Does anyone have a good explanation for Meta's strategy with AI? The only thing I've been able to think is they're trying to commoditize this new category before Microsoft and Google can lock it in, but where to from there? Is it just to block the others from a new revenue source, or do they have a longer game they're playing?
Yes. I said it many times. Meta is already at the finish line in the AI race to zero. All the other cloud-based AI models cannot increase their prices given that a $0 free AI model is available to be self-hosted or used on-device for private / compliance reasons.
Cloud-based AI models cannot afford to compete with free or close to free. It costs Meta close to nothing to release a readily available $0 AI model which is good enough for most use-cases that ChatGPT has already done.
> The only thing I've been able to think is they're trying to commoditize this new category before Microsoft and Google can lock it in, but where to from there? Is it just to block the others from a new revenue source, or do they have a longer game they're playing?
Mostly benefits the PyTorch ecosystem which Meta has an active community around it.