CLAIM #41876 · Meta Platforms Inc. (META) · 2024Q4 earnings call · Jan 29, 2025 · due Dec 31, 2025
“This year the improvements of the business are going to be taking the AI methods and applying them to advertising and recommendations and feeds and things like that.”
Mark Zuckerberg · CEO
In context
“nce they're at scale that we really start focusing on monetization. So sometimes we'll experiment with monetization before, we're running some experiments with Threads now, for example. But we typically don't really ramp these things up or see them as meaningfully contributing to the business until we reach quite a big scale. So the thing that I think is going to be meaningful this year is the kind of getting of the AI product to scale. Last year was sort of the introduction and starting to get to be used. This year my kind of expectation and hope is that we will be at a sufficient scale and have sufficient kind of flywheel of people using it and improvement from that, that this will have a durable advantage. But that doesn't mean that it's going to be a major contributor to the business. This year the improvements of the business are going to be taking the AI methods and applying them to advertising and recommendations and feeds and things like that. So the actual business opportunity for Meta AI and AI studio and business agents and people interacting with these AIs remains outside of '25 for the most part. And I think that's an important thing for us to communicate and for people to internalize as you're thinking about our prospects here. But nonetheless, we've run a process like this many times. We built a product. We make it good. We scale it to be large. We build out the business around it. That's what we do. I'm very optimistic, but it's going to take some time. Kenneth Dorell: Great. Thank you, everyone, for joining us today. We appreciate your time, and we look forward to speaking with you again soon. Operator: This concludes today's conference call. Thank you for your participation, and you may now disconnect.”
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SEC filings for META ↗ · Claim quote is verbatim from the 2024Q4 earnings call.