Discussion

• @jjvincent James Vincent on bluesky

  mark zuckerberg's vision for AGI is truly inspiring — in the future, you'll spend less time working and more time on Reels clicking through AI slop! can't wait!!!! stratechery.com/2025/an-inte...  [image]

• @socialmedialab.ca @socialmedialab.ca on bluesky

  Here's a peek into Mark Zuckerberg's (and Meta's) current thinking about AI and the evolution of social media. stratechery.com/2025/an-inte...

• @drewharwell.com Drew Harwell on bluesky

  Mark Zuckerberg says Meta's chatbots will supplement your real friends: “The average American has fewer than 3 friends ... but has demand for ... 15 friends” (h/t x.com/romanhelmetg...)

• @romanhelmetguy Roman Helmet Guy on x

  Zuckerberg explaining how Meta is creating personalized AI friends to supplement your real ones: “The average American has 3 friends, but has demand for 15.” [video]

• @thetranscript_ @thetranscript_ on x

  Meta CEO: “We continue to make good progress on AI, glasses, and the future of social media. I'm excited to see these efforts scale further in 2025.” $META: +4.5% AH [image]

• @walterkirn Walter Kirn on x

  Hell is other pseudo-people

• @mrewanmorrison Ewan Morrison on x

  “Personalised AI friends” will be bad for you psychologically. They will constantly affirm you. Never challenge you. Be sycophantic, because you pay for them. This technology exploits the human weakness that is the need for constant narcissistic affirmation.

• @maxasteele Max Steele on x

  “The average American has 3 friends. Our job is to get that number to 0.”

• @munster_gene Gene Munster on x

  Here's the sneaky good $META datapoint: • Family of Daily People hit 3.43B — up 6% y/y vs. 5% in Dec & Sep '24. • That's ~64% of the world's daily internet users. • Growing faster off an absurdly high base = investors sleep well at night and pay a higher multiple.

• @p_kallioniemi Pekka Kallioniemi on x

  Meta is creating “AI friends” to “supplement real ones.” A dystopian future no one wanted or asked for.

• @samro Sam Ro on x

  imagine having 15 friends

• @munster_gene Gene Munster on x

  The strong $META Capex number comes with a small asterisk—part of the 9% increase is due to rising costs.

• @thomaesplendor Taylor Patrick O'Neill on x

  Having no real friends is hell and what Zuckerberg is promoting is a technology that tries to make hell more comfortable.

• @haikujonah @haikujonah on x

  My Facebook feed is full of bots telling dick jokes, Zuck. I don't think you're AI has figured out it's been 35 years since I was a college freshman trying to make new friends.

• @munster_gene Gene Munster on x

  He outlined five key areas of focus and noted that he doesn't need to “hit” on all of them for success: 1.  Improved Ads AI is driving better performance in advertising.  2. More Engaging Experiences New types of content are being created with AI, leading to a 7-30% increase in e…

• @munster_gene Gene Munster on x

  Susan Li on Capex increase: Part of the rise is due to expanded buildouts, and part reflects expectations that construction costs will go up due to tariffs. $META

• @fenixash8 Sarah on x

  The future is here and turns out it really sucks

• @pkafka Peter Kafka on x

  Two years ago Meta had 77,000 employees. Then it had massive layoffs. Now Meta has... 77,000 employees. [image]

• @jukanlosreve @jukanlosreve on x

  It's surprising that Meta delivered an earnings surprise. How is that possible even though Chinese e-commerce companies have cut their ad spending?

• @munster_gene Gene Munster on x

  Many ask, ‘Where is the ROI from AI?’ $META's success is a clear example of that return—at scale

• @qcapital2020 @qcapital2020 on x

  $META Investor deck just came out Couple quick thoughts: ... What a terrific sticky business.  The FTC lawsuit is a win/win break us up we'll be valued at more on a piece-by-piece basis, don't break us up, we continue this same game plan.

• @bpodgursky Ben Podgursky on x

  [image]

• @stphnmaher Stephen Maher on x

  Is it ok if I think the future seems awful?

• @frynaomifry Naomi Fry on x

  i'm gonna break his glasses

• @markdistef Mark Di Stefano on x

  yeah and we're all trying to find the man who did this

• @coldhealing @coldhealing on x

  It makes me really really sad when I think about the millions of people who come home from work every night to watch Netflix scroll Facebook and occasionally see their 3 friends. It's hard not to see this as a way to capitalize on digital loneliness rather than address it.

• @walterkirn Walter Kirn on x

  But can they help you move a couch?

• @tomfgoodwin Tom Goodwin on x

  The very very very very worst people to shape the future of humanity seem to have all the power to shape the future of humanity. And nobody cares

• @mattyglesias Matthew Yglesias on x

  This is not assuaging my concerns https://www.slowboring.com/...

• @lukeburgis Luke Burgis on x

  Is it just me or is Zuck starting to distinctly mimic mannerisms and patterns of speech of his first investor?

• @edludlow Ed Ludlow on x

  Meta pared some after hours gains as CFO Susan Li noted the company has seen reduced spending from Asia-based e-commerce exporters to the US, and the overall spend for those advertisers is below the levels prior to April. $META

• @naspap3 Nasos Papadopoulos on x

  1) Create a ‘social network’ that disconnects people from each other 2) Insist that you are connecting the world, while pushing people further apart with addictive features that lead to alienation and polarisation 3) Introduce AI ‘friends’ as an innovative solution to the

• @alanmcole Alan Cole on x

  Um what? Zuck had a brief arc as the normal one and now he's back to being weird as hell. Look I'm antisocial and disagreeable and even I have way more than three.

• @somefabius Fabius on x

  Imagine hearing that the average American has three friends and coming to the conclusion that we must therefore invent twelve markov chain response bots for them

• @yasminthinks @yasminthinks on x

  I find the consistent anthropomorphising of tech more problematic than the tech itself

• @john_stepek John Stepek on x

  “It's 2030. Your chatbot friend Dave is inviting you to his week- long stag do in Tallin. He really wants you to go and demands you book the flight now. But you're not booking. Why is that, Leon?”

• @arischulman Ari Schulman on x

  “Facebook's founder solves the loneliness problem” is like those ads from cigarette companies telling you about how they're now smoking cessation companies.

• @mikeisaac Rat King on x

  i appreciate the linguistic hoops Meta jumps through to say “we can deal with trump tariffs wildness” w/o saying it directly “We continue to feel good about the fundamental drivers of our growth,” said Susan Li, CFO — which allow meta “to handle a variety of outcomes.”

• @munster_gene Gene Munster on x

  Stock is up 5%. Should be up more.

• @edludlow Ed Ludlow on x

  On CapEX Susan Li goes back to the justification being the advantage of scale going forward and that it puts more compute against the core business. “We are having a hard time meeting the demand teams have for compute across the company” $META

• @mikeisaac Rat King on x

  there it is. meta saw “some reduced spend from asia advertisers” based on anticipation of the de minimis exemption ending no callout to temu/shein any specific companies by name but what we thought would happen is happening

• @wallstengine @wallstengine on x

  $META CEO Zuckerberg: “Over the next 5-10 years, we think AI glasses become mainstream.” Why? “Glasses are the ideal form factor for AI — they let AI see what you see, hear what you hear, and blend physical with digital.”

• @wallstengine @wallstengine on x

  ZUCK: $META AI NOW HAS NEARLY A BILLION MONTHLY USERS Threads has hit 350M MAUs, and AI is driving platform engagement across the board — time spent up 7% on Facebook, 6% on Instagram, 35% on Threads over 6 months. Reels ads conversion rates jumped 5% after new rec model.

• @pkafka Peter Kafka on x

  If you took a drink every time someone on the Google, Snap or Meta earnings calls said “headwinds”, you'd have a bunch of drinks.

• @munster_gene Gene Munster on x

  CFO Susan Li says that European regulation could have an impact on growth in the back half of the year. Investors shrugged the comment off.

• @edludlow Ed Ludlow on x

  Meta is hiring with a focus on AI, infrastructure, reality labs. 2,800 employees added at outset of 2025. $META

• @drewfallon12 Drew Fallon on x

  Wall street never seems to learn that Meta's revenue is virtually immovable - the 2020 facebook boycott - iOS14.5 - 2025 tariffs Never makes an impact. If you ever see this stock dip on that news it's an auto hammer Meta up over 5% AH after reporting that it's fine [image]

• @stocksavvyshay Shay Boloor on x

  THE ENGINES OF THE 4TH INDUSTRIAL REVOLUTION ARE HUMMING — AND IN THIS MACRO CHAOS, $MSFT & $META ARE THE SIGNAL CUTTING THROUGH THE NOISE 🤩 [image]

• @stockmarketnerd Brad Freeman on x

  The word that comes to mind for $META DAUs is “pretty” [image]

• @munster_gene Gene Munster on x

  Zuckerberg sounds like he's on cloud nine—he's going pedal to the metal on AI investment, fueled by the strength of Meta's core business. $META

• @mikeisaac Rat King on x

  MZ talking a LOT about potential monetization of their products that dont make money (or not a lot of money) in a way that they normally dont do and tell investors “trust us we will be fine” which makes me think the global economy wackiness has em preemptively defending a bit

• @mikeisaac Rat King on x

  Zuckerberg on earnings call — business good am mostly waiting for analysts to give him a mealy mouthed question about temu/shein/china but meta biz was strong this quarter and they think it's still gonna be. (stock is up in afterhours) https://www.nytimes.com/...

• @munster_gene Gene Munster on x

  Revenue outlook was strong — effectively a 3% raise for June, since $META usually hits the top end of guidance. That's impressive given China ad headwinds. Without them, the raise might've been even bigger.

• @munster_gene Gene Munster on x

  Bottom line: Meta is growing revenue faster than most had expected (up 15%, vs. Street at 14%), and doing it with lower costs and higher margins.

• @richlightshed @richlightshed on x

  Zuck takes no prisoners— $META just killing it [image]

• @rihardjarc Rihard Jarc on x

  $META strong numbers both revenue and profit but more important the guide for Q2 looks good: -Guides Q2 Rev $42.5-45.5B v $43.3B estimates

• @edludlow Ed Ludlow on x

  BREAKING: $META boosts CapEx guide for 2025 to a range of $64B to $72B (up from $60-65B). “the majority of our capital expenditures for 2025 will continue to be directed to our core business.”

• @lexnfx Alexei Oreskovic on x

  $META beats Q1 targets on top and bottom lines, and gives strong guidance for Q2 (there had been some thoughts that maybe the company wouldn't give guidance due to tariffs)