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Open original source ↗i highlighted Meta last week and the thesis is starting to get more interesting
their AI spend is beginning to show up across the actual business, especially ads, while the consumer side keeps expanding with products like Meta AI
the market has spent a lot of time focused on who owns the best model
distribution, monetization and the ability to ship AI directly to billions of users matter just as much
Meta is one of the names i’m watching closely here
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These are the quoted author’s words.
from my perspective, Meta is still pretty under-discussed in the AI race > open-source models keep getting more efficient > distribution becomes a huge edge as models improve > Meta already has billions of users across its products > better AI can improve personalization + ad targeting its open-source AI strategy gives it a different position from other big labs, one of the larger AI companies i’m paying more attention to right now
blknoiz06 ↗