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Meta invests $14.3B in Scale AI to kick-start superintelligence lab

nytimes.com

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Re: Meta invests $14.3B in Scale AI to kick-start superintelligence lab

#53

From my perspective, Meta is doing pretty reasonable with their AI compared to eg Apple. What is their end goal with AI? I understand Google, Anthropic and OpenAI try to cater to a certain audience with their AI products. I understand the way Apple wants (but is failing) to integrate AI into their products. What’s Meta’s strategy here? What’s their vision?

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?

Re: Meta invests $14.3B in Scale AI to kick-start superintelligence lab

#54
post #7

This is a weird deal? Meta buys a non-controlling stake and says no customers will be affected but the CEO and others are leaving Scale for Meta. Meta also says they won’t have access to competitor data but at 49% ownership they get major investor rights? Sounds like an acqui-kill to me?

Reverse acquisition? IE, similar to how Disney "bought" Pixar, but much of Pixar's IP overshadows Disney's IP; or how Apple bought Next and the current MacOS is basically NextOS under the hood.

It's a technique that companies do to avoid disruption: Buy early stage startups, and by the time they could "disrupt" the parent company, the parent company's management is ready to retire, and the former startup's management is ready to take their place.

Re: Meta invests $14.3B in Scale AI to kick-start superintelligence lab

#55
post #19

OpenAI uses scale via eg data made by humans through outlier. Part of this move could probably be seen as starving competition from data as much as buying talent at scale.

I was looking for side angles also. Thinking the size of the deal gives substantial information rights, so there is likely good visibility into competitors surface areas.

Re: Meta invests $14.3B in Scale AI to kick-start superintelligence lab

#56
post #7

This is a weird deal? Meta buys a non-controlling stake and says no customers will be affected but the CEO and others are leaving Scale for Meta. Meta also says they won’t have access to competitor data but at 49% ownership they get major investor rights? Sounds like an acqui-kill to me?

Of all the tech companies, Meta is the most ruthless and shameless. You'd have to be a total fool to trust Zuck, especially Zuck who put billions into AR for not much return and now billions into AI to create lackluster lagging models.

Off base when considering the likes of Palantir and many others.

Not a fan of the person or many of Meta's business practices. But Meta has given a lot back with Llama and PyTorch, among many other open source contributions. Which others in the space are not doing.

Re: Meta invests $14.3B in Scale AI to kick-start superintelligence lab

#57

These numbers are absurd

These people believe they're on track to create life and displace the majority of labor in the world. Nothing else makes the level of investment make sense. It's a prisoner's dilemma where they all think they need to try because regardless of the likelihood of success, the expected value remains astronomical and the risk of not being the winner is extinction.

Re: Meta invests $14.3B in Scale AI to kick-start superintelligence lab

#58

From my perspective, Meta is doing pretty reasonable with their AI compared to eg Apple. What is their end goal with AI? I understand Google, Anthropic and OpenAI try to cater to a certain audience with their AI products. I understand the way Apple wants (but is failing) to integrate AI into their products. What’s Meta’s strategy here? What’s their vision?

They sell ads. Their strategy is to use AI to take over more of the marketing process. They want to move spend from in-house marketing (creative, strategy, analytics) to Meta.

Re: Meta invests $14.3B in Scale AI to kick-start superintelligence lab

#60
post #40

Earlier quoted context omitted.

Of all the tech companies, Meta is the most ruthless and shameless. You'd have to be a total fool to trust Zuck, especially Zuck who put billions into AR for not much return and now billions into AI to create lackluster lagging models.

I'd trust Zuck if I had a signed, airtight agreement for a large amount of money he paid into an escrow account for something I owned or was transferring ownership. He's very close to peak homo economicus. (EDIT: this next point is wrong, the oral history I heard referred to Winklevoss pops, not Zuckerberg, and I misremembered) Which makes sense, given his father is deep in actuarial services.

Zuckerberg’s dad is/was a dentist. Not that the claim makes any sense even if he were an actuary.
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