“We're planning to fund all this by at the same time investing aggressively in initiatives that use these AI advances to increase revenue growth.”

In context

“e a defining year that determines if we're on a path towards many hundreds of millions and eventually billions of AI glasses and glasses being the next computing platform like we've been talking about for some time or if this is just going to be a longer grind. But it's great overall to see people recognizing that these glasses are the perfect form factor for AI, as well as just great, stylish glasses. These are all big investments, especially the hundreds of billions of dollars that we will invest in AI infrastructure over the long-term. I announced last week that we expect to bring online almost 1 gigawatt of capacity this year, and we're building a 2 gigawatt and potentially bigger AI datacenter, that is so big that it will cover a significant part of Manhattan if it were placed there. We're planning to fund all this by at the same time investing aggressively in initiatives that use these AI advances to increase revenue growth. And we've put together a plan that will hopefully accelerate the pace of these initiatives over the next few years. That’s what a lot of our new headcount growth is going towards. And how well we execute on this will also determine our financial trajectory over the next few years. There are a number of other important product trends related to our family of apps that I think we’re going to know more about this year as well. We're going to learn what's going to happen with TikTok, and regardless of that I expect Reels on Instagram and Facebook to continue growing. I expect Threads to continue on its trajectory to become the leading discussion platform and eventually reach 1 billion people over the next several years. Threads now has more than 320 million monthly actives and has been adding”