

月,在Meta年度产品发布会Meta Connect上,马克·扎克伯格的主题演讲刚开始三分钟,他的语气便变得略带伤感。
Zuckerberg was just three minutes into his keynote speech at the company's annual Meta Connect product event last month when his tone turned almost wistful.
“创造是一种爱的表达,”他双手插兜,低头望着地面说道,“这是我们传递自身信念的方式,我们倾注全部心血去打造每一件作品。”随后,扎克伯格向数百名分析师与开发者介绍了Meta最新的AI产品:具备自主行动能力的聊天机器人Muse、一系列智能眼镜,以及一款类似电子宠物机、可佩戴在手腕上的AI设备。
"Building is an act of love," he said, glancing down at the ground with his hands in his pockets. "It's how we impart what we believe, and we pour our hearts and our souls into what we make." Speaking to hundreds of analysts and developers, Zuckerberg proceeded to share news about Meta's latest AI products: its new agentic chatbot Muse, a slew of smart glasses, as well as a Tamagotchi-like AI gadget users can attach to their wrists.
这场发布会本是以新技术为主题的,但值得注意的是:在近一小时的演讲中,扎克伯格竟未提及Instagram与Facebook这两款最受欢迎的产品——正是这两大社交平台助力Meta成长为市值达2万亿美元的企业。
It was a conference focused on new technologies - but still, it's perhaps notable that during a presentation lasting nearly an hour, Zuckerberg did not mention two of his most popular products, Instagram and Facebook, the social media platforms that have helped Meta become a $2tn company.
过去一年里,Meta深陷多起法律纠纷,被指控刻意设计容易令青少年上瘾的产品。由此也泄露出大量内部邮件、企业文件以及内部举报者的证词,被全美各地的侵权律师与检察官用作诉讼依据。
For much of the past year, Meta has been embroiled in a series of legal actions, accused of deliberately designing products that are addictive to young users. That has led to the release of internal emails, corporate documents and whistleblower testimony that personal injury lawyers and prosecutors across the country have wielded to make their case.
此外,扎克伯格的公众形象也相当糟糕:去年皮尤研究中心的一项调查显示,三分之二的美国民众对他持负面看法。
And Zuckerberg is unpopular: last year, a Pew Research Center poll found that two-thirds of Americans had an unfavourable opinion of him.
本周上映的由亚伦·索金执导的电影《社交清算》恐怕也难以改善他的声誉。该片以内部举报者的指控为核心,讲述Meta高管们明知产品会对青少年造成伤害却置若罔闻。据《好莱坞报道者》评论,出演扎克伯格的《继承之战》演员杰瑞米·斯特朗将他刻画成一个“彻头彻尾的反派”——“他冷漠地辩称:在金钱面前,任何负责任的举措都是不可接受的。”
His reputation is unlikely to be helped by The Social Reckoning, a film by Aaron Sorkin released this week. It's about whistleblower claims that Meta executives were aware of their products harming young people. Succession actor Jeremy Strong plays Zuckerberg as a "full-on villain", according to a review in the Hollywood Reporter, "stoically arguing that even the slightest gesture of responsibility is anathema where money is concerned".
有人推测,如今或许正是Meta的“烟草行业时刻”:公众舆论正逐渐形成一股反对这家公司乃至整个社交媒体行业的浪潮。
Some speculate that this is Meta's "Big Tobacco" moment, with a consensus forming against the company, and the social media industry as a whole.
不过事实似乎更为复杂。尽管数月来负面新闻不断,现实中Meta的产品表现却比以往任何时候都要出色。其各类应用的用户使用率持续上升,众多用户也纷纷开始尝试它新推出的AI助手。
But the truth seems to be more complicated. Despite months of bad press, in the real world Meta's products are doing better than ever. Use of its apps continues to rise, and users are already flocking to its new AI assistant.
这不禁让人产生疑问:究竟有什么能真正限制Meta的发展呢?或者说,如今它已然成为一家“铁打不动”的企业,各种丑闻都对其毫无影响?过去一年对Meta而言确实是负面新闻频出的一年。
It raises the question: can anything really clip Meta's wings? Or is it now something of a 'Teflon' company, with scandals simply bouncing off it? It's certainly been a year of bad headlines for Meta.
去年夏天,路透社爆料称,Meta允许旗下聊天机器人“与儿童展开带有浪漫或性暗示意味的对话”,还会向用户提供错误的医疗信息。Meta随后修改了相关政策,并表示此类回应本就不该被允许。
Last summer, Reuters revealed that Meta allowed its chatbots to "engage a child in conversations that are romantic or sensual", and provide false medical information to users. Meta has revised those policies and said that such responses should never have been allowed.
今年,Meta面临的诉讼费用更是节节攀升。3月,一个陪审团裁定,一名20岁的加州女子可获得600万美元(约合450万英镑)的赔偿;该女子声称自己因使用Meta的Instagram以及谷歌的YouTube而遭受了心理健康损害。
And this year, bills have been mounting. In March, a jury gave $6m (£4.5m) to a 20-year-old California woman who claimed she suffered mental health harms related to her use of Meta's Instagram and Google's YouTube.
几乎在同一时期,新墨西哥州成为美国首个在涉及儿童安全问题的诉讼中胜诉的州。陪审团认定,这家公司未能向公众警示其平台对儿童构成的危害,最终Meta被处以总计9.42亿美元的罚款。法官称Meta堪称“社会公害”,其危害程度堪比空气污染。Meta方面表示不认同这些裁决,并正在对两起案件提起上诉。
Around the same time, New Mexico became the first state to succeed in a lawsuit against Meta over child safety issues. A jury found the company had failed to warn the public about the dangers its platforms posed to kids. Meta was fined a total of $942m. The judge called Meta a "public nuisance" akin to air pollution. Meta says it disagrees with the verdicts and is appealing both cases.

5月,在肯塔基州一所学区起诉多家社交平台、指控其产品设计引发了青少年心理健康危机的案件中,Meta与其他涉事企业一样通过和解避免了庭审。据悉,Meta同意支付900万美元,这一金额在所有被告中最高。
In May, Meta was among the social companies that avoided a trial by settling a case brought by a Kentucky school district that claimed their product design had led to a youth mental health crisis. Meta reportedly agreed to pay $9m, the most of any defendant.
今年夏天,Meta与美国48个州、哥伦比亚特区以及三个美国领地达成了一项价值180亿美元的重要和解协议。作为协议的一部分,Meta虽未承认自身存在违规行为,但在为期五天的庭审中始终坚称:多年来公司投入大量资源用于测试与研究,致力于提升平台对青少年用户的安全性。根据协议条款,Meta承诺对青少年用户实施每日两小时的使用时限,同时设置夜间使用禁令、在上课时段屏蔽通知,并推行其他多项改进措施。
And this summer, Meta struck a high-profile $18bn settlement with 48 US states, plus the District of Columbia and three US territories. Meta denied wrongdoing as part of the settlement, and during the five-day trial it maintained that it had worked extensively over the years to make its platforms safer for young users, pouring resources into testing and research. As part of the deal, the firm promised to enact two-hour daily time limits for young users, along with night-time blocks on use, muted notifications during school hours, and other changes.
目前Meta还面临其他多起诉讼,其中包括本月晚些时候将在洛杉矶开庭的一起案件,同样涉及青少年社交媒体成瘾问题。
The company faces other lawsuits too, including one starting later this month in Los Angeles, also related to alleged social media addiction among young users.
与此同时,多个国家已着手全面禁止儿童使用社交媒体,澳大利亚于去年12月率先实施这一举措。尽管社交媒体产品广受青睐,但相关企业却普遍不受待见。路透社与Ipsos联合开展的调查显示:85%的美国民众认为社交媒体容易导致儿童成瘾,61%的人支持政府加强监管。
Meanwhile, several countries have moved to ban social media for children entirely, starting with Australia last December. Social media companies are broadly disliked, even while their products remain wildly popular. A Reuters/Ipsos survey suggests that 85% of Americans think social media can be addictive for children, and 61% support greater government oversight.

对于部分人士而言,信任危机堪称生死攸关的问题。“一旦公众不再信任你,局面就会陷入恶性循环,”纽约大学斯特恩商学院副教授艾莉森·泰勒指出,“目前的信任缺口实在太大,我甚至怀疑这些企业能否扭转颓势。”不过即便面临诸多争议,Meta公布的数据显示:今年第二季度,Instagram和WhatsApp等应用的用户数量同比增长3%,营收较2025年同期增长了28%。
To some, the trust issue feels existential "Once the public has stopped trusting you, it's kind of a downward spiral," says associate professor Alison Taylor of New York University's Stern School of Business. "It feels like… the trust deficit is so big, I just don't know that they're going to be able to recover." But despite those high-profile cases, the company reported that the number of people using some of its apps (like Instagram and WhatsApp) has risen 3% year on year and this year's second quarter revenue was up 28% compared with the same period in 2025.
虽然Meta已同意减少对青少年市场的开发力度——毕竟众多品牌都试图通过这一群体来培育未来的用户基础——但公司方面表示,青少年群体实际上仅贡献了不到1%的营收。相比之下,TikTok和谷歌旗下的YouTube更受年轻用户青睐。
While it has agreed to temper its pursuit of the teen market (which many brands eagerly cultivate to build their future user base), the company has said that teens accounted for less than 1% of its revenue anyway. Competitors TikTok and Google's YouTube are more popular with young users.
这家公司与48个州达成的和解协议被广泛视为Meta的一次重大胜利:该协议使得包括扎克伯格在内的多位公司高管无需出庭作证,也阻止了更多内部文件的公开,同时让公司得以避免承认自身存在违规行为。协议公布后,Meta股价即刻上涨4%,过去一个月内累计涨幅更是超过25%。
And the company's settlement with the 48 states was widely considered a massive win for Meta, because it prevented some Meta bosses (including Zuckerberg) from having to give testimony, and stopped the release of further internal documents, while allowing the company to avoid admitting wrongdoing. The company's stock price surged 4% immediately following the announcement, and is up more than 25% over the last month.
不少批评者认为,这家公司一直在试探消费者对不良行为的容忍度,而迄今为止其业务基本都经受住了负面舆论的冲击。换句话说,即便用户不喜欢这家公司,仍会继续使用其产品。
One view popular among critics is that the company has tested consumer tolerance for bad behaviour and until now, its business has mostly managed to withstand the blowback. In other words, people will continue to use the products even if they don't like the company.
“我认为他们目前的处境比我预想的要好得多,”Moor Insights & Strategy公司的创始人兼首席执行官帕特里克·穆尔黑德说道。
"I think they're in a remarkably good position that I didn't expect them to be in," says Patrick Moorhead, founder and CEO of Moor Insights & Strategy.
不过,Meta在人工智能领域的布局在很大程度上取决于能否重新赢得公众的信任。
However, Meta's move into AI depends partly on rebuilding public trust.
上个月,该公司推出了全新的人工智能个人助手应用Muse。关键在于,Muse属于人工智能代理程序——这意味着它可以分多个阶段执行任务,甚至能连续数小时处理同一项工作(相比之下,像ChatGPT这类聊天机器人通常一次只能完成一项任务)。
Last month, the company launched its new AI personal assistant app, Muse. Crucially, Muse is an AI agent, meaning it can carry out tasks in multiple stages and work on something over several hours (in contrast to chatbots like ChatGPT, which tend to do one task at a time).
这是首家大型科技公司向公众推出的此类人工智能代理程序。一位《纽约时报》的科技记者试用该应用两周后称自己“惊叹不已”:该应用替他给牙科保险公司打电话、订购食品杂货,还把他的信用卡消费记录整理成了电子表格。
It's the first AI agent from a major tech firm to become publicly available. A New York Times tech reporter who used the app for two weeks says he was "blown away"; the app called his dental insurer on his behalf, ordered him groceries and tracked his credit card spending in a spreadsheet.
不过,要想让Muse发挥最佳效用,用户必须向公司提供部分最为私密的信息,包括信用卡资料、购物记录以及电子邮箱的访问权限。
But Muse works best when users hand over some of their most personal information to the company, including credit card information, purchase histories and access to email inboxes.
对于一家声誉早已因隐私问题受损的公司而言,这一要求实在有些苛刻——早在十年前,剑桥分析丑闻便引发了舆论哗然:当时有消息称数百万脸书用户的个人数据遭到泄露,并被一家政治咨询公司滥用。
It's a big ask for a company whose reputation on privacy has been sullied, starting a decade ago with the Cambridge Analytica scandal, which followed the revelation that the data of millions of Facebook users was breached and used by a political consulting firm.

就在扎克伯格在 Meta Connect 大会上发表主题演讲两天后,新墨西哥州的另一个陪审团认定:Meta 在 Facebook 如何使用用户个人信息的问题上撒了谎。(该公司表示不认同这一裁决,并将坚决捍卫自身声誉,认为外界试图歪曲其真实情况。)那么,为了能使用 Muse,用户们是否愿意交出自己的数据呢?
Just two days after Zuckerberg's keynote at Meta Connect, another New Mexico jury found Meta lied about how Facebook used personal information. (The company has said it disagrees with the verdict and will defend itself against what it says are efforts to distort its record.) So are customers willing to hand over that data for the convenience of using Muse?
不少用户表示愿意。自一个月前正式推出以来,Muse 的下载量已突破500万次,每周活跃用户数也超过300万——这一增长速度甚至超过了 ChatGPT 最初在北美市场推出时的表现。
Some users say yes. Since its launch one month ago, Muse already has more than five million downloads and more than three million weekly active users - outpacing the adoption of ChatGPT when that was first introduced, in the North American market.
扎克伯格描绘的愿景是:Muse 能与 Meta 不断扩充的各类 AI 智能眼镜配合使用,让用户无需动手即可调用他所称的“个人超级智能”。
Zuckerberg has laid out a vision in which Muse couples with an ever-expanding line-up of Meta AI smart glasses, enabling users to summon hands-free what he calls "personal superintelligence".
显然,Meta 对智能眼镜业务寄予厚望。“我认为他们正在大力投入,旨在成为这一品类的领军企业,”专注于社交媒体与网红领域的 Forrester 首席分析师凯特·温尼克说道,“无论这一品类最终能发展到多大规模,目前来看 Meta 都将占据主导地位。”不过这类眼镜也引发了争议,有人将其称为“变态眼镜”,因为它们可被用于秘密拍摄。
Meta clearly has big plans for its smart glasses. "I think they're making an investment to position themselves as a category leader," says Kate Winick, principal analyst at Forrester, covering social media and influencers. "However big this category turns out to be, they will own it - for now." The glasses are divisive, and have been labelled by some as "pervert glasses" because they can be used to film covertly.

为此,Meta 已采取措施防止用户篡改用于提示正在拍摄照片或视频的指示灯。此外,扎克伯格最近还宣布将推出仅具备音频功能的智能眼镜,显然是为了缓解公众的隐私担忧。不过,那些最激烈的批评者依然心存疑虑。
The company has moved to stop users from tampering with the light that indicates a photo or video is being captured. Zuckerberg also just announced new audio-only smart glasses, an apparent bid to quell privacy concerns. But the company's most strident critics remain wary.
“消费者们清楚 Meta 存在诸多问题,也知道迄今为止我们始终无法放心把孩子的安全托付给这家公司。既然如此,为何还要把最私密、最敏感的信息交给他们呢?”倡导组织 Heat Initiative 的布鲁克·伊斯托克说道。
"Consumers know that Meta has problems, and that to date we haven't been able to trust them to make their products safe for children. So why would a consumer want to trust them with some of their most private and sensitive information?" says Brooke Istook of the Heat Initiative, a campaign group.
在演讲中,扎克伯格也简要提及了敏感的隐私问题。演讲过程中,他身后的大屏幕上曾闪现出一幅画面:Muse 的吉祥物正拥抱着一把蓝色的挂锁。
In his speech, Zuckerberg briefly addressed the sensitive issue of privacy. At one point during his talk, an image flashed on the screen behind him of its Muse mascot embracing a blue padlock.
“鉴于Muse以及眼镜上的各类内容都具有高度私密性,我们从一开始就为所有相关系统设计了最先进的隐私保护与安全机制,”扎克伯格向在场观众说道。
"Given how personal Muse and the content on your glasses is, we designed state-of-the-art privacy and security into all these systems from the beginning," Zuckerberg told the audience.
他特别提到了一种个人虚拟机器——本质上就是运行在Meta云端的一个独立计算机系统,据称Muse用户的数据将存储于此。扎克伯格承诺,该系统能确保每位用户的信息安全,而且很快“就连Meta自身也无法查看这些信息”。他还表示,该虚拟机器将于今年晚些时候推出,后续还会增加更多隐私保护措施。
He touted a personal virtual machine, for example - essentially a self-contained computer system running inside Meta's cloud, where it says Muse users' data will be stored. Zuckerberg promised it would keep every customer's information secure, and that soon "even Meta won't be able to see that information". He said the virtual machine will be launched later this year, with further privacy protections coming.
Meta如此重视隐私与安全,显然是为了打消消费者的顾虑。不过温尼克指出,许多保护措施仍需用户主动选择启用。“我认为,如果他们认为可以不这么做而又能蒙混过关,他们肯定会这么做,”她说道。
Meta's focus on privacy and security seems aimed at reassuring consumers. But Winick says users still have to opt into many of those protections. "I think if they thought they could get away with not doing that, they would," she says.
扎克伯格在加利福尼亚登台不久后,就有社交媒体用户开始反映Muse出现异常状况,甚至有人称该智能助手未经许可就读取了邮件。对此Meta予以否认,称除非用户明确同意,否则Muse绝不会访问任何邮件内容。
Not long after Zuckerberg took the stage in California, social media users started reporting cases of Muse running amok, including claims that the agent read emails without permission. Meta has pushed back against these reports, saying it does not believe that Muse accesses emails unless a user has consented.

穆尔黑德认为,只要能带来便利与实用价值,大多数用户或许愿意在隐私方面做出一定让步。“如果消费者觉得这种权衡利大于弊,他们就会继续使用,”他说道,“这也是为什么脸书和Instagram至今仍拥有数十亿用户的原因。”从财务表现来看,作为Meta的摇钱树,社交媒体广告业务持续贡献着可观收入。今年第二季度,Meta营收达608亿美元,净利润则达到159亿美元。
In the end, the bulk of users may be willing to make some concessions on privacy if it means convenience and utility, says Moorhead. "If the consumer sees the trade-off as beneficial, then they'll keep it going," he says. "This is why Facebook and Instagram still have billions of users." On the financial front, the social media advertising business – its cash cow – routinely brings in significant revenue. Meta reported $60.8bn in revenue and $15.9bn in profit for the second quarter of this year.
稳定的盈利表现也为Meta在元宇宙领域的投入,以及当前大规模人工智能基础设施建设提供了资金保障。
Consistent profits have helped fuel bets from the much-mocked Metaverse, to its current mass expansion of AI infrastructure.
至于Muse本身,温尼克评价道:“它能切实节省用户的时间,想必会得到很多人的青睐与认可。”
And on Muse? "It's a very real time-saving benefit that a lot of people will want and will like," says Winick.
人工智能领域的投资成本并不低。根据Meta最新的财务报表,该公司目前已承担了837亿美元长期债务。
AI investment is not cheap. Meta has now taken on $83.7bn in long-term debt, according to its most recent financial statement.
尽管如此,Meta的高管们对公司向人工智能转型的前景依然乐观。该公司首席技术官安德鲁·博斯沃思在接受BBC采访时说:“这其实关乎你的‘智能助手’——它能代表你完成工作,无论你生活中想要实现什么目标,它都会是你始终如一的盟友。”
Still, Meta executives are bullish about the company's pivot to AI. "It's really about your agent, who can do work on your behalf, who is your constant ally in whatever you're trying to accomplish in your goals in your life," Andrew Bosworth, the company's chief technology officer, said in an interview with the BBC.
Meta有着宏伟的计划,但其未来最终可能取决于用户能否信任它。
Meta has big plans. But its future may ultimately depend on whether its users can trust it.

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