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The only metric that matters: The Power User Curve
One metric tells you whether you have Product-Market Fit or a slow painful death
Why is Meta open sourcing their models?
1. AI is not their core business
2. They're behind
Let's dig into their open source strategy in light of the newly released Llama 3 models
• 8 billion parameters
• 70 billion parameters
Open Source AI is Icing on the Cake
Any open source models are just icing for Meta an Apple
Meta already has the customer touch points needed to distribute any AI products
And any AI generated content will be consumed on their properties: Facebook, Instagram, WhatsApp
Open source AI models will be run on Apple silicon—as long as they have the best consumer hardware
I'm mainly talking inference here. Leave training to the hyperscalers
Meta's Product Integration
Plus, AI generated ads will be good for their value-proposition
The limit set by media departments will allow unlimited A/B testing of copywriting and images/video
Meta is looking to use AI themselves in several ways:
1. Instagram pitched influencers on its AI chatbot that responds to fan comments and messages
xitter.cf/JakeAndStake/sta…
2. AI features for advertisers to generate ad copy and background images. And a tool to fit their content for different aspect ratios required for various products, like the FB Newsfeed or Reels
Google is healing
Google's CEO tells his employees to stop bringing their politics to work and respect coworkers right to just do their job. Let's see if this causes the same media and Twitter meltdown it did when we asked the same. I doubt it! blog.google/inside-google/co…
AI-made stuff will be shared on Meta, which is good for them. More content --> more eyeballs --> more ads --> more money
It behooves Meta to let as many people as possible create more content with it
If models are controlled by OpenAI/etc, the margin goes to them
OpenAI makes the AI content more expensive because they charge to use their models
They need AI to make money. Meta doesn't
More expensive content --> more costly to share content --> less content --> etc
🚨Instagram to replace influencer personalities with AI🚨
Instagram pitched influencers on its AI chatbot that responds to fan comments and messages
Influencers are hesitant, "What if it says something that gets me cancelled? I should get cancelled on my own terms"
0/6
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Microsoft partners with G42. A UAE-based AI company
The deal includes G42 using Microsoft Azure exclusively, severing ties with China’s Huawei
Proving once again “He who controls GPUs, controls the universe”
Microsoft the Kingmaker
Microsoft is looking to outspend, out-partner, and out-compliance the competition
Microsoft doing what it does best:
“out-boring”-ing the competition
blogs.microsoft.com/blog/202…
