$META

META

Meta Platforms Inc. Class A Common Stock

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10-02
The Compound发布 2026-10-02
《Is Gen Z Completely Cooked? | TCAF 262》
$META看涨
说话者持有 META 的多头仓位,因超卖而在 560 买入,并认为 Muse 虽延迟但安全地推出是一项积极的战略变化。

但这件事的时机很奇怪,它发生在 Meta 的股价因 Muse 的推出而暴涨的两天之后。

But the timing of that, which came two days after Meta's stock skyrocketed due to the launch of Muse, is odd.

马克·扎克伯格,他推出了 Muse。还记得我们当时都说:“天哪,他们在租用数据中心,却没有自己的产品;这会是一场灾难。”Meta 的股价暴跌,顺便说一句,我买了,因为它被超卖了。

然后他宣布了 Muse,说:“我们之前没有谈过这件事,也没有推出它,因为我们不想在确切知道这个产品是什么、并且解决所有安全问题之前就推出它。”然后他们以一种不符合扎克伯格一贯风格的方式推出了它。

他改变了自己的做法,现在他比平时更慢。这才是正确的做法。我尊重这一点。

Mark Zuckerberg, who launched Muse. And remember when we all said, "Oh my God, they're leasing data centers and they don't have their own product; it's going to be a disaster."

Meta's stock plummeted, which I had bought, by the way, because it was oversold . Then he announced Muse, saying, "We hadn't talked about this, and we hadn't launched it because we didn't want to launch it until we knew exactly what the product was and until we had resolved all the safety issues."

Then they launched it in a way that was uncharacteristic of Zuckerberg. He changed his approach, and now he's slower than usual. That's the right way. And I respect that.

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10-01
《Google And Meta Will Beat OpenAI And Anthropic》
$META看涨
META是AI领域的顶级赢家;强劲的现金流为AI提供资金且无债务风险,广泛的渠道分发推动采用。

我会解释为什么我认为Google和Meta是两家最有条件在人工智能领域胜出的公司。

And I will explain why I believe that Google and Meta are the two companies best positioned to win in the field of artificial intelligence.

在这一时期,Mark Zuckerberg经历了一场彻底的转变。它在数据中心、购买处理器和训练模型上花费了数百亿美元,即便不是数千亿,还利用其员工并监控他们工作中最细微的细节来向他们学习。

他甚至彻底改变了公司的方向,把Facebook和Instagram的资源投入到成为人工智能领域的领导者上。

During this period, Mark Zuckerberg underwent a radical transformation. It spent tens, if not hundreds, of billions of dollars on data centers, purchasing processors, and training its models, using its employees and monitoring the smallest details of their work to learn from them.

He went so far as to completely change the direction of his company and dedicate Facebook and Instagram's resources to becoming leaders in artificial intelligence.

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