Annie 所长|10月 23, 2026 03:57
Zuckerberg's most dangerous moment: the cash is almost burned out! META's current earnings can no longer keep up with the speed of AI.
This quarter's net profit was 9.86 billion yuan, but capital expenditures amounted to 34.9 billion yuan, not including daily operating expenses. The company's long-term debt is $80.9 billion, while cash and securities total $82.4 billion.
More importantly, Meta has raised its annual capital expenditure forecast for 2026 from 135 billion to 145 billion.
Data centers, chips, network equipment, electricity, and computing power all require a lot of money.
Meta earns a net profit of 60 billion yuan a year from its advertising business, but it now wants to invest over 100 billion yuan in building AI because without building AI, in the future, even the advertising cake will be taken away by OpenAI and Anthropic.
In the future, we will all use SPCX's Grokbot to recommend and place orders for us. Who will still watch Facebook ads.
There is no way. Behind the crazy money burning, Muse must be successful, or else it will be squeezed out of the seven sisters circle. If it doesn't succeed, it will become benevolent!
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