内容来源：https://www.theverge.com/news/869882/mark-zuckerberg-meta-earnings-q4-2025

内容总结：

在最新财报会议上，Meta首席执行官马克·扎克伯格向投资者描绘了以人工智能为核心的全新社交愿景，标志着公司战略重心正从元宇宙向AI驱动的内容生态转移。

扎克伯格将AI定义为“下一代主流媒介形态”，认为其将彻底重塑社交内容体验。他提出，继文字、照片、视频之后，AI将催生更具沉浸感和互动性的内容形式。Meta旗下应用将逐步从“算法推荐内容”升级为“理解用户的AI伙伴”，不仅能精准推送用户偏好内容，还能主动生成高度个性化的内容。

目前Meta已推出由AI生成的短视频信息流功能“Vibes”。扎克伯格透露，未来用户甚至可通过简单指令创建虚拟场景或游戏，并与朋友分享；视频内容也可能实现交互化，让观众“点击即进入”沉浸式体验。

尽管未提及元宇宙具体发展目标，扎克伯格表示公司在虚拟现实（VR）和Horizon Worlds平台的投入将与AI技术“形成协同”，通过移动端触达更多用户。值得关注的是，负责元宇宙业务的Reality Labs部门在2025年第四季度亏损达60.2亿美元，本月该部门已裁员至少千人并关闭三家VR工作室。

在2025年第四季度营收达599亿美元、净利润228亿美元的财务表现下，Meta正积极探索AI商业化路径。扎克伯格向投资者透露，Meta AI聊天机器人将通过订阅服务和广告模式创收，部分高级AI功能或将采用付费墙模式，这与TechCrunch此前关于该公司计划对高端AI功能收费的报道相吻合。

中文翻译：

Meta首席执行官马克·扎克伯格的元宇宙梦想似乎已被新的愿景取代：由人工智能生成的信息流。在周三的财报电话会议上，扎克伯格重申了他对人工智能将成为下一代主流媒介形式的信念，认为这将使信息流"更具沉浸感和互动性"。

当人工智能生成的内容唾手可得时，谁还有时间关注元宇宙？

我们最初用文字交流，当手机配备摄像头后转向照片分享，移动网络提速后又转向视频。很快，我们将见证更具沉浸感和互动性的新媒体形式爆发式增长，而这完全得益于人工智能技术的进步。

扎克伯格补充说，目前的应用程序"感觉像是推荐内容的算法"。但据他描述，这种情况即将改变——Meta旗下的应用最终将配备能"理解"用户的AI系统，不仅能推送用户喜爱的内容，还能"生成出色的个性化内容"。

去年扎克伯格就曾提及AI赋能的社交媒体，称随着人工智能让内容"更易创作与混编"，Meta将为其推荐系统"注入更庞大的内容库"。目前该计划已部分实现——Meta在AI应用中推出了全新的"Vibes"信息流，用户可浏览由AI生成的短视频流。

电话会议中，扎克伯格还暗示将推出新功能，允许用户通过指令创建虚拟世界或游戏并与朋友分享。他补充说视频也将具备互动性："未来的视频完全可以实现点击即入，让人们以更有意义的方式沉浸其中。"

随着会议推进，扎克伯格未再提及元宇宙目标，转而表示公司在虚拟现实和Horizon Worlds方面的投资将"与AI进展形成良好协同"，帮助用户"通过移动设备"体验这些技术。包含元宇宙部门的Reality Labs在2025年第四季度报告了60.2亿美元的运营亏损。本月初，Meta裁撤了该部门至少1000名员工，同时关闭了三家VR工作室。

2025年第四季度Meta营收达599亿美元，净利润228亿美元。公司似乎计划通过Meta AI聊天机器人开辟更多收入渠道——扎克伯格向投资者透露该产品将存在"订阅与广告机会"，这与TechCrunch关于Meta计划对高级AI功能设置付费墙的报道不谋而合。

英文来源：

Meta CEO Mark Zuckerberg’s metaverse dreams seem to have been replaced by a new vision: an AI-generated social feed. In an earnings call on Wednesday, Zuckerberg reiterated his belief that AI will become the next big media format, making feeds “more immersive and interactive:”
Mark Zuckerberg is all in on AI as the new social media
Who has time for the metaverse when you can try AI-generated inspo content instead?
Who has time for the metaverse when you can try AI-generated inspo content instead?
We started with text, and then moved to photos when we got phones with cameras, and then moved to video when mobile networks got fast enough. Soon, we’ll see an explosion of new media formats that are more immersive and interactive, and only possible because of advances in AI.
Zuckerberg added that apps currently “feel like algorithms that recommend content.” But that’s going to change, according to Zuckerberg, as Meta’s apps will eventually greet users with AI that “understands” them, can serve up content they like, and “generate great personalized content.”
Last year, Zuckerberg similarly brought up an AI-infused social media, saying that Meta would “add yet another huge corpus of content” to its recommendation system as AI makes content “easier to create and remix.” Meta has already realized part of this plan, as it launched a new “Vibes” feed in the Meta AI app that lets you scroll through a feed of short, AI-generated videos.
During the call, Zuckerberg also hinted at a new format that will allow users to create a world or game using a prompt and then share it with friends, adding that videos could become interactive as well. “There’s definitely a version of the future where any video that you see, you can tap on and jump into it and… experience it in a more meaningful way,” Zuckerberg said.
As the call progressed, Zuckerberg didn’t bring up goals for the metaverse, instead saying that the company’s investments in virtual reality (VR) and Horizon Worlds will “pair well with these AI advances,” helping to bring these experiences to people “through mobile.” Meta’s Reality Labs, which includes a metaverse division, reported a $6.02 billion operating loss during the last three months of 2025. Earlier this month, Meta laid off at least 1,000 employees in the division, while shutting down three of its VR studios.
Meta reported revenue of $59.9 billion during the final quarter of 2025 and a net income of $22.8 billion. It seems the company plans to open up more streams of revenue by monetizing its Meta AI chatbot, too, as Zuckerberg told investors that there will be opportunities for “subscriptions and advertising” with Meta AI, lining up with TechCrunch’s report that the company plans on putting premium AI features behind a paywall.