Team that is actually inspired to do their best work. Which money alone can’t buy. Besides that it’s all about AI infra and some unique angle on product. I don’t see any path to them catching up in a meaningful way. If I could put odds on it, I’d say less than 1% chance they
MARKET TRENDS
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China Invests Billions to Become Leading AI Superpower
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China Is Spending Billions to Become an #AI Superpower
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AI Researcher Startups Never Fail Due to Acquihire Option
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No startup founded by AI researchers ever fails, because in the worst case it gets acquihired.
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Zuckerberg’s Acquisition Strategy: Instagram and Oculus Lessons
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He's never done anything like this. He acquired Instagram(a photo app). Very different than foundational models. And the founders left because they disagreed with Zuck. Then he acquired Oculus, and fired the founder, @PalmerLuckey
, and then Oculus never reached its potential. -
Emerging Labs vs Frontier AI: Meaningful Work Comparison
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do very well compared to what? They're going to do more meaningful work than the frontier labs?
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Meta GPU Access Competitive Advantage in AI Race
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Are you saying that Meta can catch up because access to GPUs is the determining factor in who wins, and Meta has some advantage there that I'm not aware of? Otherwise, not sure I get your point.
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Zuckerberg’s Impact on AI Progress and Talent Retention
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Zuckerberg is doing more to harm AI progress than anyone else IMO. There is no way Meta is going to catchup. Zuck isn’t Elon. He’s distracting a lot of the top talent that were actually doing meaningful work, and now those people are going to retire at Meta and become less
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Meta’s Timeline for Frontier AI Model Development Competition
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Curious how long Meta takes to bring its new team & considerable resources to bear and produce a new frontier model. X took a little under two years to go from start to catching up with Grok 3. Meta has an existing effort & compute, but more complex organizational dynamics.
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ByteDance Swan Goggles Challenge Meta’s Metaverse Ambitions
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Meta's #Metaverse Dreams Tested By New ByteDance Swan Goggles $META $QCOM https://
benzinga.com/markets/tech/2
5/07/46425393/metas-metaverse-dreams-tested-by-new-bytedance-swan-goggles?utm_source=articleShare
… via @Benzinga