100%. Afaik they just recently lost a top research AI scientist to Meta
BIG TECH
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Apple Finally Recognizes AI Importance Two Years Late
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Looks like apple finally understood the importance of AI – two years after ChatGPTs success
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Meta’s AI Conversation Sharing Privacy Rollout Fails
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See also Meta's disastrous rollout of AI conversation sharing – humans are very, very bad at understanding privacy settings
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Companies Slow to Adopt AI Face Existential Business Challenges
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Companies / industries that are slow to understand and adopt AI have no idea what’s coming.
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Llama 4 failure reshapes AI landscape geopolitically
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The relative failure of Llama 4 turned out to be very consequential to the AI landscape. It led to the shifting the locus of open weights development to China, a move towards closed models as companies running local Llama couldn’t continue to upgrade, & big talent wars in the US.
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Meta’s $100B VR bet yields 7X stock growth despite losses
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Amazing how Zuck wasted $100B on VR but Meta's stock went up 7X.
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America and China Race in AI While Europe Watches Sidelines
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For America and China AI is a race. For Europe it's a spectator sport.
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Apple’s AI Transition: Can Big Tech Navigate the Shift?
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There is a very good chance that Apple navigates whatever transition AI brings, but also I think about this 2007 Forbes cover often.
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Amazon Invests in Fable Showrunner AI Platform
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I did mention @amazon invested in Fable, the “Netflix of AI” – That was referring to Showrunner. 🙂
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OpenAI’s AI Hardware Strategy vs Apple’s iPhone Focus
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Apple goes all in iPhone + AI where as OpenAI goes beyond smartphones and developed a completely new AI hardware. My bet is on OpenAI.