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the current state of your revenue backlog as of Q4
the opportunity that's continuing to present itself in terms of rolling out more robotics and automation and the broader theme of physical AI across your operations
how do you think about positioning the company for the medium term, given all the levels of uncertainty out there about how the global trade environment might shift
when you think about the news that came out of China over the last couple of weeks and think longer term about bending the cost curve lower with AI
the pathway to closing the gaps for the need for compute
the opportunity set you see with each passing generation of custom silicon
the implications of changed consumer behavior
drive differentiation for Gemini as a platform
the long-term cost curve for AI
Have we yet seen the full first-order effects of scaling the business against applying more compute to it? Or how should investors think about the directional relationship between applying more com...
maybe reflect a little bit on the signals you've gotten on the way consumers across family of apps interact with Meta AI today? And how you think about scaling and exiting models from the superinte...
I wanted to know what your key learnings were as you went deep into that strategy that informed some of the shifts in both talent, acquisition and compute
I want to know if you go a little bit deeper on how we should be thinking about those two components driving some of the commentary you've given around OpEx and CapEx over the next 12 to 18 months
Can you bring us into a little bit the decision process to do a standalone app, what that might change in terms of utility, frequency, or scale relative to what you see inside Family of Apps today?
how your approach to open source could possibly bend the cost curve and improve return on capital for AI over the medium to long-term?