Mark Zuckerberg says Meta isn’t worried about DeepSeek

Nearly everyone seems to be suddenly freaking out about the rise of DeepSeek. Meta isn’t worried, though.

That was CEO Mark Zuckerberg’s message to investors during his company’s fourth-quarter earnings call on Wednesday. During the Q&A portion of the call with Wall Street analysts, Zuckerberg fielded multiple questions about DeepSeek’s impressive AI models and what the implications are for Meta’s AI strategy. He said that what DeepSeek was able to accomplish with relatively little money has “only strengthened our conviction that this is the right thing to be focused on.”

Zuckerberg noted that “there’s a number of novel things they did we’re still digesting” and that Meta plans to implement DeepSeek’s “advancements” into Llama. DeepSeek caused a massive sell-off in AI stocks due to fears that models will no longer need as much computing power. Zuckerberg tried to dispel concerns that the billions of dollars he’s spending on GPUs will go to waste: “I continue to think that investing very heavily in CapEx and infra is going to be a strategic advantage over time.”

His argument is in line with the growing consensus that computing resources will move from the training phase of AI development …read more