Meta 2025

1. Pietje Bell 30 januari 2025 16:08

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   Niet normaal hoe koers vandaag tot nu toe reageert: $705!
2. nine_inch_nerd 11 februari 2025 19:34

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   META EYES KOREAN AI CHIP STARTUP FURIOSAAI FOR ACQUISITION
   
   Meta is reportedly in advanced talks to acquire South Korea's AI chip startup FuriosaAI, founded by former Samsung engineer June Paik. The deal, which could close this month, would bolster Meta's custom AI chip efforts amid Nvidia chip shortages and rising demand for alternatives.
   
   FuriosaAI, known for its RNGD chip, claims three times better performance per watt than Nvidia’s H100 GPUs and plans to enter mass production in H2 2025. The chip is designed for large-scale AI models like Meta’s Llama 2 and 3. The startup has raised ~$115M in funding, backed by Naver and DSC Investment.
   
   Meta joins a growing race among tech giants like Google and Amazon to secure AI chip capabilities, with RNGD's efficiency and focus on inference making FuriosaAI a key player in the AI space.
   
   Source: Forbes
3. christo1 12 februari 2025 20:38

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   Moederbedrijf van Ray ban plant volgend jaar 10.000.000 stuks te produceren van Meta slimme Ray-Ban bril.
4. christo1 13 februari 2025 19:45

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   Dit aandeel goed bijhouden zou ik zeggen :
   
   Meta's open-source approach to AI, evidenced by projects like Llama, presents enormous opportunities for the company.
   Strong financials from social media advertising, with $48.39 billion in Q4 2024 revenue, support Meta's ambitious AI initiatives.
   The open-source strategy, validated by DeepSeek, accelerates innovation and positions Meta to stay at the cutting edge of AI development.
   Despite risks from regulation, competition, and Reality Labs' uncertain future, Meta's scale and financial resilience make it an attractive long-term investment.
   Digital Hands in Futuristic Network Connection Concept Art
   
   sankai/E+ via Getty Images
   
   Meta Platforms, Inc. (NASDAQ:META) (TSX:META:CA) has long been recognized for its dominance in social networking and digital advertising. Over the past few years, it has also risen to become a leader in artificial intelligence. There is also good reason to believe that Meta benefits the most from the recent open-source AI breakthroughs from DeepSeek-R1. Meta’s own open-source strategy puts it in a prime position to take advantage of possibly the biggest technological wave in modern industry.
   
   Welcoming DeepSeek’s Momentum
   The importance of DeepSeek’s AI innovations is that it further validates the concept of open-source development in AI. DeepSeek's breakthroughs only validate Meta's own open-source initiatives through its Llama family of models. DeepSeek’s successes indicate that open and collaborative ecosystems are more likely to drive both innovation and cost advantages.
   
   Meta appears poised to absorb a great deal of inspiration from DeepSeek’s breakthroughs, primarily because Meta and DeepSeek share a philosophical overlap in openness. Meta has already signaled its intention to build on the innovations it sees in other labs’ open-source models. The company is also large enough and sufficiently well-capitalized to incorporate new developments into its own AI frameworks. Thus, far from feeling threatened, Meta has been able to welcome DeepSeek’s momentum. The company’s scale and resources should also allow it to implement or adapt DeepSeek-like innovations swiftly. This should allow Meta to capture potential efficiency gains across Meta’s suite of AI systems. This includes its advanced recommendation engines, generative ad tools, and new AI-centric consumer products.
   
   DeepSeek-R1 Benchmark Performance
   DeekSeek-R1's mindblowing performance and cost-efficiency validates Meta's open-source approach. (DeepSeek)
   
   Growing Confidence in Open Source
   Meta's open-source approach demonstrates two beliefs. First, tapping into the ideas of a wider community can lead to quicker improvements. Second, usage at scale would in the end reinforce Meta’s own infrastructure advantages. DeepSeek’s emergence shows that open-source ecosystems can produce models just as capable as those from heavily funded, proprietary labs. In some ways, the success of DeepSeek acts as a powerful external validation of Meta’s strategy. Meta’s managers have often said they foresee an industry where top-tier AI models are not guarded by select corporations.
   
   There are immediate benefits for a company the size of Meta. As the global community freely works with the open-source platform Llama, a growing body of third-party integrations and tools will center on Meta’s ecosystem. This leads to more stable software, reduced development time, and stronger trust among enterprise clients. The rise of open-source AI is also likely to spur broader usage of large language models. Increased AI adoption means more computational demand. That demand, in turn, benefits Meta because it has poured tens of billions into building one of the world’s largest AI-focused data center footprints. As such, Meta is also in a great position profit from providing the back-end infrastructure that powers these next-generation tools.
   
   Cutting Workforce for an AI-Ready Future
   Meta has undergone notable restructuring, with waves of workforce reductions that trimmed less essential projects. Observers can be forgiven for feeling uneasy when a firm that was once hiring aggressively now makes deep cuts. However, this is actually a good sign as it shows that Meta's leadership truly understands the impact that AI will have on boosting developer productivity. Meta’s intention is to run leaner so it can fund a major push into AI without letting expenses spiral out of control. In the most recent quarter, total operating expenses actually increased by only five percent year over year, despite heavy infrastructure investments. This shift suggests a more disciplined cost structure. The era of “growth at all costs” that governed many tech companies in the late 2010s seems to be over. Meta is now wisely channeling resources into where it sees the greatest upside: AI innovation.
   
   Meta's recent financial results confirm that such belt-tightening has not come at the expense of revenue growth. In Q4, Meta increased revenue 21% YoY to $48.39 billion. The strong performance in advertising was largely fueled by better machine learning systems for ads targeting. Daily active people across its Family of Apps hit 3.35 billion in December 2024, emphasizing the network’s ongoing ability to engage users.
   
   Meta's 2024 CapEx of $39.23 billion shows that it's laser focused on building future AI capacity. The money being saved through workforce adjustments is clearly helping to bankroll new data center expansions. The company is guiding for even higher CapEx at $60–$65 billion for 2025. This likely reflects Meta’s intent to take advantage of trends that DeepSeek’s breakthroughs have amplified. In fact, there have been reports that Meta is already putting together "war rooms" of engineers to try to reveal DeepSeek's secrets.
   
   Financial Strength and Margins
   Meta’s financial statements give credence to its readiness to make big AI bets. The company ended 2024 with $77.81 billion in cash and marketable securities. The company's total debt was only $28.83 billion, which is nowhere near a level that jeopardizes solvency. With a free cash flow of $52.1 billion for the year, Meta has deep pockets to fund research, acquire AI hardware, and continue forging partnerships with chipmakers. Meanwhile, net income in the fourth quarter climbed to $20.8 billion, nearly a fourfold increase from two years earlier. An operating margin of 48% for the latest quarter emphasizes how profitable Meta’s core business truly is.
5. christo1 13 februari 2025 19:45

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   Vervolg :
   
   Analysts who once feared that heavy Reality Labs investments would eat into the company’s profitability are moderating their concerns. Reality Labs posted a quarterly loss of $5 billion, but advertising and other core segments continue to deliver enough growth to more than offset that. Investors do still want to see Reality Labs eventually begin to break even or generate new revenue streams. This concern no longer appears to be urgent thanks to the strength of Meta’s main profit engines. Put simply, the company is a cash machine even as it invests heavily in unproven technologies. This financial elasticity is one reason why Meta is an attractive stock.
   
   Metaverse
   Meta's AI direction is so promising that its reality labs failures are no longer at the forefront of investor worries. (Meta)
   
   Growth Opportunities in AI Infrastructure
   All of these factors feed into what may be Meta’s best hidden advantage of its position as a future AI infrastructure provider. As open-source usage grows, demand for large-scale training and inference servers is likely to skyrocket. It doesn't cost a small sum to build data centers that are specialized for advanced AI workloads. Meta has detailed how it plans to continue investing in its infrastructure to handle the surge in AI applications. The company is even thinking about putting a greater reliance on its own custom ASICs. If the momentum behind open-source continues, organizations may increasingly rely on Meta’s cloud and hardware capabilities to deploy their open-source AI models. Meta may eventually evolve into something like an AI “utility” for businesses wanting to use open-source models at scale.
   
   DeepSeek’s arrival in the market brightens that outlook, as it is likely to accelerate corporate AI adoption worldwide. If an enterprise can access a frontier model at a fraction of prior costs, that enterprise is more likely to incorporate AI into everyday operations. This, in turn, leads to higher demand for back-end compute and inference. Meta’s stated 2025 capital expenditures of up to $65 billion reflect an expectation that usage will ramp quickly. In effect, Meta stands ready to supply the “digital real estate” for the entire open-source community. By combining Llama’s open approach with a massive infrastructure build-out, Meta has a good chance to become the foundation for a global AI ecosystem.
   
   Risks and Challenges
   As bright as Meta’s prospects look, the company doesn't have unlimited immunity from downside threats. Regulatory scrutiny remains an ongoing concern. This is particularly true in Europe and the U.S., where policymakers have raised alarms about social media’s societal impact. Any new regulations that constrain data usage or impose new privacy mandates could negatively impact targeted advertising revenue. This would be terrible news for Meta, as advertising still makes up the bulk of its income. At the same time, the Reality Labs segment continues to generate billions in losses. While Meta can certainly handle these losses for now, investor patience could run out.
   
   Competition from other tech giants also presents a risk. Even as Meta invests in open source, companies like Google (GOOG) (GOOGL), Microsoft (MSFT), and OpenAI are investing even more in proprietary models. It is far from guaranteed that organizations who have adopted Llama will not move on to alternatives in the future. Likewise, the success of DeepSeek is a sign of how quickly new players can disrupt the market.
   
   Conclusion: A Forward-Looking Powerhouse
   Meta’s strong finances, massive user base, and unwavering commitment to open source make it an undeniable force in the modern tech world. DeepSeek's success also offers further evidence that Meta's open-source path can generate both cost and performance advantages. Meta has already shown how well it can use advanced AI for advertising optimization. As such, it seems likely that the company will continue to integrate new AI tools at every level. For instance, the company could improve recommendation systems, expand user engagement, and eventually offer AI infrastructure on a broader scale.
   
   None of this eliminates risk. Government oversight, ongoing losses in the Reality Labs division, and competition from other big tech players loom as serious challenges. Even so, the most recent earnings report demonstrates that Meta is far from a company in decline. On the contrary, the company is reshaping itself into one of the world’s foremost AI innovators. AI’s expansion and the collaborative advantage between DeepSeek-like innovations and Meta’s ecosystem means that the upside potential still outweighs the risks. At its valuation of $1.8 trillion and forward P/E of 28, Meta is still cheaper than many of its AI-focused big tech competitors. The fact that Meta is the only large tech company making any real effort in open-source AI makes it an even more solid long-term AI bet.
   
   "AWS Certified AI Practitioner Early Adopter"I am a DevOps Engineer for a major, wholly owned subsidiary of a large-cap Fortune 500. I am a true subject-matter expert on the actual buildout, deployment, and maintenance of AI tools and applications. I have increasingly deep knowledge on the science behind generative AI systems as a result of first-hand experience with machine learning algorithms, model training, and model deployment.I am currently in the process of obtaining more advanced AWS machine learning certifications to further my AI and machine learning expertise. I contribute to Seeking Alpha as an outlet to share my AI and machine learning insights through an investment-focused lens.Per TipRanks (2/5/25)2 Year Timeframe#968 out of 30,634 Financial Bloggers #1,611 out of 40,003 experts
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   Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in META over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
   
   Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
   
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   I do not think Meta strategy is to provide data center services (alas Amazon, Microsoft, or Alphabet) but to provide free AI services to enhance customer engagement and hence ad revenues. The CEO pointed to possibile AI services sales in case of more sophisticated profes
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   Meta is on a roll rising day after day. It touched all time high levels of $727 today.
   Will it fall from these high levels or rise further to cross the $750 level this month, that is the question, any body willing to hazard a guess?
6. Pietje Bell 13 februari 2025 21:13

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   • Pietje Bell

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   Moraal van verhaal en jouw strategie?
7. christo1 15 februari 2025 17:24

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   Interessant huiselijke robots, zou het toch waarheid worden zoals in de film i'am legend.
   
   De elektrische wagens zijn allezins al een feit, de huiselijke robot in de nabije toekomst.
   
   Hopelijk is de scène in de film waarbij de hoofdcomputer de controle overnam van de mens en robots wel geen feit dat waarheid wordt.
   
   Meta richt robotica-afdeling op; denkt na over humanoïde robot'
   
   Door Jay Stout
   
   Redacteur
   
   Feedback • 15-02-2025 13:13 39
   Meta zou een team hebben opgericht dat zich toelegt op de ontwikkeling van robotica. Het Amerikaanse bedrijf overweegt om een eigen humanoïde robot te maken, maar zou ook een onderliggend softwareplatform willen ontwikkelen dat door andere bedrijven kan worden gebruikt.
   
   Persagentschap Bloomberg schrijft dat de focus van de eerste humanoïde robot voornamelijk op huishoudelijke taken zal komen te liggen. Het Amerikaanse wil daarnaast werk maken van onderliggende AI, sensoren en roboticasoftware die door andere bedrijven kan worden aangekocht. Meta zou hierover al gesprekken hebben gevoerd met verschillende roboticabedrijven, waaronder Unitree Robotics en Figure AI.
   
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   Marc Whitten zal het team naar verluidt leiden. Whitten heeft de voorbije jaren ervaring opgedaan bij Microsoft Xbox, Sonos, Unity en Cruise. Dat laatste bedrijf is onderdeel van de Amerikaanse autofabrikant General Motors met een focus op zelfrijdende wagens. Andrew Bosworth, de chief technology officer bij Meta, zou in een interne memo hebben gezegd dat bepaalde technologieën van Meta complementair zijn aan de technologieën die nodig zijn voor de verdere ontwikkeling van robotica. Meta heeft op dit moment nog geen verklaring afgelegd over de oprichting van het team.
   
   Als de geruchten kloppen, is Meta niet het enige Amerikaanse techbedrijf dat robots wil ontwikkelen. Anonieme bronnen stelden begin 2024 immers dat Apple ook aan robots werkt voor in huis. De ontwikkeling bevond zich toen nog in een zeer vroeg stadium. Tesla had in 2022 ook een eerste prototype van een humanoïde robot gepresenteerd: Optimus. In het najaar van 2023 toonde het Amerikaanse bedrijf de tweede generatie van deze robot: Optimus Gen 2.
8. nine_inch_nerd 17 februari 2025 12:48

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   Pensioenfonds ABP stapt naast Tesla ook uit Alphabet en Meta
   11:30u FD
   Het grootste pensioenfonds van Nederland en de EU, ABP, heeft vorig jaar zijn aandelen in Alphabet, Meta en Tesla verkocht. Drie techbedrijven waarvan de koersen mede door Donald Trump fors stegen.
9. christo1 18 februari 2025 17:53

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   Meta Platforms (NASDAQ:META) announced a new developer conference dubbed LlamaCon, which is scheduled for April 29.
   
   Meta's Llama model was downloaded more than 650M times in 2024, and Meta AI reached about 600M average daily users by the end of the year, the social media company reported. The surge in popularity prompted the Mark Zuckerberg-led company to create LlamaCon.
   
   "Following the unprecedented growth and momentum of our open-source Llama collection of models and tools, we're excited to introduce LlamaCon—a developer conference for 2025 that will take place April 29," Meta said.
   
   Meta plans to reveal its latest open source, artificial intelligence-powered tools to help developers build apps and other products at LlamaCon.
   
   The company also announced the date of this year's Meta Connect, which is slated for September 17-18.
   
   "As in years past, we'll share the latest and greatest in Meta Horizon updates, peel back the curtain on tomorrow's tech, and give XR devs the tools they need to help build for the next computing platform today," the company said.
   
   Last year, Meta revealed its Meta Quest 3S virtual reality headset.
10. nine_inch_nerd 27 februari 2025 22:51

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    Meta Set to Launch Standalone AI App, Challenging OpenAI's ChatGPT Dominance - CNBC
    stockwhiz.ai/us/news/technology/meta-...