Soared by $200 billion overnight! Zuckerberg overpowered Bill Gates, and Meta was angry!

When Zuckerberg, who lost $50 billion and still chose to hit his head against the south wall without regrets, who would have thought that one day, he would let Meta, who fell to the bottom, create a miracle of "Jedi survival"?

01, crush the apple!Zuckerberg is only lucky?

Just when almost everyone thought that Meta would inevitably reach the darkest moment and Zuckerberg bet on the metaverse, an unexpected reversal began!

On February 2, Eastern time, Meta drove all the way up and down in the intraday, and its market value once soared by nearly $200 billion, and as of the close, Meta still soared 20%, surpassing Apple's single-day growth record of $190.9 billion set by Apple on November 10, 2022, with a single-day increase of $197 billion, and at the same time, Zuckerberg's net worth rose, and finally surpassed Bill Gates with $169.5 billion, becoming the fourth richest man in the world.

Many media and netizens are wondering, how did Zuckerberg and Meta win the battle to turn around?

In fact, the outside world will never be optimistic about a company for no reason, unless it is supported by solid performance, in the past few years, Meta has accumulated losses of more than $50 billion, scaring a wave of investment institutions, but the latest earnings call released good news, according to the financial report, Meta will achieve $134.9 billion in revenue in 2023, an increase of 16% over the same period last year, and a net profit of $39.1 billion, a surge of 69% over the same period last year In addition, since March last year, Mate has paid quarterly cash dividends to Class A and B common stock......

That is to say, at the data level, Meta has climbed up from the trough in the past year, and now it is starting a hurricane, but unlike many giant companies, Meta can break out of the darkest moment, and the support logic behind this is clear and single, that is, because Zuckerberg is the only person who speaks, and he is also Xiaohe.

In addition to holding 100% of Meta's life and death power, Xiao Zha has also been unswervingly investing in the AI and metaverse tracks, and this kind of control and strategic determination has become the key factor for him to break the game.

Since 2021, Meta's metaverse division has achieved less than 1% of the company's total revenue, and its hardware product Quest headset has failed to break the circle, and even a consulting company predicted that by 2030, Meta's metaverse business will lose more than $115 billion, an astronomical figure.

How can Xiaozha, who is unique in IQ & EQ, not understand that the metaverse is a drag bottle? However, people have also found a way to crack it early on, and the metaverse is a loss, right?

So, who are Meta's cash cows?

2,Meta的"救赎抓手"!

The irreconcilable contradiction between realism and idealism, in Zuckerberg's body, is actually like a distorted force field, "invalid", in comparison, the idealistic Luo Yonghao's entrepreneurial streak is not so unexpected, in the vernacular, Xiaozha can counterattack, relying on the fact that the eggs are not put in the same basket, the east is not bright, and the west is bright.

On the one hand, Meta Metaverse has suffered huge losses, but Xiaozha is smart, in terms of marketing communication, he is not inferior to Lao Jia on the other side of the ocean, and under his concept packaging, Quest and the ecology that matches it have become the only one with the strength to compete with Apple Vison Pro's head-on weapon, which makes it always lack of talking points on its PPT story, and also keeps Meta a good topic, and Xiaozha is still smoothly converting from VR to XR, which makes investment institutions maintain strong curiosity, it doesn't matter whether you invest money or not, the important thing is that someone has been thinking about this business;

IDC statistics show that in the fourth quarter of 2023, the global shipments of Quest 3 will be 2 million to 20.7 million units, compared with Quest 2, a significant improvement, at the same time, Zuckerberg, who is well versed in consumer psychology, also set a very tempting low price for Quest, with an average of only $500, only 1/ 7. This further reduces the cost of trial and error for consumers, and this millet-style play has also become an incentive for the industry to be optimistic for a long time;

On the other hand, in order to make the company's LLM have a far leading selling point, Zuckerberg has invested a huge amount of money to purchase 350,000 NVIDIA H100 chips in one go, and the purchase volume for the whole year of 2023 will even be tied with Microsoft (OpenAI) for the first place, far ahead of Google, Amazon, Oracle and other technology giants, which is really terrifying;

This also vividly illustrates one of the major characteristics of Xiaozha and Meta, either don't do it, or you have to do it to achieve the ceiling, it is reported that at present, Llama has not lost GPT-4 performance, and Meta has also gained IBM, Wells Fargo and other super customers;

But in order to be completely differentiated, some chips have to be made by themselves, such as the Artemis chip that Meta is intensively developing, this custom chip for the data center can be regarded as the second-generation chip developed by Meta, compared with the first generation of training and inference accelerator MTIA chip, it is generally optimistic because it has many characteristics for the B-side, and can reduce dependence on NVIDIA and reasonably control the cost of AIGC;

It is worth mentioning that in terms of the company's cost reduction and efficiency increase, Meta is also exemplary, after a round of layoffs last year and a thriving advertising business, relying on the huge traffic hinterland of Facebook and Instagram, advertising is endless, and finally achieved profitability, and maintained a good net profit growth rate;

Isn't this situation like Musk of SpaceX, who is using Tesla's profits to compensate for SpaceX's excessive money-burning? Since then, there has been one more top entrepreneur in the history of mankind who really has feelings......

In the end, Zuckerberg still has a deep family background, so he can withstand the burning speed of the metaverse and self-developed chip business, but it does not mean that Meta has returned to a trillion dollar market value, investment banks are very optimistic about it and can sit back and relax, for Meta, there are still a series of uncertain risks waiting for Xiaozha to challenge in the future.

Will he have the last laugh?