Meta’s $72 Billion AI Gamble: Genius or Madness? скачать в хорошем качестве

Meta’s $72 Billion AI Gamble: Genius or Madness?

Meta is placing one of the single biggest bets in the history of business. In this deep dive, we tear into Meta’s financial reports to understand their massive $72 billion spending spree on artificial intelligence. From the race for "superintelligence" to the multi-billion dollar losses at Reality Labs, we explore whether Meta is building the next great computing platform or the world’s most expensive moonshot. We break down the "Two Metas"—the hyper-profitable advertising engine and the cash-burning metaverse division—to see if the numbers truly add up. Key Topics Covered: The AI Bet: Why Meta is pivoting toward "superintelligence" and generative AI. Financial Anatomy: A look at the $17 billion quarterly spend and the massive increase in physical infrastructure. The Ad Engine: How AI is already driving a 21% increase in ad revenue. The Reality Labs Question: Analyzing the $18 billion annual loss in the metaverse division. Risk vs. Reward: The official factors that could derail Meta’s entire strategy. Video Timestamps: 0:00 - Meta's $72 Billion AI Gamble 1:15 - Part 1: The AI Bet & The Race for Superintelligence 1:52 - Part 2: Anatomy of the Spend (The $17B Quarter) 2:34 - Understanding the Depreciation "Headwind" 3:14 - Part 3: Advertising Payoff—Is the Bet Working? 4:21 - Part 4: The Reality Labs Question (A Tale of Two Metas) 5:34 - Part 5: Official Risk Factors & The Reality of the Strategy 6:11 - Conclusion: The Next Platform or a Moonshot?