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Markus Thielen stated that Ethereum is currently still overvalued, and there is a lack of real bullish momentum at the current price level.

This statement reveals Meta’s collective reflection on the urgency of its AI strategy amid fierce competition. The concerns shared by Zuckerberg highlight the pressure technology giants face in the AI arms race. Despite Meta’s longstanding investment in AI R&D, the company’s core team has become acutely aware of its own pace at the beginning of this year, given the rapid industry breakthroughs and the accelerated pursuit by competitors. This internal communication aims to build consensus and emphasizes that accelerating innovation and improving execution efficiency have become crucial for the company’s survival and growth.Analysis points out that Zuckerberg’s choice to frankly disclose previous anxieties within the company both serves as motivation for the team and suggests that Meta has made significant adjustments to its AI advancement mechanisms. The company’s recent series of announcements in the areas of large language models, metaverse intelligent interaction, and advertising system optimization may serve as initial evidence of its commitment to “acceleration.” In the future, turning technological anxiety into sustainable leading product capabilities will be a core challenge Meta must face.

He candidly admitted that the restructuring process "could have been handled more smoothly and cleanly." This internal remark reveals the challenges and complexities faced by the tech giant in implementing major organizational changes. Zuckerberg's comments suggest that issues such as poor communication, resistance to execution, or unexpected operational disruptions may have occurred during the restructuring process. For a company that continually adjusts its business focus to respond to market changes and competitive pressures, such internal reflections are a part of the development journey. Company restructurings are typically aimed at improving efficiency, optimizing resource allocation, or adjusting strategic direction. Zuckerberg's remarks may be intended to convey a pragmatic approach to employees—acknowledging the growing pains of change while setting the tone for future operational improvements. It also reflects the leadership's emphasis on organizational health and attention to execution details.