Meta在元宇宙上浪费了3000亿美元，如今又在AI上烧钱，而该产品是免费赠送、没有进入壁垒；自由现金流从两三年前的300-400亿美元降至负200亿美元，因此Meta并未受益。
逐段跳播
来说说扎克伯格先生。这家伙在元宇宙上浪费了3000亿美元。他把公司名字从Facebook改成了Meta。这太荒唐了。他浪费了3000亿美元。现在，他做出了一个产品。想想看，他们本来拥有一项世界级的业务，基本上就是垄断，对吧？
Instagram、Facebook，没人能跟他们竞争。后来者都能看出，你拥有独占的力量。两三年前，他们有300到400亿美元的自由现金流。400亿美元，大概是两三年前吧。现在，他们自由现金流要变成负的，负200亿美元。
明白吗？也就是说，他们在彻底烧钱。他们正在做一个叫Muse的产品。你知道吗？谷歌今天发布了一个公告。苹果也会有一个。有40个这样的东西要出来。而且这是个免费产品，Maggie。
所以，想想烧钱这件事。你有一个现金垄断。你把这些现金花在AI上，做出来的产品却免费送人，而且没有进入门槛。就是这样，你明白吧，所以很明显，Meta从中得不到好处。
Let's talk about Mr. Zuckerberg. The guy has wasted $300 billion in the metaverse. He changed the company name from Facebook to Meta. This is ridiculous. He wasted $300 billion.
Now, he has created a product. Just think, they had a world-class business that was basically a monopoly , right? Instagram, Facebook, no one can compete with them. Those who have come can see that you have exclusive power.
Two years ago they had $30-40 billion in free cash flow. $40 billion, maybe two to three years ago. Now, they are going to negative free cash flow minus $20 billion. Okay ? That is, they are completely wasting cash.
They are creating a product called Muse. And you know what? Google made an announcement today. Apple will have one too. There are 40 such things coming. And it's a free product, Maggie.
So, think about burning cash. You have a cash monopoly. You're spending that cash on AI for a product that you're giving away for free, with no barriers to entry. It's just, you understand , so clearly, Meta doesn't benefit from this.