勇闯华尔街
07-10
前几天不还卖算力吗，这个老登在玩啥？
Meta加入AI价格战！首推付费大模型，能力超越Google，定价仅为Anthropic四分之一
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23:35","market":"us","language":"zh","title":"Meta加入AI价格战！首推付费大模型，能力超越Google，定价仅为Anthropic四分之一","url":"https://stock-news.laohu8.com/highlight/detail?id=2650961973","media":"华尔街见闻","summary":"Meta推出旗舰模型Muse Spark 1.1，其在Agent能力、编程和多模态等多个测试项目中，成绩已经超过Google的Gemini模型。扎克伯格透露，Meta API的定价约为OpenAI和Anthropic同类顶级模型官方价格的四分之一。","content":"<html><head></head><body><blockquote><p>Meta推出旗舰模型Muse Spark 1.1，其在Agent能力、编程和多模态等多个测试项目中，成绩已经超过Google的Gemini模型。扎克伯格透露，Meta API的定价约为OpenAI和Anthropic同类顶级模型官方价格的四分之一。</p></blockquote><p style=\"text-align: justify;\">在竞争日益激烈的AI工具市场，马克·扎克伯格（Mark Zuckerberg）希望靠价格取胜。</p><p style=\"text-align: justify;\"><strong>Meta Platforms</strong>发布了旗下最先进人工智能模型<strong>Muse Spark 1.1</strong>，并首次为开发者推出付费版本。</p><p style=\"text-align: justify;\">这也是Meta首次向企业收取模型使用费用，为公司开辟新的收入来源。扎克伯格在发布前接受采访时表示，该产品将成为市场上<strong>价格最具竞争力</strong>的AI模型之一。</p><p style=\"text-align: justify;\">“由于这不是一个开源模型，我认为这是我们第一次真正认真推出API（应用程序编程接口）服务。”扎克伯格表示：</p><blockquote><p style=\"text-align: justify;\">“我们的定价将会非常激进、非常有吸引力。”</p></blockquote><p style=\"text-align: justify;\">周四Meta股价低开高走，截至发稿上涨0.19%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0ef28791633717a97af68125a41208d9\" tg-width=\"1352\" tg-height=\"854\"/></p><h2 id=\"id_3941362659\">主打AI Agent能力，定价为竞品1/4</h2><p style=\"text-align: justify;\">扎克伯格表示，<strong>Muse Spark 1.1最大的提升在于Agent（智能体）能力</strong>。</p><p style=\"text-align: justify;\">Agent已成为今年AI行业最热门的话题之一，通常指能够代表用户完成多步骤任务的AI系统。扎克伯格称，Muse Spark 1.1在Agent推理能力和工具调用方面已经达到“业界领先或非常接近领先”的水平。</p><p style=\"text-align: justify;\">他还表示，该模型在编程（Coding）能力方面也有显著提升，目前Meta内部员工已经利用该模型开发公司旗下各类应用的新产品和新功能。</p><p style=\"text-align: justify;\">与此同时，Meta还将推出全新的Meta Model API平台，用于向开发者收费。</p><p style=\"text-align: justify;\">扎克伯格透露，Meta API的定价约为<strong>OpenAI和Anthropic同类顶级模型官方价格的四分之一</strong>。开发者可在一定额度内免费使用模型，超过规定Token配额后才需要付费。</p><p style=\"text-align: justify;\">扎克伯格表示，Meta的目标是让更多人能够使用公司的AI技术。</p><blockquote><p style=\"text-align: justify;\">“其他一些AI实验室的定价非常高，利润率也非常高。我们相信，完全可以以更低的成本提供最前沿、最高水平的智能。”</p></blockquote><h2 id=\"id_3185344609\">承诺投入数千亿美元，Meta模型首次全面超过Google模型</h2><p style=\"text-align: justify;\">42岁的扎克伯格正大举投资AI，以追赶OpenAI和Alphabet等竞争对手，实现他所称的超级智能（Superintelligence）——即AI能够在各种任务上超越人类。</p><p style=\"text-align: justify;\">Meta已经承诺投入<strong>数千亿美元</strong>建设实现超级智能所需的基础设施，包括数据中心和高端AI芯片。本周，公司还宣布将在加拿大投资<strong>100亿美元建设数据中心</strong>，并发布了一款新的图像生成模型。</p><p style=\"text-align: justify;\">尽管如此，Meta过去几代模型整体测试成绩一直落后于Anthropic、OpenAI和Google。</p><p style=\"text-align: justify;\">不过，扎克伯格表示，<strong>Muse Spark 1.1的竞争力已大幅提升，在Agent能力、编程和多模态等多个测试项目中，成绩已经超过Google的Gemini模型。</strong></p><blockquote><p style=\"text-align: justify;\">“这是一个非常重要的里程碑。这是Meta模型第一次全面超过Google所有模型。”</p></blockquote><h2 id=\"id_3766276917\">AI实验室重组，战略转向闭源收费模式</h2><p style=\"text-align: justify;\">过去一年，扎克伯格为了推进AI战略，对Meta进行了大规模调整。</p><p style=\"text-align: justify;\">2025年春季一次模型发布表现不及预期后，扎克伯格亲自介入重建AI团队，其中包括聘请Scale AI创始人Alexandr Wang负责新的AI部门，并进行了多轮裁员及组织架构重组。</p><p style=\"text-align: justify;\">与此同时，Meta的AI战略也发生重大转变。</p><p style=\"text-align: justify;\"><strong>此前，Meta一直坚持打造免费开放的开源模型；如今，公司开始优先开发可收费的闭源模型，例如Muse Spark 1.1，而这一转型几乎意味着重新构建整套技术体系。</strong></p><p style=\"text-align: justify;\">扎克伯格对此表示满意。“整体来看，我们的发展比预期更好。”</p><p style=\"text-align: justify;\">他承认，Meta目前仍落后于Anthropic和OpenAI等领先AI实验室，但透露公司还有一款代号Watermelon的新模型正在研发，有望帮助Meta进一步突破AI智能的能力边界。</p><p style=\"text-align: justify;\">对于发布时间，他表示目前重点仍是提升模型质量，因此不会透露具体时间表。</p><h2 id=\"id_4051918793\">扎克伯格：必须掌握底层模型，才能打造最佳AI助手</h2><p style=\"text-align: justify;\">研发前沿AI模型成本极高，但扎克伯格认为，这项投入符合Meta的长期使命——打造人人都能使用的个人AI助手（Personal Agent）。</p><p style=\"text-align: justify;\">他说，如果Meta依赖其他公司的模型，就无法保证这些模型是围绕个人助手这一核心场景进行设计。</p><p style=\"text-align: justify;\">“如果你真的想打造最好的用户体验，就必须能够塑造底层技术。”扎克伯格表示，掌握底层模型意味着Meta能够“提供我们认为最佳的产品体验”。</p><p style=\"text-align: justify;\">他也不同意AI最终会彻底商品化、不同模型之间毫无差异的观点。</p><p style=\"text-align: justify;\">扎克伯格举例称，Anthropic最新模型Mythos因涉及美国国家安全问题而受到限制，这说明领先AI公司已经开始控制最先进模型能力，而非全面开放。</p><p style=\"text-align: justify;\">“真正先进的能力并没有广泛扩散。”他说，“Anthropic保留了最强模型，只发布了一个相对简化的版本。无论他们出于什么原因，这至少说明，我并不认为行业一定会走向所有最先进AI能力都向所有人开放的方向。”</p><h2 id=\"id_873002748\">回应商业化质疑：Meta正在建立完整AI盈利模式</h2><p style=\"text-align: justify;\">Meta预计2026年资本开支将再创新高，同时投入数十亿美元招募AI人才建设Meta Superintelligence Labs，并计划继续向AI基础设施投入数千亿美元。</p><p style=\"text-align: justify;\">如此庞大的投入也引发外界质疑：Meta究竟如何实现盈利？</p><p style=\"text-align: justify;\">今年4月公布财报后，尽管收入和利润均超预期，但由于市场担心Meta缺乏清晰的AI商业模式，公司股价一度下跌近9%。</p><p style=\"text-align: justify;\">近几个月，Meta陆续推出一系列商业化举措，包括：</p><blockquote><p style=\"text-align: justify;\">推出面向消费者的AI聊天机器人订阅服务；</p><p style=\"text-align: justify;\">计划向企业销售AI Agent；</p><p style=\"text-align: justify;\">开始收费提供旗舰AI模型API；</p><p style=\"text-align: justify;\">规划云计算业务，未来可能出售算力和AI基础设施。</p></blockquote><p style=\"text-align: justify;\">扎克伯格表示，Meta希望通过更合理的API定价，让更多开发者能够使用先进AI技术。“总得有人去研发这些模型，并确保最高质量的智能能够惠及所有人。”他说。</p><p style=\"text-align: justify;\">他最后强调，Muse Spark 1.1也将为免费版Meta AI聊天机器人提供底层支持，这意味着普通用户依然可以免费体验这一最新模型。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meta加入AI价格战！首推付费大模型，能力超越Google，定价仅为Anthropic四分之一</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeta加入AI价格战！首推付费大模型，能力超越Google，定价仅为Anthropic四分之一\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-07-09 23:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>Meta推出旗舰模型Muse Spark 1.1，其在Agent能力、编程和多模态等多个测试项目中，成绩已经超过Google的Gemini模型。扎克伯格透露，Meta API的定价约为OpenAI和Anthropic同类顶级模型官方价格的四分之一。</p></blockquote><p style=\"text-align: justify;\">在竞争日益激烈的AI工具市场，马克·扎克伯格（Mark Zuckerberg）希望靠价格取胜。</p><p style=\"text-align: justify;\"><strong>Meta Platforms</strong>发布了旗下最先进人工智能模型<strong>Muse Spark 1.1</strong>，并首次为开发者推出付费版本。</p><p style=\"text-align: justify;\">这也是Meta首次向企业收取模型使用费用，为公司开辟新的收入来源。扎克伯格在发布前接受采访时表示，该产品将成为市场上<strong>价格最具竞争力</strong>的AI模型之一。</p><p style=\"text-align: justify;\">“由于这不是一个开源模型，我认为这是我们第一次真正认真推出API（应用程序编程接口）服务。”扎克伯格表示：</p><blockquote><p style=\"text-align: justify;\">“我们的定价将会非常激进、非常有吸引力。”</p></blockquote><p style=\"text-align: justify;\">周四Meta股价低开高走，截至发稿上涨0.19%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0ef28791633717a97af68125a41208d9\" tg-width=\"1352\" tg-height=\"854\"/></p><h2 id=\"id_3941362659\">主打AI Agent能力，定价为竞品1/4</h2><p style=\"text-align: justify;\">扎克伯格表示，<strong>Muse Spark 1.1最大的提升在于Agent（智能体）能力</strong>。</p><p style=\"text-align: justify;\">Agent已成为今年AI行业最热门的话题之一，通常指能够代表用户完成多步骤任务的AI系统。扎克伯格称，Muse Spark 1.1在Agent推理能力和工具调用方面已经达到“业界领先或非常接近领先”的水平。</p><p style=\"text-align: justify;\">他还表示，该模型在编程（Coding）能力方面也有显著提升，目前Meta内部员工已经利用该模型开发公司旗下各类应用的新产品和新功能。</p><p style=\"text-align: justify;\">与此同时，Meta还将推出全新的Meta Model API平台，用于向开发者收费。</p><p style=\"text-align: justify;\">扎克伯格透露，Meta API的定价约为<strong>OpenAI和Anthropic同类顶级模型官方价格的四分之一</strong>。开发者可在一定额度内免费使用模型，超过规定Token配额后才需要付费。</p><p style=\"text-align: justify;\">扎克伯格表示，Meta的目标是让更多人能够使用公司的AI技术。</p><blockquote><p style=\"text-align: justify;\">“其他一些AI实验室的定价非常高，利润率也非常高。我们相信，完全可以以更低的成本提供最前沿、最高水平的智能。”</p></blockquote><h2 id=\"id_3185344609\">承诺投入数千亿美元，Meta模型首次全面超过Google模型</h2><p style=\"text-align: justify;\">42岁的扎克伯格正大举投资AI，以追赶OpenAI和Alphabet等竞争对手，实现他所称的超级智能（Superintelligence）——即AI能够在各种任务上超越人类。</p><p style=\"text-align: justify;\">Meta已经承诺投入<strong>数千亿美元</strong>建设实现超级智能所需的基础设施，包括数据中心和高端AI芯片。本周，公司还宣布将在加拿大投资<strong>100亿美元建设数据中心</strong>，并发布了一款新的图像生成模型。</p><p style=\"text-align: justify;\">尽管如此，Meta过去几代模型整体测试成绩一直落后于Anthropic、OpenAI和Google。</p><p style=\"text-align: justify;\">不过，扎克伯格表示，<strong>Muse Spark 1.1的竞争力已大幅提升，在Agent能力、编程和多模态等多个测试项目中，成绩已经超过Google的Gemini模型。</strong></p><blockquote><p style=\"text-align: justify;\">“这是一个非常重要的里程碑。这是Meta模型第一次全面超过Google所有模型。”</p></blockquote><h2 id=\"id_3766276917\">AI实验室重组，战略转向闭源收费模式</h2><p style=\"text-align: justify;\">过去一年，扎克伯格为了推进AI战略，对Meta进行了大规模调整。</p><p style=\"text-align: justify;\">2025年春季一次模型发布表现不及预期后，扎克伯格亲自介入重建AI团队，其中包括聘请Scale AI创始人Alexandr Wang负责新的AI部门，并进行了多轮裁员及组织架构重组。</p><p style=\"text-align: justify;\">与此同时，Meta的AI战略也发生重大转变。</p><p style=\"text-align: justify;\"><strong>此前，Meta一直坚持打造免费开放的开源模型；如今，公司开始优先开发可收费的闭源模型，例如Muse Spark 1.1，而这一转型几乎意味着重新构建整套技术体系。</strong></p><p style=\"text-align: justify;\">扎克伯格对此表示满意。“整体来看，我们的发展比预期更好。”</p><p style=\"text-align: justify;\">他承认，Meta目前仍落后于Anthropic和OpenAI等领先AI实验室，但透露公司还有一款代号Watermelon的新模型正在研发，有望帮助Meta进一步突破AI智能的能力边界。</p><p style=\"text-align: justify;\">对于发布时间，他表示目前重点仍是提升模型质量，因此不会透露具体时间表。</p><h2 id=\"id_4051918793\">扎克伯格：必须掌握底层模型，才能打造最佳AI助手</h2><p style=\"text-align: justify;\">研发前沿AI模型成本极高，但扎克伯格认为，这项投入符合Meta的长期使命——打造人人都能使用的个人AI助手（Personal Agent）。</p><p style=\"text-align: justify;\">他说，如果Meta依赖其他公司的模型，就无法保证这些模型是围绕个人助手这一核心场景进行设计。</p><p style=\"text-align: justify;\">“如果你真的想打造最好的用户体验，就必须能够塑造底层技术。”扎克伯格表示，掌握底层模型意味着Meta能够“提供我们认为最佳的产品体验”。</p><p style=\"text-align: justify;\">他也不同意AI最终会彻底商品化、不同模型之间毫无差异的观点。</p><p style=\"text-align: justify;\">扎克伯格举例称，Anthropic最新模型Mythos因涉及美国国家安全问题而受到限制，这说明领先AI公司已经开始控制最先进模型能力，而非全面开放。</p><p style=\"text-align: justify;\">“真正先进的能力并没有广泛扩散。”他说，“Anthropic保留了最强模型，只发布了一个相对简化的版本。无论他们出于什么原因，这至少说明，我并不认为行业一定会走向所有最先进AI能力都向所有人开放的方向。”</p><h2 id=\"id_873002748\">回应商业化质疑：Meta正在建立完整AI盈利模式</h2><p style=\"text-align: justify;\">Meta预计2026年资本开支将再创新高，同时投入数十亿美元招募AI人才建设Meta Superintelligence Labs，并计划继续向AI基础设施投入数千亿美元。</p><p style=\"text-align: justify;\">如此庞大的投入也引发外界质疑：Meta究竟如何实现盈利？</p><p style=\"text-align: justify;\">今年4月公布财报后，尽管收入和利润均超预期，但由于市场担心Meta缺乏清晰的AI商业模式，公司股价一度下跌近9%。</p><p style=\"text-align: justify;\">近几个月，Meta陆续推出一系列商业化举措，包括：</p><blockquote><p style=\"text-align: justify;\">推出面向消费者的AI聊天机器人订阅服务；</p><p style=\"text-align: justify;\">计划向企业销售AI Agent；</p><p style=\"text-align: justify;\">开始收费提供旗舰AI模型API；</p><p style=\"text-align: justify;\">规划云计算业务，未来可能出售算力和AI基础设施。</p></blockquote><p style=\"text-align: justify;\">扎克伯格表示，Meta希望通过更合理的API定价，让更多开发者能够使用先进AI技术。“总得有人去研发这些模型，并确保最高质量的智能能够惠及所有人。”他说。</p><p style=\"text-align: justify;\">他最后强调，Muse Spark 1.1也将为免费版Meta AI聊天机器人提供底层支持，这意味着普通用户依然可以免费体验这一最新模型。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c06d2fe3bed8d64707cae05406c5f984","relate_stocks":{"LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0444971666.USD":"天利全球科技基金","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) 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ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","LU1732800096.USD":"摩根大通环球收益基金A (irc)","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)"},"source_url":"https://wallstreetcn.com/articles/3776599","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2650961973","content_text":"Meta推出旗舰模型Muse Spark 1.1，其在Agent能力、编程和多模态等多个测试项目中，成绩已经超过Google的Gemini模型。扎克伯格透露，Meta API的定价约为OpenAI和Anthropic同类顶级模型官方价格的四分之一。在竞争日益激烈的AI工具市场，马克·扎克伯格（Mark Zuckerberg）希望靠价格取胜。Meta Platforms发布了旗下最先进人工智能模型Muse Spark 1.1，并首次为开发者推出付费版本。这也是Meta首次向企业收取模型使用费用，为公司开辟新的收入来源。扎克伯格在发布前接受采访时表示，该产品将成为市场上价格最具竞争力的AI模型之一。“由于这不是一个开源模型，我认为这是我们第一次真正认真推出API（应用程序编程接口）服务。”扎克伯格表示：“我们的定价将会非常激进、非常有吸引力。”周四Meta股价低开高走，截至发稿上涨0.19%。主打AI Agent能力，定价为竞品1/4扎克伯格表示，Muse Spark 1.1最大的提升在于Agent（智能体）能力。Agent已成为今年AI行业最热门的话题之一，通常指能够代表用户完成多步骤任务的AI系统。扎克伯格称，Muse Spark 1.1在Agent推理能力和工具调用方面已经达到“业界领先或非常接近领先”的水平。他还表示，该模型在编程（Coding）能力方面也有显著提升，目前Meta内部员工已经利用该模型开发公司旗下各类应用的新产品和新功能。与此同时，Meta还将推出全新的Meta Model API平台，用于向开发者收费。扎克伯格透露，Meta API的定价约为OpenAI和Anthropic同类顶级模型官方价格的四分之一。开发者可在一定额度内免费使用模型，超过规定Token配额后才需要付费。扎克伯格表示，Meta的目标是让更多人能够使用公司的AI技术。“其他一些AI实验室的定价非常高，利润率也非常高。我们相信，完全可以以更低的成本提供最前沿、最高水平的智能。”承诺投入数千亿美元，Meta模型首次全面超过Google模型42岁的扎克伯格正大举投资AI，以追赶OpenAI和Alphabet等竞争对手，实现他所称的超级智能（Superintelligence）——即AI能够在各种任务上超越人类。Meta已经承诺投入数千亿美元建设实现超级智能所需的基础设施，包括数据中心和高端AI芯片。本周，公司还宣布将在加拿大投资100亿美元建设数据中心，并发布了一款新的图像生成模型。尽管如此，Meta过去几代模型整体测试成绩一直落后于Anthropic、OpenAI和Google。不过，扎克伯格表示，Muse Spark 1.1的竞争力已大幅提升，在Agent能力、编程和多模态等多个测试项目中，成绩已经超过Google的Gemini模型。“这是一个非常重要的里程碑。这是Meta模型第一次全面超过Google所有模型。”AI实验室重组，战略转向闭源收费模式过去一年，扎克伯格为了推进AI战略，对Meta进行了大规模调整。2025年春季一次模型发布表现不及预期后，扎克伯格亲自介入重建AI团队，其中包括聘请Scale AI创始人Alexandr Wang负责新的AI部门，并进行了多轮裁员及组织架构重组。与此同时，Meta的AI战略也发生重大转变。此前，Meta一直坚持打造免费开放的开源模型；如今，公司开始优先开发可收费的闭源模型，例如Muse Spark 1.1，而这一转型几乎意味着重新构建整套技术体系。扎克伯格对此表示满意。“整体来看，我们的发展比预期更好。”他承认，Meta目前仍落后于Anthropic和OpenAI等领先AI实验室，但透露公司还有一款代号Watermelon的新模型正在研发，有望帮助Meta进一步突破AI智能的能力边界。对于发布时间，他表示目前重点仍是提升模型质量，因此不会透露具体时间表。扎克伯格：必须掌握底层模型，才能打造最佳AI助手研发前沿AI模型成本极高，但扎克伯格认为，这项投入符合Meta的长期使命——打造人人都能使用的个人AI助手（Personal Agent）。他说，如果Meta依赖其他公司的模型，就无法保证这些模型是围绕个人助手这一核心场景进行设计。“如果你真的想打造最好的用户体验，就必须能够塑造底层技术。”扎克伯格表示，掌握底层模型意味着Meta能够“提供我们认为最佳的产品体验”。他也不同意AI最终会彻底商品化、不同模型之间毫无差异的观点。扎克伯格举例称，Anthropic最新模型Mythos因涉及美国国家安全问题而受到限制，这说明领先AI公司已经开始控制最先进模型能力，而非全面开放。“真正先进的能力并没有广泛扩散。”他说，“Anthropic保留了最强模型，只发布了一个相对简化的版本。无论他们出于什么原因，这至少说明，我并不认为行业一定会走向所有最先进AI能力都向所有人开放的方向。”回应商业化质疑：Meta正在建立完整AI盈利模式Meta预计2026年资本开支将再创新高，同时投入数十亿美元招募AI人才建设Meta Superintelligence Labs，并计划继续向AI基础设施投入数千亿美元。如此庞大的投入也引发外界质疑：Meta究竟如何实现盈利？今年4月公布财报后，尽管收入和利润均超预期，但由于市场担心Meta缺乏清晰的AI商业模式，公司股价一度下跌近9%。近几个月，Meta陆续推出一系列商业化举措，包括：推出面向消费者的AI聊天机器人订阅服务；计划向企业销售AI Agent；开始收费提供旗舰AI模型API；规划云计算业务，未来可能出售算力和AI基础设施。扎克伯格表示，Meta希望通过更合理的API定价，让更多开发者能够使用先进AI技术。“总得有人去研发这些模型，并确保最高质量的智能能够惠及所有人。”他说。他最后强调，Muse Spark 1.1也将为免费版Meta 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