Mark Zuckerberg – Meta's AGI Plan

Bullish:

• $METAAI - Meta's AI product has experienced rapid user growth, with nearly a billion monthly users, indicating strong market adoption and potential for future growth.

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

    Mark·0:12
• $AIWORKFORCE - AI is expected to increase demand for human workers in the foreseeable future, particularly in areas like customer support, contrary to common fears of job displacement.

  • “I tend to think that if for at least the foreseeable future, this is gonna lead towards more demand for people doing work, not less.”

    Mark·1:11:08
• $AIRESEARCH - AI progress is primarily driven by research and model development rather than product development, suggesting potential value in companies heavily invested in AI R&D.

  • “I think AI is interesting because more than some of the other stuff that we do, it is more research and model led than really product led.”

    Mark·1:01:24
• $NVIDIA - Nvidia plays a crucial role in AI infrastructure development, particularly in stabilizing new generations of compute systems for large-scale AI operations.

  • “So 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”

    Mark·14:48

Bearish:

• $CLOSEDAI - The rapid progress and innovation in open-source AI models over the past year may pose challenges to closed-source AI companies, potentially reducing their competitive advantage.

  • “I actually think that this has been a very good year for open source overall. Right? If you go back to the like, where we were last year, what we were doing with Llama was, like, the only real, super innovative open source model. Now you have a bunch of them in the field.”

    Mark·3:41