Meta Touts Louisiana Data Center Windfalls to Counter AI Backlash

Meta宣介路易斯安那数据中心红利以应对AI反弹 Meta Platforms副主席Dina Powell McCormick认为，自筹公用事业升级资金并将税收红利回馈当地社区，将有助于化解地方对人工智能基础设施快速扩张的抵触。 Meta高管Dina Powell McCormick为AI数据中心扩张进行了阐述，展示了Meta在路易斯安那州Richland Parish的超大规模投资如何扭转了乡村经济停滞，并创造出丰厚税收为当地教师发放了5万美元奖金。她解释了Meta如何通过自筹电网基础设施资金、最大限度降低耗水量以及依托America's Workforce Academy拓展蓝领工种输送渠道，来防患并化解当地的抵触情绪。针对社交媒体危害所受到的审视，McCormick详细介绍了Meta与52位总检察长达成的和解协议，其中包括设立针对青少年的自动屏幕限额与夜间停用机制，并呼吁实现跨平台的一致标准。研讨最后探讨了作为环境辅助硬件的Ray-Ban Meta智能眼镜，以及Meta在推动开源前沿AI普及化方面的更深层理念承诺。 Meta 在路易斯安那州 Richland Parish 投资数十亿美元建设超大规模数据中心，带动当地销售税收入激增 260%，使公立学校认证教师领到了约 50,000 美元的历史性奖金支票。 (4:10) 为化解社区对电网与水资源的担忧，Meta 与电力公司 Entergy 合作全额自筹发电及电网升级资金、承担历史风暴恢复费用，并采用耗水量低于此前农耕的冷却系统。 (11:55) 美国参议院情报委员会领导层正追踪外国敌对势力是否在放大国内反数据中心的虚假宣传，以此作为削弱美国本土算力基础设施与 AI 领先地位的地缘政治手段。 (14:29) 为解决专业技术工人短缺，Meta 共同创立 America's Workforce Academy 提供为期 5 周的全薪带薪培训并保证就业，谷歌、黑石与通用汽车等行业巨头也正协同推进工种认证标准化。 (21:13) 依据与 52 位州及领地总检察长达成的和解协议，Meta 对未成年人账号推行每日 2 小时使用上限、夜间自动停用及上课时间静音，并承诺若竞品同步执行将时限进一步压缩至 1 小时。 (28:35)

Meta President and Vice Chairwoman Dina Powell McCormick argued at the All-In Summit that artificial intelligence infrastructure can drive broad-based economic renewal when paired with proactive community compacts, skilled-trade pipelines, and open-source model distribution. Addressing widespread public skepticism, she defended Meta's rural hyperscale investments, automated teen safety defaults, and ambient hardware as models for responsible technological expansion. Hyperscale Infrastructure and Local Community Compacts (4:10) To counter growing resistance against data center developments, McCormick and Louisiana state officials presented Richland Parish as an operational model for rural revitalization. Following the groundbreaking of Meta's multi-billion-dollar facility in late 2024, local sales tax revenues surged by up to 260% year-over-year. Under the parish's dedicated tax structure, 51% of collections flowed to the Richland Parish School Board, enabling certified educators to receive net annual bonus payouts of roughly $45,000—a transformative sum in a region where baseline annual wages historically hovered between $36,000 and $38,000. Addressing documented community concerns regarding grid strain and resource depletion, Louisiana Secretary of Economic Development Susan Bourgeois detailed how Meta pre-empted ratepayer friction. In its partnership with utility Entergy, Meta agreed to self-fund its generation, finance grid resilience upgrades, and shoulder historic hurricane recovery assessments typically passed on to local residents. Furthermore, officials stated that the facility's closed-loop cooling design consumes less water than the agricultural crops formerly grown on the same acreage, providing a replicable framework for capital-intensive infrastructure. Accelerating Blue-Collar Labor in AI Infrastructure (21:13) Recognizing a projected shortfall of over 500,000 infrastructure workers, Meta partnered with commercial real estate firm CBRE and building trade unions to launch America's Workforce Academy. The initiative specifically targets the acute shortage of fiber-optic technicians—skilled tradespeople required to slice and route optical fiber across hyperscale facilities. McCormick noted that lower-income service workers are frequently blocked from vocational trades due to the high costs of unpaid certifications and training downtime. The academy resolves this bottleneck by paying trainees full market wages throughout an intensive five-week certification course, backed by guaranteed placement on Meta construction sites or portable industry credentials. In its first four months, the program drew more than 40,000 applicants for an initial cohort of 250 graduates, maintaining a 90% job retention rate. Meta is expanding the model alongside industry leaders, including Google and BlackRock, to standardize physical infrastructure talent across the American industrial base. Teen Platform Guardrails and Algorithmic Circuit Breakers (28:35) Challenged on the long-term mental health impacts of social media algorithms, McCormick outlined Meta's legally binding settlement with 52 state and territorial Attorneys General. For users under 18, platform access is restricted by default through a hard two-hour daily shutdown, an overnight usage blackout, and the suppression of notifications during school hours, with supervisory controls assigned to parents. Meta also committed an additional $5 billion and agreed to lower daily limits to one hour if competitors—including TikTok, YouTube, and Snap—adopt reciprocal measures. The panel examined the underlying mechanics of algorithmic gamification, with Chamath Palihapitiya pointing to recursive self-improvement loops that unconstrained reward functions use to maximize user engagement. Host discussion supported automated app shut-offs as necessary corporate circuit breakers to prevent digital overconsumption, while David Sacks cautioned against trial lawyer litigation that treats voluntary digital consumption like industrial environmental disasters. Ambient Eyewear Computing and Open-Source AI (41:32) Meta highlighted its Ray-Ban smart glasses, developed in partnership with EssilorLuxottica, as an alternative to handheld mobile computing. Designed to blend ambient artificial intelligence into conventional eyewear, the device provides open-ear audio, directional voice isolation, and real-time translation. McCormick highlighted assistive capabilities co-designed with veteran organizations, pointing to visually impaired military veterans using multimodal AI to read text independently and navigate daily environments without smartphone friction. McCormick situated Meta's broader strategy within Mark Zuckerberg's commitment to open-source frontier models, contrasting it with the closed-model philosophies favored by competitors like Anthropic. With 3.6 billion daily active users and 200 million small enterprises on its platforms, Meta maintains that broadly distributing artificial intelligence infrastructure democratizes access to advanced tools and prevents the dangerous concentration of compute capability inside a small number of gatekept corporate labs. While Meta offers Richland Parish and its workforce academies as proof that hyperscale AI investments can deliver net-positive community outcomes, the framework's broader success depends on whether local tax windfalls can be duplicated without straining regional power grids, whether rival platforms accept synchronized teen usage limits, and whether domestic open-source AI deployment withstands mounting regulatory pressure.

Meta 总裁兼副董事长 Dina Powell McCormick 在访谈中主张，面对算力扩张阻力与技术伦理争议，科技产业必须通过利益共享机制与全薪蓝领培训重塑地方社会契约，同时依托开源模型与环境感知硬件打破技术垄断并平衡数字沉迷。 算力基建落地与社区利益共生机制 (1:52) 针对全美对数据中心推高民用电价、消耗巨量水资源及破坏社区景观的抵触情绪，McCormick 结合路易斯安那州 Richland 堂区的案例论证了新型合作范式。该农业社区长期面临人口外流，Meta 落地数十亿美元的超大规模数据中心后，带动当地销售税收峰值同比激增 260%。根据当地税收体制，学校董事会享有 51% 的税款法定分配权，使得公立学校教职员工在 2026 年 6 月获得约 5 万美元的专项销售税奖金，两笔年度分红累计增收约 4.5 万美元，而当地历史年平均薪资仅在 3.6 万至 3.8 万美元之间。 为化解公用事业与自然资源压力，路易斯安那州依托全州现存的 3.2 万英里天然气管道网络，并由州长颁布行政命令确立大负荷用电规范。Meta 在与电力服务商 Entergy 的协议中，全额自筹供电设施与电网韧性改造支出，并直接承担历史上分摊至普通居民账单的飓风风暴恢复评估费，确保居民基础电价不受推高；此外，数据中心采用先进闭环冷却系统，实际耗水量低于该地块原本农作物灌溉的消耗标准。 全薪培训模式破解算力基建劳动力短缺 (21:13) 针对全美超大规模数据中心建设面临的数十万基建用工缺口，Meta 联合商业地产巨头 CBRE 等机构创立了“美国劳动力学院”（America's Workforce Academy），专项填补光纤切割熔接等紧缺工种的培训空白。该学院推出为期 5 周的速成认证课程，承诺向合格毕业生提供 Meta 工地直接录用保障，其资质亦可在全美通用。针对传统学徒制无薪或低津贴导致低收入群体无法脱产参训的痛点，该项目在培训期间向学员全额发放市场工资，打破转岗机会成本门槛。在启动前四个月内，该项目吸纳了超过 4 万份申请，首期 250 名学员毕业后的岗位留存率达 90%。 该倡议正在向全行业跨企业协同拓展。Meta 特意隐去自身品牌标识，与北美建筑工会（NABTU）及非工会组织深度合作；工会领导层甚至公开表态将拒绝支持反对建设数据中心的政治候选人。目前，Google、BlackRock 及通用汽车等企业均参与推动培训标准化。McCormick 指出，匹兹堡等地的熟练持证技工年薪可达 12 万美元以上，这种全薪快速通道为原本从事服务业或零工的劳动力提供了直接的向上流动路径。 青少年屏幕管控与算法递归优化的治理 (28:35) 面对有关社交产品成瘾机制和青少年心理健康损害的广泛质疑，McCormick 详述了 Meta 与全美 52 名州及属地总检察长达成的和解协议。在该框架下，平台对 18 岁以下未成年用户启用默认强制监管：每日使用时长上限为 2 小时，到达后自动关闭应用；夜间完全休眠停用，且在上课时间全面禁止推送应用通知。Meta 承诺，若 TikTok、YouTube 与 Snap 等竞争对手同步采纳同等限制，Meta 将追加 50 亿美元投入，并将未成年人单日限流进一步下调至 1 小时，以建立全行业统一规范，防止青少年流向监管宽松的平台。 针对算法机制的伦理争议，主持人 Chamath Palihapitiya 提出，若将无约束的“递归自我改进”（RSI）目标设定为最大化用户停留时间，算法将在自我强化循环中无限吞噬用户注意力。与会者一致认为，在多平台内容交叉渗透导致家长面临持续监管疲劳的背景下，平台端内置硬性断开机制是切断算法失控循环的必要安全防线。 从屏幕转向环境计算的智能眼镜落地 (35:25) 在硬件交互演进方面，Meta 试图通过智能眼镜推动算力从手机屏幕转向环境感知计算。McCormick 介绍，Meta 历经十年工程研发，与眼镜制造巨头 EssilorLuxottica 独家合作，优先解决早期 Google Glass 等设备在外观设计、自重与续航上的结构性缺陷。该设备集成了开放式高保真扬声器、基于定向波束成形的对话聚焦技术（Conversation Focus）以及多模态即时翻译功能，使用户在不脱离现实社交场景的前提下完成音视频交互与生活记录。 该终端在无障碍场景中显现出显著的辅助价值。Meta 工程师与视障退伍军人团体联合研发多模态识别辅助方案，视障用户可借助 Meta AI 实时朗读教堂投影仪上的经文，或完全依靠语音交互自主拨通家属电话。这种具备空间感知能力的随身硬件，被视作将多模态大模型转化为日常消费级工具的核心载体。 开源生态构想与超级智能普惠论 (41:32) 围绕人工智能监管路线与模型开源的哲学分歧，McCormick 针对竞品机构倡导的封闭受控路线，阐明了扎克伯格的技术普及论。Meta 强调模型安全评测体系的不可或缺性，但坚决反对将前沿超级智能权力封闭在极少数科技寡头实验室内的做法，认为这种垄断格局将加剧整个社会的脆弱性。 依托覆盖 36 亿日活用户及 2 亿中小企业经营者的庞大生态，Meta 坚持将前沿基础模型开源。扎克伯格主张“未来属于所有人”，强调唯有广泛分发顶级开源模型，将尖端医疗支持、个性化教育辅导与商业生产力工具赋能给全球开发者与初创企业，才能实现技术驱动下的社会公平与长期稳定。 本期节目展现了 Meta 以地方税收共享、全薪工业培训、青少年硬性限流及开源普及应对外部监管与公众抵触的整套叙事框架。然而，竞品平台是否愿意协同承担未成年人限流成本、高昂基建投入在施工周期结束后的长期经济外溢性，以及开源前沿模型在快速迭代中面临的国家安全审查，依然是其未来扩张中悬而未决的挑战。

## Background 本期内容由知名播客《All-In Podcast》于 2026 年 9 月 17 日在 YouTube 平台发布。节目特邀 Meta 总裁兼副董事长迪娜·鲍威尔·麦考密克（Dina Powell McCormick）做客 All-In 峰会，重点围绕 Meta 数据中心建设对地方社区的经济提振、化解环境与资源争议、创办劳动力培训学院、应对青少年社媒成瘾诉讼及扎克伯格的 AI 开源战略展开深入探讨。 ## TL;DR 节目首先通过路易斯安那州里奇兰堂区的真实案例，拆解了 Meta 超大规模数据中心如何通过税收分成让当地一线教师获得高达 5 万美元的巨额支票，逆转乡村人才流失，并详述了自建电网、节水降耗等化解社区抵触情绪的应对方案。随后，迪娜介绍了 Meta 为缓解基建用工荒而创办的全额带薪“美国工匠学院”，以及联合竞品与工会协同培养工人的举措。面对主持人关于青少年社媒成瘾与历史性和解案的犀利拷问，迪娜正面阐述了 Meta 落实的每日两小时强制断网与全方位家长监管硬指标，最后深入分享了 Ray-Ban Meta 智能眼镜在助残等场景下的破局突破，以及扎克伯格坚持 AI 开源与普惠分发的底层愿景。 ## Atmosphere & style 整场对话在轻松风趣的开场寒暄与严肃激烈的议题交锋之间自如切换。现场既有地方官员与教师代表登台讲述乡村命运被重塑时的真挚动容，也有主持人 Jason 抛出“直球狠招”逼问未成年人成瘾危害时剑拔弩张的紧张对峙，迪娜则展现出极具说服力且毫不退让的政商领袖气场。整体叙事兼具宏观产业与地缘视角的理性推演，以及聚焦普通工人、视障老兵等真实个体的温情底色，带给观众一场信息量密集、张力十足的沉浸式现场体验。 ## Bulletin - [04:10](https://www.youtube.com/watch?v=qp2IbgJ5Z-8&t=250s) Meta在路易斯安那州里奇兰堂区落地旗下最大规模数据中心，施工带动当地销售税最高暴增260%，定向税收分成机制使得全区公立学校认证教师在2026年直接获得单笔达5万美元的奖金支票。 - [14:29](https://www.youtube.com/watch?v=qp2IbgJ5Z-8&t=869s) 针对全美数据中心建设的舆论阻力，Meta副董事长迪娜指出部分虚假宣传背后有外国敌对势力操弄，意在通过阻碍本土算力基建遏制美国主导全球AI竞争的势头。 - [21:13](https://www.youtube.com/watch?v=qp2IbgJ5Z-8&t=1273s) 为破解算力基础设施光纤技工等严重短缺，Meta创立全额带薪的“美国工匠学院”，提供5周速成认证并承诺100%保底就业，同时联合Google等竞争对手共享基建人才标准。 - [28:45](https://www.youtube.com/watch?v=qp2IbgJ5Z-8&t=1725s) Meta与全美52个州及海外领地达成未成年人保护协议，设置每日2小时强制下线与夜间关停机制，并承诺若YouTube与TikTok等竞品加入，将追加50亿美元并把时长上限进一步压缩至1小时。 ## Key takeaways - [01:52](https://www.youtube.com/watch?v=qp2IbgJ5Z-8&t=112s) Meta在路易斯安那州里奇兰堂区投资兴建超大型数据中心，不仅盘活了本地餐饮与服务业，更从根本上改变了这个常年贫穷、人口外流乡村的经济轨迹。 - [04:10](https://www.youtube.com/watch?v=qp2IbgJ5Z-8&t=250s) 里奇兰学区凭借专向销售税分成制度，将数十亿美元资本涌入带来的税收红利直接注入教育系统，认证教职员工全年净增额外收入达4.5万至5万美元。 - [11:55](https://www.youtube.com/watch?v=qp2IbgJ5Z-8&t=715s) 面对公众对污染、能耗与水资源的疑虑，Meta采用高效率节水系统使耗水低于原有农田灌溉，并自费升级电网且全额承担飓风重建摊派费，反而减轻了居民电价负担。 - [14:29](https://www.youtube.com/watch?v=qp2IbgJ5Z-8&t=869s) Meta建立严苛的“社区契约”以消除阻力，迪娜援引国会情报委员会交流指出，针对数据中心的恐慌舆论背后存在外国地缘政治势力的恶意煽动。 - [17:33](https://www.youtube.com/watch?v=qp2IbgJ5Z-8&t=1053s) 各州在联邦制下的竞争让主动拥抱AI基建的地区占据先机，高额教师奖金引发全州农村争抢招商，彻底逆转了偏远社区数十年的人才外流窘境。 - [21:13](https://www.youtube.com/watch?v=qp2IbgJ5Z-8&t=1273s) 为打破底层零工群体无法承担脱产培训的壁垒，Meta联手世邦魏理仕等推出“美国工匠学院”，以全额带薪、5周速成和100%保底就业重构蓝领技术转型通道。 - [22:59](https://www.youtube.com/watch?v=qp2IbgJ5Z-8&t=1379s) 科技巨头在底层基建劳动力上形成协同联盟，确立了“AI模型与产品激烈竞争、数据中心技术劳动力标准共享互通”的非排他性合作共识。 - [28:45](https://www.youtube.com/watch?v=qp2IbgJ5Z-8&t=1725s) 针对社媒成瘾诉讼，Meta与全美52州总检察长达成跨党派协议，引入18岁以下每日2小时强制锁屏、夜间锁网及上课零弹窗，并将最终管辖权赋予家长。 - [32:18](https://www.youtube.com/watch?v=qp2IbgJ5Z-8&t=1938s) 对产品游戏化指标的反思指出，若将停留时长设为AI递归自我改进（RSI）的奖励函数，算法将演变为吞噬注意力的黑洞，必须引入刚性外部阈值予以切断。 - [35:25](https://www.youtube.com/watch?v=qp2IbgJ5Z-8&t=2125s) Ray-Ban Meta智能眼镜通过优先解决时尚美学与轻量化痛点，结合对话聚焦、实时语音翻译及无感第一视角记录，打破了可穿戴设备沦为极客玩具的行业魔咒。 - [39:27](https://www.youtube.com/watch?v=qp2IbgJ5Z-8&t=2367s) 多模态视觉AI让视障老兵实现独立阅读圣经及完全自主给亲人拨打电话，展现了消费级AI硬件在无障碍辅助与重塑弱势群体尊严上的巨大社会价值。 - [41:32](https://www.youtube.com/watch?v=qp2IbgJ5Z-8&t=2492s) 面对闭源阵营强化监管的呼吁，扎克伯格坚守开源与AI普惠哲学，主张将超级智能分散普及至数十亿大众与中小企业，以去中心化方式跨越数字鸿沟。 ## Detailed walkthrough ### [00:00](https://www.youtube.com/watch?v=qp2IbgJ5Z-8&t=0s) 迪娜·鲍威尔·麦考密克登场 All-In 峰会 随着全场掌声雷动，主持人介绍迪娜·鲍威尔·麦考密克（Dina Powell McCormick）登台。迪娜兼具政界、商界与慈善界资深背景，曾任白宫总统国家安全副顾问，现任 Meta 总裁兼副董事长，主导推进 Meta 在全球范围内的重大 AI 算力扩张，包括超大规模数据中心建设、战略投资与跨国合作伙伴关系。 现场开场白在轻松风趣的氛围中展开。主持人提到，大家刚与萨提亚（Satya Nadella）讨论完科技行业该如何向公众讲清数据中心带来的切实社区红利。迪娜笑着回应称，这是她首次在 All-In 峰会演讲，并半开玩笑地立下目标：本期节目的收听与播放量必须远超她丈夫（大卫·麦考密克参议员）之前做客节目的数据，她才算满意。主持人随即打趣要将这场收视较量挂上 Polymarket 预测市场，随后二人顺理成章切入现场准备的纪录短片。 ### [01:52](https://www.youtube.com/watch?v=qp2IbgJ5Z-8&t=112s) 视频放映：路易斯安那州里奇兰堂区的重生与五万美元支票 大屏幕播放了一段关于路易斯安那州里奇兰堂区（Richland Parish）的实地纪录片。这里地处密西西比河三角洲边缘，过去常被外界视作“被发展机遇遗忘的角落”。长期以来由于缺乏支柱产业，当地人口外流严重，许多年轻一代（包括片中居民的子女）为谋生不得不背井离乡，“这里什么都没有了”成为镇上常听到的叹息。 Meta 宣布入驻并兴建超大型数据中心彻底逆转了这一轨迹。社区经济被全面盘活：原本规模狭小的小型餐饮服务商，因 Meta 建设团队进驻，从起初为 40 人供餐迅速飙升至每周承办 400 人的餐饮订单，不得不扩大规模并雇佣更多本地员工。 最为震撼的改变发生在教育领域。随着数十亿美元资本投资的落地，地方税收盈余直接注入了公立教育系统。一位一线女教师在视频中激动地回忆，当她得知自己将获得一笔巨额奖金时，下巴都惊掉了，整个人目瞪口呆。她表示大家当老师完全是出于对孩子和教育的热爱，并非为了赚大钱，但这份丰厚的红利真正解决了教职工的后顾之忧。许多离开家乡的外出人员正陆续返乡，整个社区重燃希望。 ```mermaid flowchart TD accTitle: Meta 数据中心投资对里奇兰堂区的经济驱动链 accDescr: 展示 Meta 落地里奇兰堂区后，从资本建设到税收激增再到教师薪酬增长的闭环过程。 subgraph Capital_Inflow["资本与基建引入"] A["Meta 落地超大规模数据中心"] B["建筑施工与常驻工人大量涌入"] A --> B end subgraph Economic_Spillover["本地商业与税收爆发"] C["本地服务业扩张<br/>(如餐饮订单暴增10倍)"] D["销售税征收激增<br/>(增幅从常态 5-10% 飙升至 260%)"] B --> C B --> D end subgraph Community_Dividend["公共服务与民生红利"] E["学区专项目标税收分成 (1.5美分)"] F["认证教职员工获得巨额支票<br/>(年终奖翻倍，次年单笔达 $50,000)"] G["人才回流与社区复兴"] D --> E E --> F F --> G end ``` ### [04:10](https://www.youtube.com/watch?v=qp2IbgJ5Z-8&t=250s) 里奇兰教育局长与州商务厅长现身拆解“税收奇迹” 视频播放完毕后，迪娜邀请短片中的两位当事人走上讲台：里奇兰堂区公立学校教育总监谢尔顿（Sheldon）与路易斯安那州经济发展厅长苏珊（Susan）。迪娜介绍道，该项目是 Meta 旗下规模最大的数据中心投资，而地方政府的远见与制度设计让产业红利真正落到了实处。 谢尔顿详细还原了数据中心改变学区财政的真实过程： - **初次接触**：2024 年夏天在当地社区大学首次接洽 Meta 时，谢尔顿离开会场钻进开足冷气的车里静坐良久，意识到“整个游戏规则彻底变了”，这个长年贫困的堂区迎来了前所未有的历史转机。 - **税收飙升**：2024 年 12 月破土动工后，随着工地施工队伍大规模进场，当地销售税征收额从正常学校系统的 5%–10% 增长区间迅速拔高至 60%–70%，最高峰值甚至暴增达 **260%**。 - **税金定向反哺教育**：里奇兰堂区共有六大征税实体，其中堂区学校董事会征收全区 51% 的税额。当地设有专用于教职工薪酬的 1 美分与 0.5 美分销售税条款。 - **真金白银的教师支票**： - 2025 年 12 月的半年期半美分销售税返还支票直接从往年的约 4,000 美元翻倍至约 8,000 美元。 - 到 2026 年 6 月，在经历了整整一年的税收激增结算后，学区认证教职员工直接收到了一笔高达 **50,000 美元**的单次税收分成支票（上一年同期仅为 10,000 美元）。 - 两次增量相加，教师全年的实际净额外收入高达约 **45,000 美元**。 ### [08:04](https://www.youtube.com/watch?v=qp2IbgJ5Z-8&t=484s) 破除“数据中心抵触情绪”：透明沟通与路易斯安那模式 主持人指出，全美目前有近 80% 的民调或舆论在抵触数据中心，质疑其占用资源却不回馈地方，里奇兰的案例却展现了截然相反的现实。主持人询问谢尔顿：本地民众在最初是否也存在激烈的反对情绪？ 谢尔顿坦言，起初的焦虑主要来源于对未知的恐惧。由于当地以往从未经历过百亿美元级别的重工业或科技基础设施投资，居民完全没有经验可供参考。他强调，消除恐慌的关键在于持续的沟通与科普，而“这种沟通的重心往往不是针对社区里信息最灵通的人，而是要照顾到最不了解情况的普通大众”，Meta 在入驻前后做的信息透明化工作有效化解了阻力。 路易斯安那州经济发展厅长苏珊补充道，路易斯安那州进入数据中心领域相对较晚，但这反而成为了后发优势。整个过程被定义为长期的共赢“伙伴关系”，而非零和谈判： - **经济底色**：在 Meta 投资之前，里奇兰堂区的年人均工资仅在 36,000 至 38,000 美元左右，基础设施与就业常年匮乏。 - **政策框架**：路易斯安那州州长此前签署了针对大型电力负荷用户（Large Load Users）的专门行政令，确立了清晰的产业准入标准与用电合作机制。 - **战略选择权**：通过合理的销售税减免政策吸引百亿美元级超级投资的同时，该框架也赋予了州政府挑选优质合作伙伴的主动权。苏珊明确表示，Meta 项目树立了行业标杆，路易斯安那绝不会对 AI 基础设施关上大门，而是会以制度化的标准主动拥抱这项历史性投资。 ### [11:55](https://www.youtube.com/watch?v=qp2IbgJ5Z-8&t=715s) 社区对数据中心的合理担忧与路易斯安那的应对方案 Jason 针对数据中心建设提出了一连串公众高度关切的问题。他指出，许多地方社区对数据中心落地抱有完全合理的疑虑：污染问题（究竟是依赖天然气发电还是全靠太阳能与可再生能源？）、电费上涨的压力、水资源消耗（是闭式循环还是开放式消耗？）、噪声污染，以及外观美学问题——这些巨型建筑通常外形极其单调丑陋。面对 David Sacks 开玩笑调侃 Jason 像是在扮演“严肃记者”，Jason 认真反驳称这绝非记者式找茬，而是大量居民切身经历的客观事实，确有许多社区在数据中心进驻后面临噪声、污染和电价飙升，因此询问路易斯安那州在与 Meta 合作时是否遇到了这些阻力。 路易斯安那州经济发展部秘书长 Susan Bourgeois 回应道，大家都是普通人，自然会有完全相同的担忧，但该项目非常幸运地在这些争议于全美形成公共议题之前，就提前在协议中把问题全部解决掉了： ```mermaid flowchart TD accTitle: 数据中心资源与电网协同方案 accDescr: 展示路易斯安那州项目在水资源、能源供应及电网成本上的解决路径。 subgraph Water["水资源利用优化"] W1["原有农业农田用水量"] --> W2["采用更高成本但高效率的节水系统"] W2 --> W3["实际耗水量低于农耕时期"] end subgraph Power["能源与电网韧性保障"] P1["路易斯安那州 32,000 英里天然气管网"] --> P2["与 Entergy 达成定制协议"] P2 --> P3["自费建设独立发电设备与电网升级"] P2 --> P4["全额承担飓风灾后重建摊派费用"] P3 & P4 --> P5["降低本地居民用电负担"] end ``` - **水资源消耗低于农耕时期**：该选址原为农业耕地。Meta 团队在初期磋商中便拍板采用了一套成本更高、但效率极高的系统，使得数据中心实际消耗的水资源比该地块过去用于耕作务农时的用水量还要少。 - **天然气资源充沛**：路易斯安那州拥有极为丰富的天然气储备，全州目前铺设了约 32,000 英里的天然气管网，即便不再增建一英里管网，能源获取也极为便利。 - **自负发电设备与电网升级费用**：早在联邦总统行政令或州长发布相关政令之前，Meta 就与当地电力公用事业公司 Entergy 确立了合作模式。Meta 自行出资建造专属发电设备、承担电网韧性改造与电网升级的全部费用。 - **免除居民风暴摊派费用（Storm Costs）**：路易斯安那州饱受飓风侵袭，每次灾后全州纳税人与用电客户都需要分摊高昂的风暴评估费用。Meta 主动承担了风暴修复成本，不仅没有抬高电价，反而切实减轻了路易斯安那普通消费者的负担，成为后续全美推广的原型范本。 ### [14:29](https://www.youtube.com/watch?v=qp2IbgJ5Z-8&t=869s) 反对叙事背后的虚假信息、地缘政治与 Meta 的“社区契约” Chamath 转向曾任总统副国家安全顾问的 Dina Powell McCormick，指出微软 CEO Satya Nadella 等业内领袖都拿出了详尽的数据和正面案例，但针对数据中心的虚假信息和恐慌宣传为何依然在全美大行其道。Dina 坦承 Jason 提出的疑虑完全正当，科技行业的底层逻辑必须是“尊重社区自决权”——如果某个社区不想要数据中心，他们完全有权拒绝和退出；但科技巨头必须更积极、更透明地向前迈步，向公众说清楚投资与合作的真正内涵。为此，Meta 建立了一套严苛的“社区契约”（Compact）： - **电网与成本控制**：不仅要自费承担用电，更要通过基础建设投资拉低当地社区整体的用电成本。 - **AI 赋能的节水技术**：直面农村与农业社区的水资源焦虑，利用最新的 AI 驱动节水与冷却技术，在减少资源消耗的同时提升利用效率。 - **税收盈余直达基层民生**：Dina 坦承给教师发放奖金并非 Meta 凭空发明，而是路易斯安那州法律明文规定将税收盈余直接注入教育系统。里奇兰堂区（Richland Parish）教育总监 Sheldon Jones 反馈，过去招聘教师极为困难，如今来自全州的应聘电话被打爆，优秀师资蜂拥而至，这里正在变成全州最好的学区。Meta 汲取该经验后，已将对教师与第一反应者（消防、警察等救援人员）的民生投资列为全美通用准则。 谈到虚假信息的幕后推手，Dina 提到自己刚与参议院情报委员会的主席 Tom Cotton 和副主席 Mark Warner 沟通。情报部门认为有证据表明外国敌对势力正在暗中煽风点火、制造恐慌。Dina 深刻分析道：“如果你现在想阻遏美国的发展，你会怎么做？这正是你会采取的手段——阻止美国在本土修建数据中心，从而彻底瓦解美国主导全球 AI 竞争的势头。”她强调，行业过去在对外沟通上确实做得不够好，必须在成为优秀合作典范的基础上，更广泛地把真实的经济效益传播出去。 ### [17:33](https://www.youtube.com/watch?v=qp2IbgJ5Z-8&t=1053s) 联邦制下的各州竞争与人才流失的逆转 全美各地对于数据中心落地的认知差异，引发了现场对于美国联邦制度的讨论。嘉宾们嘲弄了社交网络 X 上广泛流传的一段荒谬视频——有人提着一瓶脏水四处巡游摆拍抗议数据中心，这种反智宣传在坚实的数据面前极易被戳破。Jason 赞叹道，美国建国先父设计的联邦共和国体制的美妙之处，就在于各州可以自主决策：“有些州会成为大赢家，而有些愚蠢的州则会彻底错失良机”，从而让拥抱基建的州确立不可逆转的经济优势。 Susan 与 Sheldon 补充了来自地方基层的真实反馈： - **全州乡村争抢科技巨头进驻**：当 Meta 带来的 5 万美元教师奖金方案公布后，路易斯安那州各农村堂区的行政长官接二连三致电经济发展部秘书长 Susan，急迫地询问：“秘书长，还有没有科技公司在物色选址？求求你们一定要引荐一家到我们堂区来！”网络上的唱衰宣传与现实中基层官员对发展机遇的渴望形成了巨大反差。 - **逆转数十年的乡村人才外流（Brain Drain）**：教育总监 Sheldon 动情地表示，农村学校长久以来的痛点在于，最顶尖、最聪明的学生即使成绩再优异、考上本地大学，毕业后也绝不会回到里奇兰堂区，因为当地根本没有能够留住人才的高端工作。年轻人不得不背井离乡流向大城市。而现在，社区重塑了自己的命运叙事——年轻一代如果想离开固然可以，但他们“不必再被迫离开”，堂区内部拥有了高薪就业机会，完全能支撑他们留在家乡安家立业、抚养下一代。 ### [19:57](https://www.youtube.com/watch?v=qp2IbgJ5Z-8&t=1197s) 美国劳动力学院：培养新一代基础设施工人 随后现场播放了一段 Meta 赞助的劳动力培训项目视频短片。短片生动展现了 Meta 在基层推动的“美国劳动力学院”（America's Workforce Academy）等技能重塑计划，学员们毫无保留地表达了对参与国家重工业化基础设施建设的渴望与自豪： > “我一直渴望成就一番大事业，我知道唯有加入这个项目才能实现抱负。” > “很多前沿技术的突破，离不开底层物理基础设施的支撑。Meta 赐予了大家成为建设者的一份子、为未来打下基石的机遇。” > “即便没有任何相关行业背景，只要通过为期四周的集中脱产培训，就能立刻掌握技能步入职场上岗。” > “看着这群满怀激情、严肃对待机遇的年轻学员，意义无比深远。这真正能改变世界，我已经准备好开工了。” 短片播放完毕后，Jason 与 Chamath 再次向现场的 Susan 与 Sheldon 表达诚挚感谢，盛赞他们在推动乡村振兴与基础设施落地上的示范效应。送别两位地方代表后，主持人将话题引向了短片背后的深层用工挑战，邀请 Dina 讲述 Meta 在路易斯安那现场招聘光纤技术人员（Fiber Optic Technician）时所遭遇的令人震撼的招工经历。 ### [21:13](https://www.youtube.com/watch?v=qp2IbgJ5Z-8&t=1273s) 破解算力基建劳动力荒：Meta 创办“美国工匠学院” 在数据中心如火如荼的建设浪潮中，除了传统的焊工、管工、建筑工人以及电工之外，所有数据中心园区都面临着一个极其严峻的劳动力瓶颈——光纤技术人员（Fiber Technicians），即专门负责铺设、熔接和测试光纤的人才。当时 Meta 根本招募不到足够的人手，在发现市面上根本没有成熟对应的现成培训项目后，Meta 联手世邦魏理仕（CBRE）等合作伙伴自行研发了一套定制课程。既然光纤工种可以自研体系，他们随即决定全面铺开，创立了**“美国工匠学院”（America's Workforce Academy）**。 这是一项为期 5 周的速成培训计划，学员在此期间不仅能获得包括 OSHA 等全套安全施工培训，还能拿到被称为“具备入场资格”（Job Site Ready）的权威认证。更重要的是，Meta 承诺向每一位从该项目顺利毕业的学员**百分之百保障就业岗位**，无论是在 Meta 自家的各大数据中心，还是拿着全国通用的认证去往其他工程现场。 这一项目的诞生直击了美国蓝领技能转型的核心痛点。David Sacks 此前反复强调，未来几年美国此类工种存在高达 50 万个空缺岗位，但普通底层劳动者根本无法跨越这条鸿沟： - **无法承担脱产与培训费用**：诸如餐厅服务员、Uber 司机、家庭护理员等底层从业者往往过着“从月薪到月薪”的手停口停生活，根本无力承受无薪脱产数周，而且 OSHA 等专业工程安全培训费用高昂，没人敢冒着“花大钱脱产培训却拿不到工作”的风险去试错。 - **全额带薪培训与保底上岗**：Meta 的关键突破在于，培训期内全额发放相当于正式上岗薪资的报酬，彻底废除了传统学徒期漫长且极低微的津贴制度。 该项目推出仅 4 个月便迎来了惊人的社会反响：4 万名美国人踊跃申请，首批毕业的 250 人留存率高达 90%。许多底层劳工通过该计划掌握了一门过硬的技术，焊工在匹兹堡等地的年薪可达 12 万美元，彻底改变了个人与家庭的命运。 ```mermaid flowchart TD accTitle: 蓝领工人跨越技能鸿沟路径 accDescr: 展示 Meta 美国工匠学院如何通过带薪速成培训打破传统障碍，将底层零工转变为高薪数据中心技工 subgraph Problem["传统转型困境"] A["低薪零工群体<br/>(服务员 / 网约车司机)"] B["高昂脱产成本<br/>(无薪培训 / 培训费贵)"] C["就业不确定风险<br/>(无保底入职通道)"] A --> B --> C end subgraph Solution["美国工匠学院 (AWA) 破局"] D["5周速成定制课<br/>(光纤熔接 / OSHA安全)"] E["全额带薪培训<br/>(按正式岗位薪资发放)"] F["Job Site Ready 认证<br/>+ Meta 100%保底就业"] D --- E --> F end Problem -.->|"打破阻碍"| Solution F --> G["高薪技工岗位<br/>(年薪达12万美元 / 留存率90%)"] ``` --- ### [22:59](https://www.youtube.com/watch?v=qp2IbgJ5Z-8&t=1379s) 联合工会与科技巨头：跨越竞争打造全美用工同盟 为了消除排他性，Meta 刻意没有在项目名称中加入“Meta”字样，而是将其命名为通用的“美国工匠学院”，以吸纳更广泛的行业与社会组织协同合作。Meta 积极拉拢工会，与北美建筑工会（NABU）主席 Sean McGarvey 建立了稳固的战略伙伴关系。这一举动让工会在数据中心引发的政治纷争中戏剧性地站到了科技公司一边。工会领导层明确对外发声：“我们要反击那些‘反数据中心’的浪潮，这些是属于我们工人的岗位！”全美工会甚至在期中选举前公开发布声明，表态只会支持那些支持建设数据中心的候选人。 在被问及大厂联手打造国家级教育标准的可能性时，Dina Powell McCormick 透露各大科技巨头已经展开深度横向协同： - **巨头人才联盟建立**：Dina 刚刚与 Google 的 Ruth Porat 进行深入沟通。Ruth 牵头联合了贝莱德（BlackRock）首席执行官 Larry Fink 以及其他大厂，Meta 也宣布加入这一用工联盟。 - **“产品竞争，人才共享”**：科技巨头在 AI 模型、算力算法和消费级产品上争夺激烈，但在底层基建劳动力上绝不搞恶性内耗。无论工人在 Meta、Google 还是微软的数据中心受训，技能和资格标准完全互通互用。 - **跨界扩容与场地复用**：面对 4 万申请者与后续极高的需求，通用汽车（GM）首席执行官 Mary Barra 已主动联系 Meta 希望能直接批量引进 1000 名受训工人。为了迅速把规模铺向全美，Meta 联合全美建筑商与承包商协会（ABC），利用社区大学、退伍军人协会活动大厅（VFW halls）以及搭建的高仿真模拟数据中心作为培训基地，全方位铺开线下教学网络。 --- ### [26:27](https://www.youtube.com/watch?v=qp2IbgJ5Z-8&t=1587s) 现场激烈交锋：Jason 连环逼问青少年社媒成瘾与巨额和解 在赞扬完数据中心建设与 Meta 智能眼镜后，主持人 Jason Calacanis 话锋一转，开始投掷事先预警的“直球狠招”（fastball），将矛头直指 Meta 面临的道德与社会责任审判。Jason 语气严厉地指出，Meta 刚刚达成了“美国历史上仅次于烟草行业和英国石油（BP）漏油事故”的超大规模司法和解案： > “很多人的真正质疑在于，Facebook 确实给孩子们造成了不可逆转的巨大伤害。你们心知肚明这些产品具有严重的成瘾性。从 Chamath 还在 Meta 早期秉持‘快速行动、打破陈规’（Move fast and break things）的企业文化开始就是如此。如今你们又在推出诸如角色型 AI 陪伴助手、Muse 这种潜在成瘾性更强的新产品。Facebook 内部到底发生了什么改变？从那笔打破纪录的巨额罚单中，你们究竟吸取了什么教训？” 此番咄咄逼人的发问瞬间激化了现场气氛，Chamath 嘲弄 Jason 是在念“假新闻”，甚至调侃让他去读有效利他主义。面对 Jason 的强硬逼问，Dina Powell McCormick 毫不退让，直接反驳道：**“我完全不同意你问题里的每一个预设前提。”** --- ### [28:45](https://www.youtube.com/watch?v=qp2IbgJ5Z-8&t=1725s) Meta 的正面回击：52州跨党派协议与青少年断网硬指标 Dina 表明自己在 Meta 董事会任职一年，正式加入管理层也有八个月，亲眼见证了团队为了保障家长权限与保护青少年所付出的巨大努力。她正面阐述了 Meta 与全美 52 个州及海外领地跨党派总检察长（Attorneys General）达成的标志性重磅协议： - **每日 2 小时强制封顶**：只要该州签署该协议，18 岁以下（不仅限于 16 岁）的未成年人每天在 Meta 旗下平台累计使用达到 2 小时后，App 将被**强制切断退出**。 - **夜间彻底断网模式**：一到夜间，应用程序将全面锁定，禁止青少年夜间刷屏。 - **上课时间零干扰**：在正常的日间校园上课时段，Meta 旗下平台将被完全剥夺推送功能，不发出任何形式的通知弹窗。 - **家长赋能与全流程监控**：为父母提供前所未有的后台监督控制权，能够完全掌握未成年子女的应用类型、使用时长以及所接触的内容范围。 针对 Jason 所指责的“破纪录和解金额”，Dina 予以澄清并现场揭秘了背后的对赌附带条款：**如果 YouTube、TikTok 以及 Snapchat 等行业竞品愿意跟进并签署同样严格的未成年人保护公约，Meta 承诺追加 50 亿美元，并主动将未成年人的每日使用上限进一步腰斩至 1 小时。** Dina 动容地表示，自己是 6 个女儿的母亲，陪伴她们在智能手机时代成长，对此有着切肤之痛与极为个人的情感共鸣。她呼吁全行业切断“未成年人离开一个成瘾 App 就流入另一个竞品 App”的漏洞，若全美科技巨头能协同将未成年人每日社交网络时长限制在 1 小时并实现夜间关停，这将在美国科技与社会发展史上成为真正划时代的转折点。 ### [30:35](https://www.youtube.com/watch?v=qp2IbgJ5Z-8&t=1835s) 青少年社交媒体限制与家长的“打地鼠”困境 迪娜·鲍威尔·麦考密克（Dina Powell McCormick）进一步阐述了 Meta 针对青少年用户推出的强制限制机制：该功能并非仅仅弹出软性提示，而是会在达到时间上限后真正直接“关机”，唯有家长主动介入才能进行覆盖解锁。迪娜分享了一个生动的小插曲：上周末她前往母校德克萨斯大学观看得州大学对阵俄亥俄州立大学的橄榄球比赛，现场竟有多位家长跑来向她抱怨，称 Instagram 的强制断网功能“严重破坏了大学橄榄球选拔”。因为在得州，家长们习惯把孩子比赛的高光集锦发在 Instagram 上吸引球探关注。迪娜幽默地回应道，身处美国，决定权仍在家长手中，如果家长愿意，随时可以手动解除限制，但系统默认就是会强行关闭。 查马斯·帕里哈皮蒂亚（Chamath Palihapitiya）对此深表赞同，并分享了自己的亲身经历。某次全家在餐桌上吃晚饭时，儿子正兴致勃勃地想在手机上给他展示内容，结果刚好卡在限额时间上，屏幕瞬间黑屏彻底关闭。查马斯当场拍手叫好，直接对儿子说：“太棒了，就让它关着别开了！”查马斯指出，对于抚养五个孩子的家庭而言，管理屏幕时间完全是一场筋疲力尽的“打地鼠”游戏（whack-a-mole）。孩子们在学校内外主要通过 YouTube 接收教学与课外内容，哪怕家长在手机上封禁了 Shorts 或 Instagram，类似的内容依然会从其他渠道不断冒出来。如果平台方能主动设定行业治理规范与默认硬性限制，对于那些既要兼顾工作又想把孩子培养成正常人而非“电子僵尸”的普通父母来说，将是巨大的解脱。 ```mermaid flowchart TD accTitle: 青少年屏幕时间治理逻辑 accDescr: 展示 Meta 默认限制与家长管理的协作机制以及跨平台内容蔓延的问题。 subgraph Meta治理机制 A["Meta 默认保护设定"] --> B["达到时间上限自动关闭"] B --> C{"家长是否介入?"} C -- 是 --> D["家长手动覆盖并延长使用"] C -- 否 --> E["应用保持锁定状态"] end subgraph 现实挑战 F["跨平台内容分发 (YouTube/Shorts/IG)"] --> G["家长面临'打地鼠'困境"] G -.->|依赖平台默认约束| A end ``` ### [32:18](https://www.youtube.com/watch?v=qp2IbgJ5Z-8&t=1938s) 诉讼浪潮、产品成瘾机制与 RSI 递归自我改进 大卫·萨克斯（David Sacks）谈及自己对孩子手机使用的严格管控，他认为将单日默认时长设定为一到两小时后自动关闭是非常积极的改进。但同时，萨克斯也公开为 Meta 进行了辩护，直言当下针对科技巨头的诉讼浪潮是一场荒谬的“群殴”与敲诈勒索。社交网络完全是自愿使用的产品，没有任何人强迫用户登录；许多成年人自己生活中遭遇挫折，却归咎于社交软件，各州总检察长（AG）与诉讼律师随之蜂拥而上借机牟取巨额赔偿。萨克斯强调，孩子的数字生活管辖权理应属于父母，而非政府法令，平台设置更严格的默认值正是为了帮疲于奔命的家长减轻负担。 杰森·卡拉卡尼斯（Jason Calacanis）则提出了不同视角的反思。他指出整个科技行业曾深度沉迷于产品游戏化（Gamification），甚至将“增加应用驻留时长”作为核心 KPI。Meta 与 YouTube 的推荐算法在这方面“做得太出色了”，导致无论成人还是儿童都极易深度成瘾。尽管 Meta 的转变来得有些迟，但如今能主动建立硬性退出机制并带动同行，依然值得肯定。 查马斯顺势将话题引向 AI 架构层面的深层诱因，指出未来 18 个月业界将频繁听到一个核心词汇——**RSI（递归自我改进，Recursive Self-Improvement）**。正如萨提亚·纳德拉（Satya Nadella）、黄仁勋（Jensen Huang）和埃隆·马斯克（Elon Musk）所讨论的那样，一旦为 AI 系统设定了奖励函数（Reward Function），模型就会自动进行无休止的自我优化。若将“用户停留时长”设为奖励目标，无论是魔兽世界、愤怒的小鸟还是微软 Word，AI 都会穷尽手段将用户死死锁在屏幕前九个小时。因此，企业必须在底层主动划定阈值，通过外部物理切断来终结这种无限内卷的成瘾循环。 - **自愿使用与诉讼争议**：萨克斯指出诉讼律师利用产品设计问题对自愿消费品发起索赔，本质上带有司法敲诈性质，核心解决之道是把控制权交还给家长。 - **行业指标反思**：早期移动互联网过分追求“驻留时长”，算法被极度优化以追求多巴胺反馈。 - **RSI 的失控风险**：在缺乏人为阈值约束的情况下，以时长为目标的自适应算法将演变成无法自我克制的黑洞系统。 ### [35:25](https://www.youtube.com/watch?v=qp2IbgJ5Z-8&t=2125s) Meta 智能眼镜的日常黏性与意外的人道主义用例 戴维·弗里德伯格（David Friedberg）将话题带到了后台大家试戴的 Meta 智能眼镜（Ray-Ban Meta）。他提出了一个关键疑问：从曾经的 Google Glass 到苹果的 Vision Pro 乃至各类 VR 头显，科技界在面部穿戴设备上做过无数尝试，但绝大多数产品都难逃“新鲜劲一过就被扔进抽屉吃灰”的宿命，沦为极客玩具。Meta 眼镜究竟具备怎样的持续复用场景，才能真正产生用户黏性？ 迪娜对此回应称，Meta 工程团队已在该产品上深耕了整整十年，他们得出的首要教训是：**如果不美观时尚，人们绝对不会戴出门**。全球有数十亿人每天佩戴近视眼镜或太阳镜，与雷朋的合作为设备注入了天然的时尚属性（她戴的正是与凯莉·詹娜同款的设计风格）。更关键的是日常实用功能：高品质的开放式扬声器让接听电话和收听播客变得无感而自然。迪娜透露，她每周正是戴着这款眼镜在散步或健身时收听《All-In》。新版本还引入了前沿 AI 特性： 1. **对话聚焦（Conversation Focus）**：当用户注视交谈对象时，周围所有嘈杂的环境噪音都会被算法过滤，仅清晰保留对方的声音；（查马斯随即打趣称自己买新款 AirPods 5 就是为了反向操作实现“妻子声音降噪”，现场笑成一片） 2. **实时语音翻译（Live Translation）**：跨语言无缝沟通； 3. **彻底释放双手的日常记录**：人们不再需要低头举着笨重的手机方块，即可拍照、录像、语音交互，产品还针对极限运动推出了 Oakley 合作款。 迪娜随后展示了一段极具冲击力的真实用例视频。9月11日当天，团队前往得克萨斯州奥斯汀的一座退伍军人协会（VFW）活动中心，并邀请著名乡村歌手克里斯·斯台普顿（Chris Stapleton）一同现身。Meta 与支持视障老兵的公益组织合作，邀请失明退伍军人直接与 Meta 工程师共同设计专项功能。现场一位双目失明的老兵动情地讲述：他戴着眼镜走进教堂，讲台大屏幕上滚动着圣经经文，他以往根本无法阅读，但现在只需向 Meta 提问，眼镜便字句不差地将经文实时读给他听。这种前沿可穿戴 AI 意外地为残障退伍军人重新赋予了独立生活与融入社会的尊严。 ### [39:27](https://www.youtube.com/watch?v=qp2IbgJ5Z-8&t=2367s) Meta 智能眼镜的人文温度与硬件形态的真正突破 在谈及 Meta 智能眼镜（Ray-Ban Meta）的实际应用时，蒂娜·鲍威尔·麦考密克（Dina Powell McCormick）分享了一个极具感染力的亲历故事。智能眼镜具备视觉识别与朗读能力，在她身旁的一位视障人士初次戴上眼镜后轻声唤道：“Hey Meta, call John.”（Hey Meta，打给约翰）。随后，这位先生听着耳机里的声音突然忍不住抽泣起来。蒂娜关切地询问是否一切安好，对方激动地回答：“这是我这辈子第一次能够完全独立自主地给我儿子打电话。”这种科技赋予弱势群体前所未有独立性的真实场景，令整个团队倍感自豪。这也引发了关于硬件形态的深入探讨：人工智能的爆发式演进，究竟是否会通过眼镜这种载体真正走向全球大众？蒂娜指出，眼镜是人类佩戴历史悠久的成熟配件，既日常又亲民；马克·扎克伯格（Mark Zuckerberg）在研发中极其严苛地死磕细节，不仅要塞进尖端算力与传感器，还要严格控制整体重量并保持时尚感。 主持人随后回顾了智能眼镜品类的演进史，直言在经历过早期 Google Glass 的折磨后，大众确实有必要彻底重新评估这一产品类别。过去的智能眼镜往往存在电池续航极差、机身笨重不堪、戴上去显得像个怪胎（“look like a dork”）等致命伤，加之早年类似 Siri 的语音控制体验并不稳定，导致整个品类长期边缘化。然而如今搭载 AI 的新款眼镜终于跑通了闭环：电池耐用度大幅改善，交互逻辑自然顺畅。在日常生活场景中——比如滑雪或陪伴孩子玩耍时——如果掏出手机横隔在彼此之间拍照录像，不仅极其突兀，还会让人从当下抽离；而眼镜则能让用户在全身心投入真实世界的同时记录第一视角。此外，其强大的多语言实时翻译功能也堪称杀手级应用，无论身处日本街头与人交谈，还是抬眼扫过外语路标，瞬间即可获得精准翻译，无需频繁掏出手机。 - **视障辅助突破**：智能眼镜集成视觉辅助与语音控制，使视力受损人群能够脱离第三方协助，独立发起电话呼叫和阅读周围环境。 - **佩戴与设计攻坚**：Meta 与眼镜巨头依视路陆逊梯卡（EssilorLuxottica）旗下的雷朋（Ray-Ban）深度合作，在攻克电池续航与内部元器件配重难题的同时，维持了经典眼镜的时尚美感。 - **免掏手机的即时交互**：相比传统智能手机的割裂感，智能眼镜解放了双手，支持第一视角运动拍摄与无缝跨语言实时同传。 ```mermaid flowchart TD accTitle: 智能眼镜进化与破局要素 accDescr: 对比早期智能眼镜缺陷与当前生成式AI赋能下的体验飞跃 subgraph EarlyGen ["早代智能眼镜缺陷 (如 Google Glass)"] A["机身笨重外形突兀"] B["电池续航严重不足"] C["语音助手响应失常"] D["缺少核心高频刚需"] end subgraph ModernGen ["Ray-Ban Meta 破局关键"] E["时尚设计与轻量化机身"] F["多模态 AI 与多语言同传"] G["无感第一视角影像抓取"] H["无障碍场景与独立生活赋能"] end EarlyGen --> ModernGen ``` ### [41:32](https://www.youtube.com/watch?v=qp2IbgJ5Z-8&t=2492s) 对话 Dario 监管呼吁：扎克伯格的开源信仰与 AI 普惠愿景 针对 Anthropic 首席执行官达里奥·阿莫代伊（Dario Amodei）近期发表的重磅长文及业界关于 AI 严监管与安全刹车的呼声，蒂娜深入阐释了 Meta 截然不同的底层哲学。蒂娜首先强调，安全在 Meta 内部同样是不可动摇的最高准则，扎克伯格几乎在每次讨论中都会重点提及，由亚历山大·王（Alexandr Wang）与纳特·弗里德曼（Nat Friedman）等业界先锋领衔的智囊与研究团队，每天都在持续攻坚模型对齐与安全性问题。然而，扎克伯格与闭源阵营最大的分歧，根植于 Meta 过去二十年来连接人与赋能个体的商业基因。 这种信条建立在庞大的真实生态之上：如今每天有高达 36 亿人使用 Meta 的平台产品，2 亿家中小企业依托其生态开展日常商业运营。扎克伯格坚信，技术的民主化和开源分发才是推动社会长期稳定的真正基石。在他发表的《未来属于每一个人》（The Future is for Everyone）宣言中，扎克伯格明确提出：当超级智能（Superintelligence）能够分散并普及到普通人手中，让偏远地区的孩子拥有原本难以企及的顶级教育辅导，让缺乏医疗资源的人群获得以往不敢想象的健康洞察，这不仅将彻底释放个体的全部潜能，更会让整个社会的结构更加稳定繁荣。正因如此，Meta 顶住巨大阻力，坚定推出了全美首个顶级开源大模型体系，致力于将前沿算力变成所有人都能触达的基础设施。访谈最后，主持团队对蒂娜的深度分享表达了由衷赞赏，并圆满结束了本次长谈。 - **生态体量基石**：Meta 全球日活跃用户规模突破 36 亿，生态内活跃着超过 2 亿家中小企业主，构成了其技术去中心化理念的现实支点。 - **开源与闭源的路线分歧**：闭源阵营倾向于通过高壁垒与牌照制进行风险防范，扎克伯格则坚信开放超级智能的普惠访问权才能消除数字鸿沟。 - **全美首个开源旗舰大模型**：Meta 践行开放生态路线，推动开源模型迭代，重塑全球开发者与公众接触最前沿 AI 的底层逻辑。 ## Notable quotes > [14:29](https://www.youtube.com/watch?v=qp2IbgJ5Z-8&t=869s) 如果你现在想阻遏美国的发展，你会怎么做？这正是你会采取的手段——阻止美国在本土修建数据中心，从而彻底瓦解美国主导全球 AI 竞争的势头。 — 迪娜·鲍威尔·麦考密克 > [17:33](https://www.youtube.com/watch?v=qp2IbgJ5Z-8&t=1053s) 有些州会成为大赢家，而有些愚蠢的州则会彻底错失良机 — 杰森·卡拉卡尼斯 > [17:33](https://www.youtube.com/watch?v=qp2IbgJ5Z-8&t=1053s) 秘书长，还有没有科技公司在物色选址？求求你们一定要引荐一家到我们堂区来！ — 路易斯安那州各农村堂区行政长官 > [19:57](https://www.youtube.com/watch?v=qp2IbgJ5Z-8&t=1197s) 我一直渴望成就一番大事业，我知道唯有加入这个项目才能实现抱负。 — 美国劳动力学院学员 > [22:59](https://www.youtube.com/watch?v=qp2IbgJ5Z-8&t=1379s) 我们要反击那些‘反数据中心’的浪潮，这些是属于我们工人的岗位！ — 北美建筑工会领导层 > [26:27](https://www.youtube.com/watch?v=qp2IbgJ5Z-8&t=1587s) 很多人的真正质疑在于，Facebook 确实给孩子们造成了不可逆转的巨大伤害。你们心知肚明这些产品具有严重的成瘾性。从 Chamath 还在 Meta 早期秉持‘快速行动、打破陈规’的企业文化开始就是如此。 — 杰森·卡拉卡尼斯 > [26:27](https://www.youtube.com/watch?v=qp2IbgJ5Z-8&t=1587s) 我完全不同意你问题里的每一个预设前提。 — 迪娜·鲍威尔·麦考密克 > [28:45](https://www.youtube.com/watch?v=qp2IbgJ5Z-8&t=1725s) 如果 YouTube、TikTok 以及 Snapchat 等行业竞品愿意跟进并签署同样严格的未成年人保护公约，Meta 承诺追加 50 亿美元，并主动将未成年人的每日使用上限进一步腰斩至 1 小时。 — 迪娜·鲍威尔·麦考密克 > [30:35](https://www.youtube.com/watch?v=qp2IbgJ5Z-8&t=1835s) 太棒了，就让它关着别开了！ — 查马斯·帕里哈皮蒂亚 > [35:25](https://www.youtube.com/watch?v=qp2IbgJ5Z-8&t=2125s) 如果不美观时尚，人们绝对不会戴出门 — 迪娜·鲍威尔·麦考密克 > [39:27](https://www.youtube.com/watch?v=qp2IbgJ5Z-8&t=2367s) Hey Meta, call John. — 视障体验者 > [39:27](https://www.youtube.com/watch?v=qp2IbgJ5Z-8&t=2367s) 这是我这辈子第一次能够完全独立自主地给我儿子打电话。 — 视障体验者 ## Mentioned Dina Powell McCormick, Satya Nadella, Mark Zuckerberg, Jason Calacanis, Chamath Palihapitiya, David Sacks, David Friedberg, Susan Bourgeois, Sheldon Jones, Dario Amodei, Alexandr Wang, Nat Friedman, Tom Cotton, Mark Warner, Ruth Porat, Larry Fink, Mary Barra, Sean McGarvey, Chris Stapleton, Meta, Google, Microsoft, Anthropic, CBRE, Entergy, BlackRock, General Motors, EssilorLuxottica, Ray-Ban, Oakley, North America's Building Trades Unions (NABU), Associated Builders and Contractors (ABC), Veterans of Foreign Wars (VFW), Ray-Ban Meta, Google Glass, Apple Vision Pro, AirPods 5, Instagram, YouTube, TikTok, Snapchat, Polymarket, America's Workforce Academy, Richland Parish, The Future is for Everyone ## Video description (0:00) Dina Powell McCormick joins The Besties! (1:52) Impact of Meta's data center in Richland Parish, LA: $50K teacher checks, revitalizing a small town community (11:52) How Meta is alleviating data center concerns: pollution, electricity, water, noise, aesthetics; Misinformation campaigns (19:57) America's Workforce Academy, the job growth in re-industrializing America (26:58) Meta's recent social media settlement, new rules for teens (35:25) Meta glasses and Zuck's AI strategy Thanks to our partners for making this possible! IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/ Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai EY helps tech innovators scale from startup to exit to megacap. You build the future. We’ll handle the rest. http://www.ey.com Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/ Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/ Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin Follow Dina: https://x.com/DinaPowellMcC Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@allin Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect #allin #tech #news [Source](https://www.youtube.com/watch?v=qp2IbgJ5Z-8)

[14:29] 迪娜·鲍威尔·麦考密克: 如果你现在想阻遏美国的发展，你会怎么做？这正是你会采取的手段——阻止美国在本土修建数据中心，从而彻底瓦解美国主导全球 AI 竞争的势头。 [17:33] 杰森·卡拉卡尼斯: 有些州会成为大赢家，而有些愚蠢的州则会彻底错失良机 [17:33] 路易斯安那州各农村堂区行政长官: 秘书长，还有没有科技公司在物色选址？求求你们一定要引荐一家到我们堂区来！ [19:57] 美国劳动力学院学员: 我一直渴望成就一番大事业，我知道唯有加入这个项目才能实现抱负。 [22:59] 北美建筑工会领导层: 我们要反击那些‘反数据中心’的浪潮，这些是属于我们工人的岗位！ [26:27] 杰森·卡拉卡尼斯: 很多人的真正质疑在于，Facebook 确实给孩子们造成了不可逆转的巨大伤害。你们心知肚明这些产品具有严重的成瘾性。从 Chamath 还在 Meta 早期秉持‘快速行动、打破陈规’的企业文化开始就是如此。 [26:27] 迪娜·鲍威尔·麦考密克: 我完全不同意你问题里的每一个预设前提。 [28:45] 迪娜·鲍威尔·麦考密克: 如果 YouTube、TikTok 以及 Snapchat 等行业竞品愿意跟进并签署同样严格的未成年人保护公约，Meta 承诺追加 50 亿美元，并主动将未成年人的每日使用上限进一步腰斩至 1 小时。 [30:35] 查马斯·帕里哈皮蒂亚: 太棒了，就让它关着别开了！ [35:25] 迪娜·鲍威尔·麦考密克: 如果不美观时尚，人们绝对不会戴出门 [39:27] 视障体验者: Hey Meta, call John. [39:27] 视障体验者: 这是我这辈子第一次能够完全独立自主地给我儿子打电话。

[0:00] the next three years could be the whole game. [0:00] Dina Powell McCormick: As long as this episode and panel gets way more listeners and views than Senator McCormick’s did when he came on, I'll be very, very happy with that. [1:52] Local residents: the place that opportunity forgot about. [4:10] Sheldon Jones: The game has changed. This is going to give our parish an opportunity to do something that it's never been able to do. [8:04] Sheldon Jones: Often times this communication is not about the most informed person in the community. It's about the least informed person in the community. [26:07] Jason Calacanis: move fast and break things [28:35] Jason Calacanis: 100% yes [30:35] David Friedberg: whack-a-mole [39:27] Hey Meta, call John. [39:27] That's the first time I've ever called my son on my own independently. [41:32] Mark Zuckerberg: the future is for everyone

[0:00] A trailblazing leader in government, [0:03] business, and philanthropy. [0:04] >> A former presidential adviser to Donald [0:06] Trump, Dina Pal McCormack joined Meta [0:09] Platforms as president and vice [0:10] chairwoman. [0:11] >> She'll help lead the company's massive [0:13] AI expansion, including data centers, [0:15] investments, and global partnerships. [0:17] >> Powell McCormack's background is exactly [0:19] where Meta's new bottlenecks are. [0:21] >> There is a transformation in humanity [0:23] coming. Nothing can stop that now with [0:25] this technology. 3.5 billion people [0:28] every day are on Meta. I think we all [0:32] know that the next three years could be [0:34] the whole game. Women are the secret [0:36] sauce. [0:37] How about that? [0:39] >> Please welcome Dena Powell McCormick. [0:56] see you. Thanks for coming out. [1:01] >> Hey, good to see you. All right, good to [1:03] see you. [1:05] >> How are you? [1:07] Dina, thank you for being here. Um, you [1:11] know, we were just finishing up a [1:13] conversation with Satcha about how do we [1:16] tell the story about the benefit of data [1:19] centers and what they're doing to [1:20] communities and why they're actually net [1:23] economically positive. And I know you so [1:26] I'm going to get right into it because I [1:27] know you actually have a video on this. [1:29] Do you want to just start with your [1:30] video? Would that be okay? [1:32] >> That'd be great. I mean, I just want to [1:33] say so psyched uh to be at the All-In [1:36] Summit, first time to speak, and as long [1:38] as this episode and panel gets way more [1:42] listeners and views than Senator [1:44] McCormix did when he came on, I'll be [1:45] very, very happy with that. So, now we [1:47] can now we can roll the tape. No [1:49] competition. [1:50] >> Good. We'll put it on Poly Market. Let's [1:52] watch the video. [1:57] >> Richmond Parish was the place that [1:58] opportunity forgot about. [2:05] I've grown up here my whole life and [2:08] I've seen a lot of people move away [2:10] looking for work, including my son. [2:15] What you were hearing a lot lately was [2:18] there's nothing here for us anymore. [2:35] We knew that having a data center would [2:38] give us an industry here that we haven't [2:40] had before. That's a huge investment in [2:43] our community. [2:45] We started this business simply because [2:47] meta was coming. [2:52] We thought we had hit it big when we got [2:54] to cater for 40 people. Now we do 400 a [2:58] week. [2:59] >> Since Meta came to town, we've hired [3:01] more employees. [3:03] >> A multi-billion dollar capital [3:04] investment like the one that Meta is [3:07] making in Richland Parish is it was [3:10] transformative. It's extremely exciting [3:12] to attract and retain quality teachers. [3:19] So, when I first got the news about the [3:20] bonus, it was jaw-dropping. My mouth was [3:22] literally wide open. [3:24] We're not in it for the money. We're [3:26] teachers because it's in our heart. But [3:28] the bonus has been extremely helpful. [3:33] >> With the investment that Meta has made [3:35] in our community, now we can do a better [3:38] job of taking care of our home. [3:40] >> I do feel a lot of hope for the future [3:41] of my students. It gives them the [3:43] opportunity they never thought that they [3:45] would have. [3:47] And I would say one of the biggest [3:48] things is people coming back home. [3:54] >> You know, the future's happening here [3:55] and happening now. [4:10] >> You have some folks from the video here. [4:12] >> I do. Can come on out. Come on out, [4:15] >> Sheldon. and Susan, we have the [4:17] superintendent [4:18] from that video, the superintendent in [4:20] Richland Parish. [4:28] >> Thanks for joining us. Pleasure. [4:31] >> Hi, sir. [4:32] >> Thanks for joining us. Hi, how are you? [4:35] Come on down. [4:37] >> Good to meet you. How are you? [4:40] >> Thank you for being here. [4:41] >> Thanks for having us. [4:42] >> You want to do an introduction? [4:43] >> Sure. What an honor. It's an honor uh [4:46] for me to be here with Sheldon and [4:48] Susan. Uh we've spent a lot of time in [4:50] Louisiana. It's our largest data center [4:52] investment uh for Meta and I've been [4:55] with them in Louisiana. And what is [4:57] remarkable to me is just the leadership [5:00] that frankly the governor has shown. [5:03] Susan is the commerce secretary for [5:05] Louisiana, the economic development um [5:07] secretary, and Sheldon uh who I'm going [5:10] to let him speak for himself, but he is [5:12] such an inspirational figure there. and [5:14] he is the one that realized that because [5:16] of our investment the tax surplus would [5:20] go straight to teachers and maybe you [5:22] can talk just a little bit about that. [5:24] >> Yes. So it's great to be here. Um I just [5:27] think back to my first interaction with [5:29] Meta. Uh it was in the summer of 2024 [5:34] and um it was at our local community [5:37] college and I just remember after the [5:38] meeting getting in my car and uh it's [5:41] hot in Louisiana so I turned the air on [5:44] and I just sat there and I said the game [5:48] has changed. Um this is going to give [5:51] our parish an opportunity to do [5:53] something that it's never been able to [5:55] do. So, when the groundbreaking ceremony [6:00] happened in December of 2024, [6:03] um I could immediately start to see the [6:05] increase in our sales tax collections. [6:07] Um there are six taxing entities in our [6:10] parish. The Richland Parish School Board [6:12] collects 51% of the taxes for the [6:15] district. Um, so I was able to see the [6:18] sales tax collections go from 5% 10% [6:23] which is normal for a school system to [6:25] about 60 or 70%. And at that time the [6:29] number of workers at the data center [6:30] site increased. Um, those collections [6:34] peaked at about 260%. [6:38] That's an increase in sales tax [6:40] collections. Um, and so we have a 1 cent [6:44] and a 1/2 cent sales tax that's [6:46] dedicated to employee salaries. And so [6:49] we're announcing these sales tax [6:51] increases at our schoolboard meetings. [6:53] And we're educators, so people can do [6:56] the math. [6:58] They start to figure out this is going [7:00] to translate into a larger sales tax [7:04] check, which directly goes into our [7:07] salaries. So in December of 2025, we [7:13] gave out a 1 half cent sales tax check. [7:17] That check doubled from the previous [7:19] year. So it went from roughly about [7:22] $4,000 to about $8,000, but we hadn't [7:25] seen a full year of spiked increases in [7:29] sales tax collections. That happened [7:32] this past June. Uh, so our certified [7:36] employees received an increase of about [7:39] $40,000 in their sales tax. [7:41] >> $40,000 check. [7:43] >> They got a $50,000 check. [7:45] >> Wow. [7:47] >> Wow. [7:50] >> Wow. [7:51] >> So the check the previous year was [7:53] $10,000. [7:54] So if you take that December increase [7:57] and the June increase, it was a a net of [8:00] about $45,000 [8:03] for our teachers. [8:04] >> Did they all Cuz the reason Dina and I [8:06] were talking about this panel and [8:08] everyone hates data centers. They pull [8:10] 80 in the United States. And Dina was [8:14] telling me the story and I was like, we [8:15] should tell this story because it is [8:18] unbelievable. Did the teachers and the [8:21] community have this negative sentiment [8:23] about data centers before? Were they [8:25] all, we hate data centers, we don't want [8:26] them here or was that before this wave [8:29] happened and the community didn't really [8:31] kind of pay much attention to it? [8:33] >> I think initially there was the unknown. [8:36] Um, and we are we are the beginning. [8:39] We're a starting point. There was no [8:41] reference for us to to access. We [8:43] couldn't say, "Okay, well, when the last [8:45] time, when was the last time we had a [8:47] $50 billion capital investment in our [8:50] schools?" So, how did we handle that? [8:52] So, yeah, where, you know, a few million [8:55] dollars, that's that's that's huge for [8:57] us. So, um, there was there was anxious [9:03] thoughts. Um, I think Meta has done an [9:06] excellent job of informing us and [9:09] educating us and that's going to have to [9:12] continue to happen. Oftent times this [9:15] communication is not about the most for [9:17] informed person in the community. It's [9:19] about the least informed person in the [9:21] community. So, we're working to make [9:23] sure that we continue to get that [9:24] positive message out about the good [9:26] things that are happening because there [9:28] are a lot of good things that are [9:28] happening in our parish. [9:29] >> Yeah. I think to the superintendent's [9:31] point, um, Louisiana was a little bit [9:33] late to the data center game, which has [9:34] actually worked remarkably well to our [9:36] benefit in that the the meta investment [9:39] was the first one in the state. Um and [9:42] because of the partnership, the way um [9:45] we negotiated the deal, I call it a a [9:47] partnership, not a negotiation, frankly, [9:49] all all along. Um the community when we [9:52] first brought the idea even prior to you [9:54] knowing, superintendent, um the [9:56] community wasn't apprehensive because [9:58] there was a great deal of unknown. Now, [10:00] keep in mind this was now about 20 [10:02] months ago is when we started the [10:04] conversation there. Um so, so the the [10:07] chatter wasn't as much as it is now. But [10:11] you're talking about a community that [10:12] was really starved for opportunity. As [10:14] you saw in the video, you know, we had [10:16] lost population. Uh the average wages in [10:20] Richland Parish were roughly 36 $38,000 [10:23] a year prior to this investment. So, um, [10:26] the data center went to a place in [10:28] Louisiana, you know, Mississippi Delta [10:30] Parish that was Mississippi River Delta. [10:33] Obviously, it was it was longing for [10:36] this opportunity and we got ahead of [10:39] that and I think we got ahead of that [10:40] very wisely in the way we um addressed [10:44] both the concerns, the impact on the [10:46] community, um, the good impact on the [10:49] community and the natural resources and [10:52] all the things we're hearing right in a [10:54] weird way. And all of this noise is [10:55] actually somewhat beneficial in the [10:57] sense that you may just want to go to [10:59] Dena and say we'll just take all your [11:00] data centers because you can't I mean I [11:03] mean quite honestly [11:03] >> I think our governor would actually [11:05] continuous change in the in the earnings [11:07] potential of normal average Americans. [11:11] >> Yeah. We the governor just signed an [11:13] executive order a few months ago [11:15] creating a framework for us under which [11:17] we will engage with large load users. [11:19] Right. And the privilege that it gives [11:20] us now is we get to be choosy, right? We [11:23] we have a a sales tax exemption which is [11:25] critical to be able to land an [11:27] investment of this size and this scale. [11:29] But now we get to really court who our [11:31] partners are going to be and the [11:32] governor claims it all the time that [11:34] META really was the prototype for us and [11:36] it set a very high standard. Um and [11:39] that's now the standard we're going to [11:40] follow. We are not one of those states [11:42] who is saying no. Um we are one of those [11:45] states that are saying yes and [11:47] >> yeah. So [11:49] maybe you could help us with it's pretty [11:52] clear the economic case for you know [11:55] building uh and growing and creating [11:57] jobs. Take us through the list of valid [12:01] concerns communities have. One of them [12:03] is pollution. I'm not sure if this is [12:05] running off of gas or if it's all solar [12:08] and renewables. Increased electricity [12:10] cost. Water closed loop versus non-clos [12:13] loop. Noise pollution and aesthetics. [12:16] These buildings are awfully ugly [12:18] typically as created. Um, did any of [12:20] those apply? Did you get any of that [12:22] feedback from the community? [12:23] >> Our journalist. [12:25] >> What's that? [12:25] >> Our journalist. [12:26] >> No, no, no. Actually, it's not [12:27] journalism. Actually, what it is is it's [12:29] facts, Saxs. These are the facts of Dina [12:32] the people. Hold on, I'll finish. Uh, [12:34] these are the facts that community [12:36] members have valid concerns about. There [12:38] are people who have had data centers put [12:40] next to them that are polluting, that [12:42] are creating noise, and there are valid [12:44] water concerns, and there are [12:45] communities where their electricity went [12:46] up. So, I'm asking a serious question [12:48] based on facts. I'm wondering if any of [12:50] those apply to you. [12:52] >> Yeah, Janie, you said this was going to [12:53] be easy. No, no, no. Um, yeah, clearly, [12:56] you know, we're all people, right? We [12:58] all hear, we all have the same concerns. [13:00] Um, again, some of it was that we got [13:02] very lucky with the timing of all this [13:04] because those issues were addressed [13:05] before they became in the public forum [13:08] of issues. You know, number one, this [13:10] was farmland. This was agricultural [13:11] land. Um, and early on in the [13:13] conversations with with the Meta team. [13:16] Um, they they made a decision to use a [13:19] more expensive but more efficient system [13:21] that actually uses less water than was [13:24] being used on that land when it was [13:26] being farmed. Right? It's not a [13:28] statistic you hear very often. The [13:30] second piece about the energy, clearly [13:32] we're we're hearing it um across the [13:34] board, but there are two really critical [13:35] components to this. Number one is that [13:38] Louisiana has abundant natural gas. We [13:40] have about 32,000 miles of natural gas [13:43] pipelines in Louisiana today if we don't [13:45] add another mile. So, we have access to [13:47] natural gas everywhere. Um but but in [13:49] the in the relationship that Meta [13:51] created with Entury, the the energy [13:53] provider there, um from day one, before [13:56] this was a an executive order from the [13:58] president or even the governor, Meta [14:00] paid for its own generation. It paid for [14:02] grid resilience. It paid for grid [14:04] upgrades. It paid for storm costs. [14:06] Louisiana has storm assessments when we [14:08] have hurricanes. It happens every now [14:09] and then. It's paying for storm costs in [14:11] a state where they didn't operate right [14:14] when these hurricanes hit. So, it's [14:15] actually taking burdens off of the [14:17] Louisiana consumer. Um, so all those [14:19] issues were issues and they were [14:21] addressed with the original um [14:24] negotiated deal. And I will say it's [14:26] really why it's become the prototype for [14:28] how we move forward with others. [14:29] >> This is a question for you. You used to [14:31] be the deputy national security adviser. [14:32] So answer this maybe with just a bit of [14:34] that hat on. I mean Jason brings up [14:36] valid concerns but then there's this [14:38] data that is so clear for you but also [14:40] for others. I mean you just heard from [14:41] Satya. Why is this misinformation [14:44] campaign winning so soundly in America? [14:48] >> What has happened? Like what is going [14:50] on? [14:50] >> Sure. Well, I think first the questions [14:53] that Jason raised are really legitimate [14:55] questions. And I think we start with a [14:57] premise that if a community doesn't want [14:59] one of our data centers, they get to [15:01] choose. They get to decide. But that we [15:04] actually have to upfront and way more [15:06] aggressively explain what our investment [15:08] and partnership means. And we have a [15:10] compact, a compact that Susan and [15:12] Sheldon are describing. First, not just [15:14] pay for your own electricity. Make sure [15:16] that you're working to drive electricity [15:17] costs down. The second is the water [15:19] issue. It's very real in farmlands and [15:22] rural communities, but there's [15:23] absolutely now new technology, in fact, [15:25] AIdriven technology that makes you able [15:28] to uh actually increase water [15:30] consumption. The third is the teachers. [15:32] I'll be very honest, this was not our [15:34] idea. This actually happened because [15:36] this law uh allows or in fact mandates [15:39] that every extra dollar of tax surplus [15:41] goes directly to the teachers and the [15:44] superintendent was telling me things [15:46] that just are so remarkable. Used to [15:48] have a hard time recruiting teachers. [15:49] Now his phone is ringing off the hook [15:51] throughout Louisiana. Teachers wanting [15:53] to come there and this may end up being [15:54] the best school district um in the [15:56] entire state. And now we have taken that [15:58] learning and we're investing in teachers [16:00] and first responders. And you saw of [16:02] course the economic development impact [16:04] for small businesses. That's our compact [16:07] everywhere we go. Meta um makes sure [16:10] that we makes sure that we do those [16:12] things. But to answer your question, [16:14] Shimoth, I don't think that our industry [16:16] has done a good job communicating just [16:18] just flat out we have to do a better [16:20] job. But before you can communicate [16:22] anything, you've actually got to be [16:23] meaningful and have real impact. And so [16:25] we've started with the premise that we [16:27] want to be the best actor and the best [16:29] partner possible. and now having frankly [16:32] the impact that we see in Louisiana. [16:34] We're very proud of the impact we're [16:35] having in Texas and Ohio, but I think we [16:37] have to tell these stories more. And I [16:39] know you're alluding to where is this [16:41] information coming from? You know, I was [16:43] just with um Chairman Cotton and Vice [16:45] Chairman Mark Warner and the [16:46] intelligence committees. You know, they [16:48] do believe they have evidence that our [16:49] adversaries are trying to jin this up. I [16:52] can't comment on that, but what I can [16:53] tell you is if you wanted to stop [16:55] America right now, what would you do? [16:57] This is exactly what you would try to [16:58] do. if you were any of our adversaries, [17:00] you would want us to stop building data [17:02] centers in the United States so that we [17:04] could uh you know, we we would not be on [17:07] a path to being AI uh dominant in the [17:09] world. This is what you would do. So [17:10] whether they're doing it or not, this is [17:12] definitely an approach you would take. [17:13] And I I actually said to them very [17:16] respectfully, these are great jobs and [17:18] the communities that want the jobs, want [17:20] the teacher bonuses, want these [17:22] investments should be allowed to have [17:23] them. and those that don't should opt [17:26] out. But we certainly don't want uh our [17:29] companies, our my company and our peers [17:31] to start thinking about building data [17:33] centers. [17:33] >> It's so easy to debunk these issues. The [17:36] water one is the one that just [17:38] confounding that confounding that that [17:40] narrative keeps staying alive. I think [17:42] you did an amazing job. [17:43] >> There's a clip on X of this woman with [17:44] this bottle of dirty water that she [17:46] trucks around and and you're just like [17:48] >> so good. [17:49] >> There's there's there's no [17:50] >> You know what? You know what I love? I [17:51] love that it's a federated republic that [17:53] the founders designed and some states [17:55] are going to win, some states are going [17:56] to be idiots and they're going to lose [17:58] and you know, you guys are going to have [18:00] this incredible economic advantage. [18:02] >> Yeah, I do want to add to to Dena's [18:03] point as well, just as the teachers are [18:05] calling Sheldon to consider going to his [18:08] parish to teach. The minute that got [18:11] announced um that y'all were giving [18:13] $50,000 bonuses, I can't tell you how [18:16] many leaders of rural parishes in [18:17] Louisiana called me and said, [18:19] "Secretary, do do y'all have any who are [18:21] considering our parish? Please bring one [18:23] here." So, so the global narrative is [18:26] not happening in Louisiana. I frankly, I [18:28] don't believe it's happening everywhere [18:29] the way the propaganda [18:30] >> calling you from across the country like [18:32] other states saying, "Is this real? How [18:35] did this work?" and starting to kind of [18:37] lean in and see if they can participate. [18:40] >> So, historically, one of the challenges [18:41] we've had as a rural school system is [18:43] that our best and our brightest will [18:47] they they'll they'll do exceptionally [18:48] well in school. They may even go to our [18:50] local universities, but but when they [18:53] leave, I have a good idea in my head [18:55] that they're not coming back to Richland [18:57] Parish because we can't offer jobs that [19:01] that attract them. So they they leave [19:03] and they go to other states and they go [19:05] to other cities. And now we're able to [19:08] to to write our own narrative that if [19:12] you want to leave and go, you can, but [19:16] you don't have to. We have opportunity [19:19] here for you here in Richland Parish. [19:22] You have the ability to stay here to [19:24] raise your family. And I think it's [19:26] changing the narrative in our parish. [19:27] Well, Dina, I know you've got another [19:29] video for us to watch also on um how do [19:32] we get more workers to come and [19:34] participate in this growing economy. Um [19:37] while we watch that, why don't we thank [19:38] Susan and Sheldon for joining us. Thank [19:40] you both for being here. Thank you so [19:42] much. [19:46] >> Thank you very much. Yeah, that was [19:47] great. Fantas [19:52] Thank you so much. Appreciate you very [19:55] much. Appreciate you coming out. Thank [19:56] you so much. [20:00] >> I've always wanted to do something big. [20:02] I know that this is the program that I [20:05] need to be in in order to discover that. [20:07] >> In order for a lot of technology to [20:09] advance, we need the infrastructure. [20:11] Meta is blessing these guys with the [20:13] opportunity to be a part of that to help [20:15] lay foundation for the future. [20:17] >> You can come into the program with no [20:19] prior experience after you finish your [20:21] four weeks here, be able to go into the [20:24] workforce. [20:25] I'm grateful for this opportunity. I'm [20:28] excited to actually get to do the work. [20:30] >> To have a group of students who are [20:33] taking the opportunity serious and are [20:35] doing it with passion, that means [20:36] everything. [20:38] >> Once they're able to finish our course, [20:41] there's so many different paths that [20:43] they can take. The more that we learn [20:45] and establish this workforce, the more [20:47] we can impact future generations. [20:50] >> I feel like it will change the world. [20:52] I'm ready to work. [21:00] you were telling me a story about like a [21:03] posting for fiber optic technician. Can [21:05] you just tell that story because I think [21:07] it's incredible. Sure. [21:08] >> So, um, even in our site in Louisiana, [21:11] one of the issues is that we just can't [21:13] find enough workers and you really need [21:16] a set of obviously welders and pipe [21:18] fitters and construction workers, [21:20] electricians. Uh but there's something [21:21] that every data center site really needs [21:23] fiber technicians, the people that just [21:25] actually lay and cut the fiber. And we [21:27] just could not find enough people. And [21:29] so we just made a curriculum and we [21:31] partnered with a few people CBRE and [21:33] others. And uh we realized that this [21:36] program just didn't exist. So we decided [21:38] if you can do it for fiber technicians, [21:40] why not go beyond? It's a fiveweek [21:43] fasttrack training program where you get [21:45] all of your safety training. You get uh [21:47] designated something called job site [21:49] ready. So you can get the job. We at [21:52] Meta guarantee you a job if you graduate [21:54] on one of our data center sites and you [21:56] have that certification with you whether [21:58] you want to stay at our site or [21:59] elsewhere. And the missing piece is that [22:01] while there are, as David Saxs has said [22:03] over and over again, there are 500,000 [22:07] open jobs for these uh roles over the [22:10] next couple of years, but there was this [22:12] gap between people actually getting [22:14] those jobs. And it's because it turns [22:15] out if you're a waitress or you're an [22:17] Uber driver or you are a home healthare [22:19] worker, you live paycheck to paycheck. [22:22] You cannot afford to take that time time [22:23] off unpaid. The training is weirdly very [22:26] expensive. OSHA training and things like [22:28] that. And what if you do that and you [22:30] don't get a job? So we launched [22:31] America's Workforce Academy. Uh we [22:33] launched it I don't know four months [22:35] ago. 40,000 Americans applied. We've [22:38] graduated 250 people [22:41] >> and we have a 90% retention rate. So [22:44] people that are getting into these [22:45] contractor jobs uh on our data center [22:47] sites um you can see they've learned a [22:50] new trade, they've left behind a job [22:52] that wasn't as fulfilling and that of [22:54] course every company that's hiring them [22:56] um is just thrilled. It's also something [22:59] that's interesting, David, that you and [23:00] I talked about, which is we um have [23:03] partners across the board in this [23:04] program. We called we didn't put META in [23:06] the name because we are so excited to be [23:08] working with other companies that are [23:10] interested in recruiting these workers [23:11] as well. Um, but we're working with the [23:13] unions. Sean McGarvey, uh, the head of [23:15] the trades, NABU, um, is a friend and we [23:18] made a great partnership with him there. [23:20] Some of those workers are on union [23:22] sites, some are non-union. But an [23:24] interesting voice that has emerged in [23:26] this debate is the unions. The union [23:29] leadership now is saying, "We want to be [23:32] anti- the anti-data center backlash. [23:35] These are our jobs. These are for our [23:37] people." And so they actually put out [23:39] even before the midterms um a note [23:42] saying they are only going to support [23:44] candidates that support data centers. [23:47] >> How much uh balance [23:50] the big how much balance sheet capital [23:53] does it take to get this thing off the [23:55] ground and do you see the other majors [23:58] the big eight kind of joining forces and [24:00] having this new educational track kind [24:03] of become a deacto standard in America? [24:05] >> You know all of us are working on this. [24:07] In fact, I just talked to Ruth Porat at [24:09] Google. She's done an incredible job um [24:11] on workforce and she's actually brought [24:13] together uh we're we're going to join [24:15] this alliance. Larry Frink at BlackRock [24:17] has joined the alliance. She's bringing [24:18] together other companies. You know, we [24:20] we might uh you know, might compete on [24:22] models and products, but we don't want [24:23] to compete on people. We we as an [24:25] industry, I think, are doing this part [24:27] well where we're really working together [24:29] because anybody that gets trained to [24:31] work on a metadata center site can [24:32] certainly go to a Google site or a [24:34] Microsoft site. And so this is a place [24:36] where we've really come together. [24:37] >> How do you how do you expand the [24:38] capacity? So there's 40,000 that [24:40] applied, but you picked 400. [24:41] >> Yeah. [24:42] >> That's 39,600 that [24:44] >> Yeah. And and and we started 4 months [24:46] ago and now uh we're literally getting [24:48] calls from Mary Bar at GM. I'll I'd like [24:50] a thousand employees, you know, once you [24:52] have the curriculum and the [24:53] certification and the partners to [24:55] deliver it. Uh you can do these [24:57] everywhere. We're doing them in [24:58] community colleges, VFW halls. In that [25:01] particular program, you actually have to [25:02] have a site that's kind of like a model [25:05] data center so that you can show how to [25:06] train the fiber technicians. But we're [25:09] working with the Association of Builders [25:10] and Contractors. They have, you know, [25:12] thousands and thousands of of uh places [25:14] across the country where they operate. [25:16] >> Why why is it so expensive outside of [25:18] you guys basically backstopping this to [25:21] get something like job site ready and [25:23] OSHA awareness? I mean this should seem [25:25] like you go online and [25:27] >> I think the thing that we unlocked is [25:29] that we actually pay during the training [25:33] what you would get if you are already in [25:35] the job. It used to be that there's a [25:37] very low fee or an apprentice fee for so [25:40] long that it wasn't you know it wasn't [25:41] the full pay payment of the job. And so [25:43] we do that from the beginning. Um, and [25:45] then of course these jobs. I mean, David [25:47] and I've been in Pittsburgh with with uh [25:49] some of these workers and you know, [25:51] these are jobs. Welders make $120,000 a [25:54] year in Pittsburgh. That is meaningful [25:56] great work. And I think the unlock that [25:59] we're very proud of with this program is [26:01] that there just wasn't a clear and fast [26:03] path to getting on the job site and to [26:05] having a guaranteed job. [26:07] >> It's great that you have these jobs [26:08] because with AI progressing so quickly, [26:10] these developers are going to need [26:12] something to do. And so I think they can [26:14] segue into electrician jobs. I'm kidding [26:18] obviously. Uh but absolutely fantastic [26:22] work on the data centers. Fully [26:23] supported. Great job on the meta [26:25] glasses. Amazing. And and this effort [26:28] >> Where are your metagasses, Jason? I gave [26:29] you such [26:30] >> They're right here on the bag. I right [26:31] in my backpack. Uh they're they're No, [26:33] they're actually u super impressive. And [26:35] this effort [26:37] >> this effort is truly impressive. But you [26:38] said you wanted me to do a fast ball or [26:40] two. Uh, and you you didn't want it to [26:42] be [26:42] >> She didn't say that. Jal, [26:43] >> she literally asked me for at least one [26:45] one fast. [26:46] >> Jal fast ball. Uh, [26:48] >> you did. Okay, so we'll just keep it all [26:50] softball before you ask question. [26:51] Please, please come back. [26:52] >> Go ahead, Jason. [26:54] >> No, no, no. We can just go. We'll go [26:55] softballs. The boys prefer. Go ahead. Go [26:57] ahead. Well, I mean, we we have meta [26:59] here and you just paid the largest [27:01] settlement in second only to the tobacco [27:04] industry. Uh, and just ahead of BP oil, [27:07] u, two of the biggest disasters this [27:09] country ever faced. And this one is [27:12] particularly tough [27:13] >> and they wonder why they call him fake [27:14] news. [27:17] >> Um [27:18] uh no I I I numbers are wrong. I'm I'm [27:21] happy to talk about the meta glasses if [27:23] you prefer. [27:24] >> I'm so glad [27:27] go read your effective altruism. [27:28] >> I'm actually really glad you asked me [27:29] about it because [27:30] >> yeah well no let me finish the question. [27:31] You you may not be [27:34] >> um so [27:36] uh I'm going to lean in now so to speak. [27:39] Um [27:40] the the real I think challenge a lot of [27:43] us have with Facebook as an organization [27:45] and and these are amazing. The videos [27:47] are super inspiring and well produced. [27:49] But you guys really did damage [27:53] significant damage to children. You knew [27:55] that these products were too addicting. [27:58] And the philosophy of the company from [28:01] the beginning when Shamath was there, [28:02] hey, move fast, break things, let's go [28:03] super fast. My my my sincere question is [28:06] how has the culture changed inside of [28:08] Facebook and you're making a new series [28:10] of potentially more addicting products [28:13] with character-based AI companions with [28:17] Muse as a product. So I'm curious what's [28:19] changed in the organization and what did [28:21] you learn from that record setting find [28:23] and something that is you could have [28:25] done a lot better on. [28:27] >> Um well I totally disagree with [28:29] basically every single premise in your [28:30] question. [28:31] >> Totally fine. [28:33] billion dollar settlement says [28:34] otherwise. [28:35] >> Do I get to speak or are you done with [28:36] your 10-minute question? Um, okay. I [28:40] totally disagree with the premise of [28:42] that. [28:45] >> I've only been there eight months. I was [28:46] on the board for a year and I can tell [28:48] you cuz I work with these people every [28:49] day. They are really, really focused on [28:52] ensuring that parents are empowered, [28:54] teens are supported. And I couldn't be [28:56] actually more proud of the agreement [28:58] that we just uh we just made. We made it [29:00] with 52 bipartisan attorneys general [29:03] across the United States and the [29:05] territories. We are now setting industry [29:07] standards. Uh we agreed that if uh your [29:11] state signed on with us that uh children [29:14] under 18, not 16, can only be on our [29:17] platform for 2 hours a day. The app [29:19] shuts off after that and it completely [29:21] shops shuts off at night. Uh there are [29:24] no notifications during the school day [29:26] at all of any kind. And frankly, parents [29:29] have way more supervision now. Uh many, [29:32] many ways that they can decide what [29:33] their kids are on, how long they're on, [29:35] and what they're seeing. And I think [29:36] that we're proud of that because if [29:38] others in our peer group joined, this [29:41] could be pretty historic and [29:42] gamechanging. And Jason, I'm a mom of [29:44] six daughters, so this is really [29:46] personal to me. I watched them grow up [29:48] in this in this generation, and I feel [29:50] that, you know, we really can actually [29:53] find a way to come together. Um, the [29:55] reason your numbers were wrong on the [29:56] settlement is because we actually agreed [29:58] to give an additional $5 billion and to [30:01] go down to only one hour of use on our [30:04] platform if YouTube, Tik Tok, and Snap [30:07] join us because, as we know, [30:11] as we know, people leave one set of apps [30:13] and go to another. But wouldn't it be [30:15] pretty amazing in America if children [30:18] under 18 could only be on apps for an [30:20] hour a day, shut off at night? And I [30:22] don't I just think that's [30:24] >> 100% yes. [30:25] >> Thank you. [30:27] >> Do you think do you think it should be [30:28] universal chimoth or do you think it [30:30] should be controlled by the parent like [30:32] give the parent basic controls? What's [30:34] your view? [30:35] >> Well, it is meaning obviously a parent [30:37] can override it but our app actually [30:39] just does turn off. [30:42] >> Obviously a parent. It's funny. I was in [30:44] Texas this weekend at the Texas uh Ohio [30:46] State game. you [30:49] my alma mater. And um and it was really [30:52] funny. I had so many uh people come up [30:54] to me and say, you know, you know this [30:56] turning off because it it's literally [30:58] happening. Turning off Instagram is [31:00] hurting college uh college recruiting, [31:02] football recruiting. I'm like, what? [31:04] What are you talking about? In Texas, we [31:06] put all of our kids videos on Instagram [31:08] and they get recruited. So, it is [31:10] interesting. I said, well, we live in [31:11] America. That's up to you. You can [31:13] decide as a parent if you want to do [31:15] more. that it does actually shut off and [31:17] a parent has to override that. [31:19] >> I think I think it's incredible. I [31:20] remember just being with my kids at the [31:22] dinner table and my son was trying to [31:23] show me something and he had hit the [31:24] limit just turned off and there's [31:26] nothing and I was like this is [31:27] fantastic. You're like leave it off. [31:29] Like [31:30] >> what's that? [31:30] >> You're like just leave it off. You don't [31:32] care. [31:32] >> The reason is as a parent it's [31:34] whack-a-ole. [31:35] >> Yeah. [31:35] >> Because the content is syndicated across [31:38] all these platforms. And that's why what [31:40] you're saying is so right. When my son [31:42] when my kids, my five kids go to school, [31:45] they interact with YouTube as their [31:47] primary outside of school mechanism [31:49] because so much of the school content [31:51] and educational content is there. So [31:53] even if you shut off shorts and [31:54] Instagram, they pop up over here. [31:56] >> So it is this whack-a-ole problem for [31:58] parents and you you it's a full-time job [32:00] to manage it. And so if there is [32:03] effectively like a labeling and like you [32:05] know a decision on governance by these [32:07] companies, it's deeply helpful for all [32:09] of us that have jobs are trying to live [32:10] a life and raise kids normally so they [32:12] don't become zombies. [32:14] >> Zach, you're very active managing your [32:15] kids mobile phone usage. [32:18] >> Yeah. How many do you have? [32:20] >> Look, I um I I think the new defaults [32:24] probably are better. I mean, just [32:25] thinking about my kids usage, yeah, it'd [32:26] be nice if it turned off after, you [32:28] know, an hour or two. Um, so yeah, look, [32:32] I think that's that's an improvement. I [32:34] I do have to sort of def defend Meta [32:36] because I do think that there was a [32:39] little bit of a ridiculous pylon um [32:42] where, you know, the company's getting [32:44] sued by adults who are blaming the use [32:49] of this completely voluntary product. No [32:51] one's forcing you to use any of these [32:52] social network products and then [32:54] something goes wrong in their life that [32:56] has many causes and then they're suing [32:58] Meta and winning big judgments and then [33:01] the state ags get in on the act and all [33:04] the trial lawyers [33:04] >> and the trial lawyers the trial lawyers [33:06] money I thought. [33:07] >> Yeah. So, so let's just acknowledge that [33:09] there is a little bit of a shakeddown [33:11] going on here as well. I mean let's face [33:13] it that that is kind of how the American [33:15] uh court system works. But look, I think [33:17] that they have reached a resolution that [33:20] I think is net beneficial and I like the [33:22] new defaults and ultimately this is [33:24] about parental control. You know, [33:26] parents should choose what you know and [33:29] how what apps their kids use and for how [33:31] long. It should not be the government [33:33] doing that. It should be the parents. [33:36] >> Dina, can you [33:37] >> and we should just make it as easy as [33:38] possible for the parents to do it. And [33:40] in my view, the only reason to do these [33:42] new defaults is because of the [33:43] whack-a-mole problem. It is sometimes [33:44] difficult for the to like [33:47] >> I mean that is I'm glad we're having [33:49] this discussion. Um I I think the issue [33:52] for me has been the industry got very [33:55] addicted to gamification and designing [33:58] products to be addicting and increasing [34:01] time spent on app was in fact internally [34:04] what Facebook was focused on. The [34:06] challenge is, you know, you can be too [34:08] good at something and I think Facebook [34:10] along with YouTube and their algorithm [34:12] were just too good at addicting people [34:14] to it, whether they're adults or kids. [34:15] And I will commend you even if it was [34:17] late as an organization in doing the [34:19] right thing now and then leading the [34:21] other organizations to do the right [34:22] thing. [34:22] >> Let me build on what you were saying [34:24] with the statement. Um, and we Satia [34:27] talked about this. I think Jensen will [34:28] talk about it. Elon will talk about it. [34:30] But we are you're going to hear this [34:31] word RSI over and over over the next 18 [34:34] months. recursive self-improvement, [34:36] which is this idea that if you define a [34:39] function, a reward function for an AI [34:42] and let it go, it's going to [34:43] self-improve. So, to your point, Jason, [34:45] anything, whether it's, you know, World [34:47] of Warcraft or Angry Birds or whatever [34:51] app, you put it into an RSI loop and you [34:53] add the reward function being time, [34:57] they all these apps will proliferate. [34:59] Microsoft Word will keep you there for 9 [35:00] hours if it can. So if unless companies [35:04] make a decision like you guys to say [35:06] here's a threshold and beyond this [35:08] threshold we're just going to turn it [35:09] off. It's going to be kind of turtles [35:10] all [35:11] >> which was my point is how does it inform [35:13] product decisions going forward? You got [35:14] this incredible new product muse. You're [35:16] you're you're in the mix on the bots. Um [35:18] but again I think the leadership and [35:21] challenging the other organizations is [35:23] what I will give you kudos for. [35:25] >> You know I don't want to speculate. I I [35:26] want to talk about this this this this [35:27] addiction thing as it relates to the [35:29] product that we all tried on backstage. [35:31] We all put on a meta glass and I'd never [35:34] um I've never had the product before. [35:37] What is the the repeated use case of [35:39] that product you think? Like what is it [35:40] that gets people cuz you know Yeah. The [35:42] glasses. Sorry. Yeah. So like I remember [35:44] when Google had the goggles and then [35:46] Apple had VR and everyone's had an [35:48] effort at putting something on your face [35:50] and none of them have stickiness. [35:52] They're all like really interesting [35:54] novelty experiences and then your usage [35:56] tapers off and you kind of put it in the [35:58] drawer and it's like a cool tech relic. [36:01] >> Well, they're very stylish. [36:02] >> Yeah, [36:03] >> these are the Kylie Jenners. Um, no, [36:05] actually we are so excited about this as [36:07] a product. Um, the the engineers have [36:10] been working on this for 10 years. Um, [36:12] you make a good point that if people [36:15] don't look good in them and they're not [36:16] stylish, they're not going to put them [36:18] on. But, you know, billions of people [36:20] wear glasses, whether they're to see uh [36:22] or obviously sunglasses. And we're [36:24] really excited about the features. You [36:26] can obviously listen to music. Uh the [36:29] only way I listen to Allin every week is [36:31] wearing my meta glasses as I'm walking [36:32] or working out. Uh they actually have [36:35] the incredible speaker and so your your [36:38] phone calls are perfect. Uh and now we [36:40] have a couple of features we're really [36:42] excited about. Conversation focus. So [36:44] when Chamath is uh you know at dinner [36:46] with his beautiful wife and he actually [36:48] wants to hear her if he looks at her all [36:50] the noise uh it goes away except her [36:52] voice which is pretty cool. Um and then [36:55] translation. [36:56] >> That's great translation as well. [36:57] >> Can I do the opposite when I'm [36:58] >> Shimath? It's interesting Dina. It's [37:00] interesting you bring this up Dina. [37:02] >> Great [37:03] people I talk to. I'd like more of that. [37:06] >> Shimath is just telling me he got the [37:07] new Apple AirPods 5 specifically because [37:10] of wife cancelling. [37:11] >> The opposite. want the opposite feature. [37:13] >> You can actually tune in. But let me [37:15] tell you why you're wrong and I'm right. [37:16] Okay, thanks. [37:19] >> By the way, with with these products, [37:21] you're, you know, you're you're damned [37:23] if you do and damned if you don't in the [37:24] sense that if you design it poorly, no [37:26] one's going to want to use it. If you [37:27] design it really well and it's a big [37:29] success, a bunch of trial lawyers are [37:31] going to say it was addictive and then [37:33] you get sued for that. [37:34] >> So true. [37:35] >> Dina, can you Sorry, I just wanted to [37:36] move to AI for a second before [37:38] >> No, I want to finish on this. So like so [37:40] but but but it has this kind of [37:41] recurrent use case built into it at this [37:43] point. Is that cuz I really want to [37:44] understand if [37:45] >> the reason so many people are are [37:47] working I mean all of our peers are [37:49] working on wearables because I do think [37:51] people want to be part of the world. [37:53] They actually don't want to be holding [37:55] boxes walking around. They actually [37:56] really want to be able to talk to their [37:58] family, take a picture, take a video, um [38:01] listen to music and it be hands-free. We [38:03] have Oakleys uh that are really really [38:05] cool for um extreme sports. So, the use [38:07] cases are just everyday life. And I [38:09] think you're going to show a video. The [38:10] thing that surprised us was one use case [38:13] that we hadn't anticipated, and that uh [38:15] blind veterans. Um, actually, somebody [38:18] uh was joking with me. They said, um, [38:20] how are you getting blind people to wear [38:22] glasses? That doesn't make sense to me. [38:23] But can we show this video? It is such [38:25] an honor to be here. We're in Austin, [38:27] Texas at a BFW hall where metamates are [38:30] sitting down with amazing men and women [38:32] who've served our country and who lost [38:34] their eyesight. They have just been [38:36] telling us they feel like they're [38:37] getting their independence back and [38:39] we're so proud to be giving them meta [38:41] glasses. [38:42] >> I took them to church. They have the [38:44] scriptures on the screen in front. I've [38:47] never been able to read that, but I [38:49] asked Meta and it read it word for word [38:52] for me. [38:52] >> Seeing these extraordinary servicemen [38:54] and women, all we've been saying is [38:56] thank you. Thank you. We don't have [38:57] America without all of them. And as a [39:00] big surprise, uh we are about to [39:02] introduce them to Chris Stapleton. just [39:04] want to come by and say thank you for [39:06] all your service. We're so grateful for [39:08] you. [39:10] >> Chris Stapleton's the best. [39:11] >> He he came and joined us. It was [39:12] actually on 911 and uh just a couple [39:14] days ago. And what we learned is that um [39:17] a group of uh blind veterans from uh the [39:20] organization that that supports them [39:22] came and actually worked with the meta [39:24] engineers and designed specific [39:25] features. And it just turns out [39:27] obviously the glasses can see for you [39:29] and read read to you. One of the [39:31] gentlemen I was sitting next to put the [39:33] glasses on and he said, "Hey Meta, call [39:36] John." And I was sitting there, I [39:38] couldn't hear obviously what he was [39:40] hearing and he just started sobbing. And [39:42] I said, "Is everything okay, sir?" He [39:43] said, "That's the first time I've ever [39:45] called my son on my own independently." [39:48] >> Wow. [39:48] >> So, we're seeing these kinds of use [39:49] cases, of course, that we're incredibly [39:51] proud of. [39:51] >> I guess AI AI creates the unlock for the [39:54] glass form factor. That makes a lot of [39:56] sense. I because [39:56] >> is that the form factor that you think [39:59] kind of gets AI in a prevalent way for [40:01] most people in the world is the glasses [40:03] form factor or is there something else [40:04] you think [40:06] >> I'm I'm sure there will be many [40:07] products. I mean I I think what I have [40:09] learned from our team um is that you [40:11] know glasses are a thing people wear [40:13] glasses and it's something that you know [40:15] many many people they're affordable and [40:17] people obviously we really worked hard. [40:19] Mark was very focused not just on the [40:21] design but the weight of it. So takes a [40:23] lot to put the technology in here and to [40:25] still keep it stylish. And [40:27] >> I think you're a minority owner of [40:29] Rayban. No. Or of looks like the broad [40:32] partner. Yeah. We have an exclusive with [40:34] >> I think that's why people should [40:36] reconsider these, you know, as a product [40:38] category cuz I've had them since Google [40:40] Glass. And the battery never worked. [40:42] They were too bulky. You look like a [40:44] dork in them. And now the battery works [40:47] and because you can control them, you [40:49] know, not with Siri, which is still kind [40:51] of broken, but this actually works. And [40:53] when you're with your kids and you want [40:55] to take videos when you're skiing or you [40:57] want to take pictures, it actually, you [41:00] know, putting a phone between you is is [41:02] much more intrusive. So, I think this [41:04] actually brings you into the real world. [41:05] And the translation feature is also very [41:08] slick. So, when you go to Japan or you [41:10] go somewhere and they're talking to you [41:12] in another language, it can actually [41:13] translate. or if you see a sign, boom, [41:15] just instant translation without taking [41:16] your phone out. It's time for people to [41:19] reconsider these um specifically for [41:21] those reasons. [41:22] >> Yeah. [41:23] >> You've used them a long time though, so [41:24] you really know. [41:25] >> Yeah. The batteries, the battery [41:28] problem, the fidelity just they didn't [41:30] work and now it does. Yeah. So, [41:32] >> Dina, just talking about the Dario's [41:34] essay this weekend, there was a report, [41:36] but it was unverified that Zach said [41:37] something to the effect of we need to go [41:39] as fast as we can. Um, I don't know if [41:42] that was kind of misinformation. No, no, [41:45] it was like a report that just hit [41:46] Twitter at the same time that Daario's [41:48] or X when Daario hang out, but just [41:50] taking a step back broadly, how did you [41:52] process that essay and the call for [41:55] regulation or how are you guys thinking [41:56] about this? [41:57] >> Sure. Well, first I I really agree with [41:59] a lot of what Satcha said. I mean, the [42:01] the the premise, the starting point is [42:03] that safety is paramount and that is [42:06] something that Mark talks about all the [42:07] time. I watch um daily how he and Alex [42:10] Wang and Natt Friedman who run our lab [42:13] think about it and they're and a whole [42:14] team of people exist to think about the [42:16] safety of the models. Um and I and I [42:19] think that you know there are very [42:20] legitimate questions around that. I [42:22] think the difference is that Mark just [42:26] has a very different view and I think [42:28] that view is based on 20 years of a [42:32] business model of empowering and [42:34] connecting people and that 3.6 6 billion [42:38] people are on our platform every single [42:40] day. 200 million small business owners [42:43] operate their business every single day. [42:45] And so his belief is that the more you [42:47] distribute this technology, the more [42:50] people that have super intelligence and [42:52] are able to reach their potential are [42:53] able to have access to education and [42:55] health care that they could have never [42:57] imagined before, learning that they [42:59] could have never achieved before is not [43:01] only better for each of those [43:03] individuals, but it's better for society [43:05] as a whole. So he fundamentally just [43:07] believes when he wrote in his piece the [43:09] future is for everyone that the [43:11] democratization of artificial [43:13] intelligence will actually lead to a [43:15] more stable society. That is just a [43:18] fundamental belief that he has and I [43:21] think that um the thing that he thinks [43:24] about is so then what is his role? What [43:25] is our role? And I think we were [43:27] extremely proud to have the very first [43:30] American open-source model [43:32] >> just a few weeks ago. Well, Dina, you've [43:35] uh got a lot on your plate. We really [43:37] appreciate you taking the time to come [43:38] and join us today. We covered a lot. It [43:39] was awesome. Thank you for being here. [43:41] >> Thank you guys so much. Thank you so [43:42] much. [43:46] Thank you. You're welcome. That was [43:48] great.