Meta's new model could pose a threat to only one company: OpenAI. OpenAI currently has 900 weekly users, 95% of whom are still in the free tier. It's arguably the best model for the average user, which is why most people use ChatGPT in their daily lives. With Spark, Meta has now developed a model that is being rolled out free of charge (!) to one billion users and is at least as useful for everyday use as ChatGPT. Let's be honest: 99% of people don't use LLMs for coding or frontier math, but for questions about tax returns, legal violations, brainstorming, or simply for chatting. ChatGPT and Spark are equally well-suited for this. Meta has the Moat distribution. If Meta succeeds in introducing Spark to its users and they realize that they now have a model within the Meta ecosystem that can address their concerns and needs just as effectively as ChatGPT, the consumer market could shift towards Meta. *That* could be dangerous for OpenAI. Because the business and enterprise sector is primarily located at Anthropic. OpenAI would also like more access to this market, but is currently still struggling for market share. OpenAI is deeply rooted in the consumer market. This is where Meta can become a real threat. That should set off alarm bells for OpenAI.

→ View original post on X — @kimmonismus, 2026-04-09 10:16 UTC