioned to shape the future, and we are on track to do that. I'm looking forward to delivering personal superintelligence to billions of people. And as always, I'm grateful for the hard work of our teams, and to all of you for being on this journey with us. | 124,576 | 37,784 | 5,213 | 18,645 | 379 | 534 | 10117545729828571 | |
2 | zuck | 2026-04-08T15:55:48.000Z | Nine months ago, we founded Meta Superintelligence Labs with the goal of putting personal superintelligence in everyone's hands. We believe that empowering people to pursue their individual aspirations is how humanity has always made progress, and we believe that will continue to be true in the future as well.
Our work so far has focused on establishing strong scientific and technical foundations to methodically scale larger and more capable models.
Today we are sharing our first milestone: Muse, our new family of models. Spark, the first model in the Muse family, powers a new version of Meta AI that you can try today. It's a world-class assistant and particularly strong in areas related to personal superintelligence like visual understanding, health, social content, shopping, games, and more. You can try the new Meta AI in the app or at meta.ai.
Looking ahead, we plan to release increasingly advanced models that push the frontier of intelligence and capabilities, including new open source models. We are building products that don't just answer your questions but act as agents that do things for you. I am optimistic that this will support a wave of creativity, entrepreneurship, growth, and health. I'm looking forward to sharing more soon. | 151,648 | 45,157 | 7,712 | 21,861 | 604 | 657 | 10117484990869931 | |
3 | zuck | 2026-03-08T17:29:06.000Z | Always a great time seeing these legends fight. Congrats Charles Oliveira, Caio Borralho, and Drew Dober. Max Holloway is always impressive. Best sport in the world. | 129,816 | 40,284 | 6,015 | 18,546 | 501 | 467 | 10117392482806831 | |
4 | zuck | 2026-02-10T17:03:01.000Z | — | 201,979 | 55,827 | 6,679 | 36,122 | 1,172 | 1,662 | 10117314656226921 | |
5 | zuck | 2026-02-04T16:10:12.000Z | 22 years goes by fast. | 191,694 | 33,692 | 6,435 | 45,677 | 836 | 1,410 | 10117296252837461 | |
6 | zuck | 2026-02-04T16:07:18.000Z | Happy Birthday, Facebook 🎂 | 550,488 | 125,709 | 20,583 | 143,407 | 2,432 | 3,960 | 10117296246140881 | |
7 | zuck | 2026-01-28T21:41:03.000Z | I just shared Meta's quarterly earnings report. We had strong business performance in 2025 and I'm looking forward to advancing personal superintelligence for people around the world in 2026. Here's the transcript of what I said on the call:
We ended 2025 strong with more than 3.5 billion people now using at least one of our apps every day. That includes more than 2 billion daily actives each on Facebook and WhatsApp -- and just shy of that on Instagram. Our business also performed very well thanks to record-breaking holiday demand and AI-driven performance gains.
We are now seeing a major AI acceleration. I expect 2026 to be a year where this wave accelerates even further on several fronts. We're starting to see agents really work. This will unlock the ability to build completely new products and transform how we work.
In '25 we rebuilt the foundations of our AI program. Over the coming months we're going to start shipping our new models and products. I expect our first models will be good but, more importantly, will show the rapid trajectory that we're on. And then I expect us to steadily push the frontier over the course of the year as we continue to release new models.
I'm very excited about the products we're building. Our vision is building personal superintelligence. We're starting to see the promise of AI that understands our personal context, including our history, our interests, our content, and our relationships. A lot of what makes agents valuable is the unique context that they can see, and we believe that Meta will be able to provide a uniquely personal experience.
We're also working on merging LLMs with the recommendation systems that power Facebook, Instagram, Threads, and our ads system. Our world class recommendation systems are already driving meaningful growth across our apps and ads business, but we think the current systems are primitive compared to what will be possible soon. Today our systems help people stay in touch with friends, understand the world, and find interesting and entertaining content. But soon, we'll be able to understand people's unique personal goals, and tailor feeds to show each person content that helps them improve their lives in the ways that they want.
This also has implications for commerce. Our ads today help businesses find just the right very specific people who are interested in their products. New agentic shopping tools will allow people to find just the right very specific set of products from the businesses in our catalogue. We're focused on making these experiences work across both our feeds and across business messaging -- significantly increasing the capabilities of WhatsApp over time.
New kinds of content will soon be possible as well. People want to express themselves and experience the world in the most immersive and interactive ways possible. We started with text, and then moved to photos when we got phones with cameras, and then moved to video when mobile networks got fast enough. Soon we'll see an explosion of new media formats that are more immersive and interactive, and only possible because of advances in AI.
Our feeds will become more interactive overall. Today our apps feel like algorithms that recommend content. Soon, you'll open our apps and you'll have an AI that understands you, and also happens to be able to show you great content or even generate great personalized content for you.
Glasses are the ultimate incarnation of this vision. They're going to be able to see what you see, hear what you hear, talk to you and help you as you go about your day, and even show you information or generate custom UI right there in your vision. Sales of our glasses more than tripled last year, and we think that they're some of the fastest growing consumer electronics in history. Billions of people wear glasses or contacts for vision correction. I think we're at a moment similar to when smartphones arrived, and it was clearly only a matter of time until all those flip phones became smartphones. It's hard to imagine a world in several years where most glasses aren't AI glasses.
For Reality Labs, we're directing most of our investment towards glasses and wearables going forward, while focusing on making Horizon a massive success on mobile and making VR a profitable ecosystem over the coming years. I expect Reality Labs losses this year to be similar to last year, and this will likely be the peak as we start to gradually reduce our losses going forward while continuing to execute on our vision.
As we plan for the future, we will continue to invest very significantly in infrastructure to train leading models and deliver personal superintelligence to billions of people and businesses around the world.
I recently announced Meta Compute with the belief that being the most efficient at how we engineer, invest, and partner to build our infrastructure will become a strategic advantage. Dina Powell McCormick also joined us as President and Vice Chairman, and she will lead our efforts to partner with governments, sovereigns, and strategic capital partners to expand our long-term capacity, including ensuring positive economic impact in the communities that we operate in around the world.
An important part of Meta Compute will be making long term investments in silicon and energy. We will continue working with key partners while advancing our own silicon program. We're architecting our systems so that we can be flexible in the systems we use, and we expect the cost per gigawatt to decrease significantly over time through optimizing both our technology and supply chain.
The last thing I want to mention is that I think 2026 is going to be the year that AI starts to dramatically change the way that we work. As we navigate this, our north star is building the best place for individuals to make a massive impact. So to do this, we're investing in AI-native tooling so individuals at Meta can get more done, we're elevating individual contributors, and flattening teams. We're starting to see projects that used to require big teams now be accomplished by a single very talented person. I want to make sure as many of these very talented people as possible choose Meta as the place they can make the greatest impact -- to deliver personalized products to billions of people around the world. And if we do this, then I think we'll get a lot more done and it's going to be a lot more fun.
Alright, that's everything I wanted to cover. This is going to be a big year for delivering personal superintelligence, accelerating our business, building infrastructure for the future, and shaping how our company will work going forward. As always, I'm grateful for all of the hard work of our teams and to all of you for being on this journey with us. | 174,694 | 66,173 | 7,753 | 27,446 | 508 | 807 | 10117276951926641 | |
8 | zuck | 2026-01-12T18:00:47.000Z | Today we're establishing a new top-level initiative called Meta Compute.
Meta is planning to build tens of gigawatts this decade, and hundreds of gigawatts or more over time. How we engineer, invest, and partner to build this infrastructure will become a strategic advantage.
This effort will be led by Santosh Janardhan and Daniel Gross.
Santosh will continue to lead our technical architecture, software stack, silicon program, developer productivity, and building and operating our global datacenter fleet and network.
Daniel will lead a new group responsible for long-term capacity strategy, supplier partnerships, industry analysis, planning, and business modeling.
They will work closely with Dina Powell McCormick, who just joined Meta as President and Vice Chairman to work on partnering with governments and sovereigns to build, deploy, invest in, and finance Meta's infrastructure.
I'm looking forward to working closely with Daniel, Santosh, Dina and their teams to scale Meta Compute and deliver personal superintelligence to billions of people around the world. | 149,888 | 52,711 | 5,136 | 22,683 | 376 | 869 | 10117230523669241 | |
9 | zuck | 2026-01-12T13:46:27.000Z | I'm excited to share that Dina Powell McCormick is joining Meta as President and Vice Chairman.
Dina has been a valuable member of our board and will be an even more critical player as she joins our management team. She brings deep experience in finance, economic development, and government. She'll be involved in all of Meta's work, with a particular focus on partnering with governments and sovereigns to build, deploy, invest in, and finance Meta's AI and infrastructure.
I'm excited to work with Dina to make sure we deliver personal superintelligence in a way that benefits the billions of people who use our products, as well as the communities, states, and countries we're investing in.
https://about.fb.com/news/2026/01/dina-powell-mccormick-joins-meta-as-president-and-vice-chairman/ | 144,606 | 48,346 | 3,458 | 22,722 | 394 | 736 | 10117229980996761 | |
10 | zuck | 2026-01-09T20:36:44.000Z | Two decades, many awesome projects, and even more plaid shirts. Grateful for 20 years of building the future together! | 220,640 | 58,669 | 6,086 | 34,404 | 553 | 753 | 10117222347025301 |