나는 여전히 ChatGPT와 Gemini 둘 다 유료로 쓰고 있지만, 최근에는 Gemini를 더 선호하고 있다. 회사에서 내 옆자리 두 명은 ChatGPT를 해지하고 있다. Gemini가 나에 대해 많이 알고 있고, 친근하지만 아첨하지 않고, 비위를 맞추려 들지 않는 점이 마음에 든다.

“We are now seeing a major AI acceleration. I expect 2026 to be a year where this wave accelerates even further on several fronts. We’re starting to see agents really work. This will unlock the ability to build completely new products and transform how we work.”

“Our vision is building personal superintelligence. We’re starting to see the promise of AI that understands our personal context, including our history, our interests, our content, and our relationships.”

“We’re also working on merging LLMs with the recommendation systems that power Facebook, Instagram, Threads and our ad system… current systems are primitive compared to what will be possible soon.”

“New agentic shopping tools will allow people to find just the right very specific set of products… significantly increasing the capabilities of WhatsApp over time.”

“As we plan for the future, we will continue to invest very significantly in infrastructure to train leading models and deliver personal superintelligence… Meta Compute… will become a strategic advantage.”

“An important part of Meta Compute will be making long-term investments in silicon and energy… we expect the cost per gigawatt to decrease significantly over time.”

“The GEM and sequence learning improvements together drove a 3.5% lift in ad clicks on Facebook, and a more than 1% gain in conversions on Instagram.”

“The combined revenue run rate of video generation tools hit $10 billion in Q4.”

“We’ve seen a 30% increase in output per engineer… power users’ output increased 80% year-over-year.”

“We anticipate 2026 capital expenditures… in the range of $115 billion to $135 billion.”Driven by increased investment to support our Meta Superintelligence Labs efforts and core business. The majority of expense growth will be driven by infrastructure costs, including cloud spend and depreciation.”

“We do continue to be capacity constrained… demands for compute resources have increased even faster than our supply. “We expect significantly more capacity this year as we add cloud, but we’ll likely still be constrained until our own facilities come online.”

“Establishing new ownership structures for some of our large data center sites… may lead us to eventually maintain a positive net debt balance.”

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