Mark Zuckerberg – Llama 4, DeepSeek, Trump, AI Friends, & Race to AGI

Bullish:

• $META - Meta AI is experiencing rapid user growth, with nearly a billion monthly active users, indicating strong potential for Meta's AI initiatives.

  • “Meta AI has almost a billion people using it now monthly, so that's, that's pretty wild.”

    Mark·0:12
• $AIINFRA - The development of AI infrastructure requires significant investment, time, and resources, suggesting long-term growth potential in this sector.

  • “If you wanna build, like, a gigawatt cluster of compute, that just is gonna take some time. Right? It, like, takes Nvidia a bunch of time to, like, stabilize their new generation of of of the systems, and then you need to figure out the networking around it, and then you need to, like, build the building, you need to get permitting, and you need to get the energy”

    Mark·1:07:02
• $AICS - AI in customer service is expected to handle a significant portion of customer issues within the next 3-5 years, with potential for further growth in the long term.

  • “But now, as the AI gets better, you're gonna get to this place where the AI can handle a bunch of people's issues. Not all of them. Right? Because, maybe ten years from now or something, it can handle all of them. But when we're thinking about, like, a three to five year time horizon, it'll be able to handle a bunch”

    Mark·1:20:35
• $AISAFETY - Investment in AI safety measures, including red teaming and expert oversight, is crucial as AI technology advances.

  • “And then just a lot of red teaming to make sure that you're you're, like, you you just have people or experts who are looking at this. It's like, alright. Is this model doing anything Mhmm. That isn't what I want after distilling from something?”

    Mark·54:12
• $OPENAI - OpenAI's approach to specialized AI models, particularly in areas like math and coding, shows promise in the evolving AI landscape.

  • “I think that there is this specialization that is, that's happening where if you want a model that is sort of the best at math problems or coding or different things like that, I I do think that these reasoning models with, a lot of, the ability to just consume more test time or inference time compute, in order to provide more intelligence is a really compelling paradigm.”

    Mark·3:41