Tech
Mark Zuckerberg
Mark Zuckerberg
AI-colored glasses

Ahead of earnings, Meta CEO Zuckerberg posts manifesto about superintelligence

Meta: Personal devices like smart glasses will become our primary computing devices.

Rani Molla

Meta CEO Mark Zuckerberg posted a mini manifesto about superintelligence this morning, ahead of the company’s earnings report this afternoon. It includes plenty of standard AI booster fare about AI that’s more capable than humans being near and how it will bring about the next Industrial Revolution and make the world a better place.

The note zeroes in on the idea of bringing “personal superintelligence” to the masses to help users “achieve your goals, create what you want to see in the world, experience any adventure, be a better friend to those you care about, and grow to become the person you aspire to be.”

“Personal superintelligence that knows us deeply, understands our goals, and can help us achieve them will be by far the most useful,” Zuckerberg wrote, adding that personal devices like the smart glasses that Meta is working on will be the primary device through which people can access the tech.

Analysts expect Meta’s profit growth to be the slowest it’s been in two years and think the company’s AI endeavors, like its superintelligence team, will drive up capex.

Here’s the whole note:

“Over the last few months we have begun to see glimpses of our AI systems improving themselves. The improvement is slow for now, but undeniable. Developing superintelligence is now in sight.

It seems clear that in the coming years, AI will improve all our existing systems and enable the creation and discovery of new things that aren’t imaginable today. But it is an open question what we will direct superintelligence towards.

In some ways this will be a new era for humanity, but in others it’s just a continuation of historical trends. As recently as 200 years ago, 90% of people were farmers growing food to survive. Advances in technology have steadily freed much of humanity to focus less on subsistence and more on the pursuits we choose. At each step, people have used our newfound productivity to achieve more than was previously possible, pushing the frontiers of science and health, as well as spending more time on creativity, culture, relationships, and enjoying life.

I am extremely optimistic that superintelligence will help humanity accelerate our pace of progress. But perhaps even more important is that superintelligence has the potential to begin a new era of personal empowerment where people will have greater agency to improve the world in the directions they choose.

As profound as the abundance produced by AI may one day be, an even more meaningful impact on our lives will likely come from everyone having a personal superintelligence that helps you achieve your goals, create what you want to see in the world, experience any adventure, be a better friend to those you care about, and grow to become the person you aspire to be.

Meta’s vision is to bring personal superintelligence to everyone. We believe in putting this power in people’s hands to direct it towards what they value in their own lives.

This is distinct from others in the industry who believe superintelligence should be directed centrally towards automating all valuable work, and then humanity will live on a dole of its output. At Meta, we believe that people pursuing their individual aspirations is how we have always made progress expanding prosperity, science, health, and culture. This will be increasingly important in the future as well.

The intersection of technology and how people live is Meta’s focus, and this will only become more important in the future.

If trends continue, then you’d expect people to spend less time in productivity software, and more time creating and connecting. Personal superintelligence that knows us deeply, understands our goals, and can help us achieve them will be by far the most useful. Personal devices like glasses that understand our context because they can see what we see, hear what we hear, and interact with us throughout the day will become our primary computing devices.

We believe the benefits of superintelligence should be shared with the world as broadly as possible. That said, superintelligence will raise novel safety concerns. We’ll need to be rigorous about mitigating these risks and careful about what we choose to open source. Still, we believe that building a free society requires that we aim to empower people as much as possible.

The rest of this decade seems likely to be the decisive period for determining the path this technology will take, and whether superintelligence will be a tool for personal empowerment or a force focused on replacing large swaths of society.

Meta believes strongly in building personal superintelligence that empowers everyone. We have the resources and the expertise to build the massive infrastructure required, and the capability and will to deliver new technology to billions of people across our products. I’m excited to focus Meta’s efforts towards building this future.

– Mark”

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Google uses an AI-generated ad to sell AI search

Google is using AI video to tell consumers about its AI search tools, with a Veo 3-generated advertisement that will begin airing on TV today. In it, a cartoonish turkey uses Google’s AI Mode to plan a vacation from its farm before it’s eaten for Thanksgiving.

Like other AI ad campaigns that have opted to depict yetis or famous artworks rather than humans, Google chose a turkey as its protagonist to avoid the uncanny valley pitfall that happens when AI is used to generate human likenesses.

Google’s in-house marketing group, Google Creative Lab, developed the idea for the ad — not Google’s AI — but chose not to prominently label the ad as AI, telling The Wall Street Journal that consumers don’t actually care how the ad was made.

Google’s in-house marketing group, Google Creative Lab, developed the idea for the ad — not Google’s AI — but chose not to prominently label the ad as AI, telling The Wall Street Journal that consumers don’t actually care how the ad was made.

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Amazon, Alphabet, Meta, and Microsoft combined spent nearly $100 billion on capex last quarter

The numbers are in and tech giants Amazon, Alphabet, Meta, and Microsoft spent a whopping $97 billion last quarter on purchases of property and equipment. That’s nearly double what it was a year earlier as AI infrastructure costs continue to balloon and show no sign of stopping. Amazon, which reported earnings and capital expenditure spending that beat analysts’ expectations yesterday, continued to lead the pack, spending more than $35 billion on capex in the quarter that ended in September.

Note that the data we’re using here is from FactSet, which strips out finance leases when calculating capital expenditures. If those expenses were included the total would be well over $100 billion last quarter.

Apple Store in China

Apple reports Q4 earnings and revenue slightly above Wall Street estimates

The iPhone maker reported its FY 25 fourth-quarter earnings Thursday.

#10
Rani Molla

Tesla just recalled its beleaguered Cybertruck for the 10th time since the vehicle was introduced two years ago. This time the company recalled about 6,000 of the “apocalypse-proof” vehicles due to what the National Highway Traffic Safety Administration says is an improperly installed “optional off-road light bar accessory” that could become disconnected from the windshield while driving, and could “create a road hazard for following motorists and increase their risk of a collision.”

CEO Elon Musk once said he could sell up to 500,000 of the stainless steel behemoths a year. In the first three quarters of this year, the company has sold only about 16,000.

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