Building Meta's GenAI infrastructure • Hacker News Board

Re: Building Meta's GenAI infrastructure

#311

Post by sangnoir » Thu, Mar 14, 2024, 12:58 AM UTC

althea_tx wrote: post #309

motoxpro wrote: post #31

Earlier quoted context omitted.

It already paid off. When the world moved from determinisic to probablistic ad modeling. That's why their numbers are so good right now compared to every other advertiser

Can you explain more about this?

Apple turned off a lot of "signals" used by advertisers for precisely targeted ads via persistent user-beacons. Facebook ad placement quality (and revenue) cratered in the immediate aftermath.

Meta has since gotten better at it- likely with lots of AI-assistance and their revenue numbers reflect this. The targeting is now likely probabilistic in that the advertiser now makes educated guesses on the best ads to serve based on limited or non-existent identity information.

So the AI efforts would have paid back by way of higher revenues.

Re: Building Meta's GenAI infrastructure

#312

Post by baby » Thu, Mar 14, 2024, 6:44 PM UTC

Legend2440 wrote: post #37

baby wrote: post #14

Earlier quoted context omitted.

What loss lol. Stop the fud

Has literally anyone spent money on the metaverse? Maybe it'll still take off in the future, but it's a $40b loss so far.

How is research and development a loss. If anything it positioned themselves as the top VR/AR company right when Apple entered the market. SMH

Re: Building Meta's GenAI infrastructure

#313

Post by niels_bom » Fri, Mar 15, 2024, 7:00 AM UTC

verticalscaler wrote: post #105

fuddle wrote: post #100

Earlier quoted context omitted.

350,000 NVIDIA H100 x $23k = $8b :0

Wait till you find out how much they spent on VR. It is a real loophole in the economy. If you're a trillion dollar company the market will insist you set such sums on fire just to be in the race for $current-hype. If they do it drives their market cap higher still and if they don't they risk being considered un-innovative and therefore doomed to irrelevancy and the market cap will spiral downwards. Sort of reminds m…

Capitalism is so weird sometimes.

Re: Building Meta's GenAI infrastructure

#314

Post by NBJack » Thu, Mar 21, 2024, 7:06 PM UTC

YetAnotherNick wrote: post #119

NBJack wrote: post #58

Earlier quoted context omitted.

What moat exactly? Much of the user data they have access to is drying up due to new regulations, some of which prohibit IIRC direct use on models as well. I'm not even sure they can use historical data. Meta certainly has an edge in engineer count, undoubtedly. But I'd say they really, really want the metaverse to succeed more to have their on walled garden (i.e. equivalent power of Apple and Google stores, etc.). T…

> Much of the user data they have access to is drying up due to new regulations, some of which prohibit IIRC direct use on models as well. Source would be appreciated, because this is opposite of obvious. Regulations against using public first party would be a big news and I haven't heard of anything like that. They use my data for recommending feed so why not for answering my question?

Insufficient reasons for consent: https://iapp.org/news/a/10-takeaways-from-the-irish-dpc-deci...

Decreased ability to 'mix' it: https://www.linkedin.com/pulse/ecpms-why-first-party-data-bi...

First party data alone can't tell you whether an ad resulted in a sale, unless you own the entire process on your platform. Contrast this with what Apple has via its app store; the fees do more than generate money.