“And second, our AI investments continue to require serious infrastructure, and I expect to continue investing significantly there too.”

In context

“next year and I think that they're going to be a big deal on several fronts, new modalities capabilities, stronger reasoning and much faster. It seems pretty clear to me that open source will be the most cost effective, customizable, trustworthy, performant and easiest to use option that is available to developers and I am proud that Llama is leading the way on this. Right now it's the time of the year at Meta when we plan our budget for the next year, and that's still in progress, but I wanted to share a few things that have stood out to me as we've gone through this process so far. First, it's clear that there are a lot of new opportunities to use new AI advances to accelerate our core business that should have strong ROI over the next few years, so I think we should invest more there. And second, our AI investments continue to require serious infrastructure, and I expect to continue investing significantly there too. We haven't decided on a final budget yet, but those are some of the directional trends that I'm seeing. Now, moving on, this quarter, we also had several milestones around Reality Labs and the integration of AI and wearables. Ray-Ban Meta AI glasses are the prime example here. They're great-looking glasses that let you take photos and videos, listen to music, and take calls, but what makes them really special is the Meta AI integration. With our new updates, it'll be able to not only answer your questions throughout the day, but also help you remember things, give you suggestions as you're doing things using real-time multimodal AI, and even translate other languages right in your ear for you. I continue to think that glasses are the ideal form factor for AI because you can let your AI se”