401–410 of 507 posts
Until now I've actually been a believer in the amount of money that Zuck has poured into metaverse investments. I'm not a believer of the metaverse per se, but a believer that innovation takes unafraid capex. The last thing you want to be is scared money like microsoft who chose to scuttle the hololense project over the thought of spending a couple extra billion dollars on it. But this deal really has left me with my…
Well said!
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I'd guess it's something to do with Oracle's licensing policies. My understanding is they'd audit businesses who used their software and bill them an additional fee for violations. Maybe it's not strictly legal settlements but it's plausible that they made more money from these fees than from their regular fees at some point and even ongoing today. (That also lines up with jokes I've heard about them hiring more lawy…
This is it. Maybe a few years ago at where I work, Oracle requires, as part of their licensing, the ability to scan every machine owned by the company to make sure there is no unlicensed use of any of their software. If any offending installations were found, they would charge the company the cost of the license for every machine. So, thousands of users times $thousands per license. Even if you had a license for a Ja…
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Scale has also built massive amounts of proprietary datasets that they license to the big players in training. Meta, Google, OpenAI, Anthropic, etc. all use Scale data in training. So, the play I’m guessing is to shut that tap off for everyone else now, and double down on using Scale to generate more proprietary datasets.
OpenAI and Anthropic rely on multiple data vendors for their models so that no outside company is aware of how they train their proprietary models. Forbes reported the other day that OpenAI had been winding down their usage of Scale data: https://www.forbes.com/sites/richardnieva/2025/06/12/scale-a...
The only way to understand this is by knowing: Meta already has two (!!) AI labs who are already at existential odds with one-another and both are in the process of failing spectacularly. One (FAIR) is lead by Rob Fergus (who? exactly!) because the previous lead quit. Relatively little gossip on that one other than top AI labs have their pick of outgoing talent. The other (GenAI) is lead by Ahmad Al-Dahle (who? exact…
Meta is struggling here for the same reason Microsoft couldn’t stop the talent bleed to Google back in the day. Even if you’re giving massive cash and stock comp, OpenAI has a lot more upside potential than Meta.
Metas problem is that everyone knows that it’s a dumpster fire so you will only attract people who only care about comp which is typically not the main motivation for the best people.
I just don't get why Scale and/or Alexandr Wang are so important to Meta. Like sure, data is good and all, but does Scale really bring something so unique and valuable to the table? What vision or insight does Wang offer that's worth so much?
Puzzling indeed. Just watch an interview with him. Nothing insightful, just trendy buzzword wordvomit.
That is my impression of his Twitter feed from what I remember.
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I don't really think Meta ever had a vision beyond "Facebook is a social network to connect people". Since then, their strategy has primarily been driven by their fear of being left behind, or of losing the next platform war. Instagram, Whatsapp, Threads, VR, AR, and now AI, they all weren't driven by a vision as much as it was their fear of someone else opening a door to a new market that renders them obsolete. They…
Yes, but they’ve definitely made a big contribution to AI / LLMs. I just don’t understand how they plan on monetizing upon things, apart from “better AI integration inside their own products”. Are they planning to launch a ChatGPT competitor? It seems like this acquisition is focused on technology, but what’s the product vision?
Anyone know what scale does these days beyond labeling tools that would make them this interesting to Meta? Data labeling tools seem more of a traditional software application and not much to do with AI models themselves that would be somewhat easily replicated, but guessing my impression is out of date. Also now apparently their CEO is leaving [1], so the idea that they were super impressed with him doesn't seem to…
I doubt Scale is interesting by itself. This is all about Alexandr Wang. Guy is in his mid 20s and has somehow worked his way up in Silicon Valley to the same stature as CEOs of multi trillion dollar companies. Got a front row seat at Trump's inaugration. Advises the DoD. Routinely rubs shoulders with world leaders. I can't say whether there's actual substance or not, by clearly Zuck sees something in him (probably a…
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is he not? what about the whole metaverse thing and renaming the whole company to meta?
The metaverse will happen, IMO. The tech is just not there, yet. Even if it turns out to be wasted money, which I doubt, he's still sitting on almost 2 trillion. Not an L on my book.
If it does come, it will likely come from the gaming industry, building upon the ideas of former mmorpgs and "social" games like Pokemon Go. But recent string of AAA disasters should obviously tell you that building a good game is often orthogonal to the amount of funding or technical engineering. It's creativity, and artistic passion, and that's something that someone who spends their entire life in the real world optimizing their TC for is going to find hard to understand.