The old Facebook is evolving well with its advertising model proving resilient even with the economic uncertainties witnessed in 2025. Revenue for the 1st quarter of $US42.3 billion is helping pay for the company’s next step. Mark Zuckerberg has been one of the most prominent figures when it comes to investing in AI, pouring extraordinary resources into infrastructure, talent, and model development to transition from a social media company into a leading AI powerhouse. The money they are paying the right people is extraordinary as they set up their “superintelligence team”: Elite researchers’ compensation packages of up to US $300 million over four years, including salary, bonuses, and equity, while at the other end of the scale, senior engineers are said to be commanding almost $US1mn pa.
- We like META’s direction, but success must be monitored carefully as the social platform goes “all in” on AI.
MM is cautiously bullish towards META
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