Meta AI
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Google Earnings, Meta Earnings
Wall Street loved Google’s earnings, and hated Meta’s, even though the latter’s core business was more impressive. The difference is that Google is monetizing its investments now (and it might be all Anthropic).
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Mythos, Muse, and the Opportunity Cost of Compute
Does Aggregation Theory survive in a world of constrained compute? Yes, insomuch as controlling demand will give power over supply.
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Meta Compute, The Meta-OpenAI Battle, The Reality Labs Sacrifice
Mark Zuckerberg announced Meta Compute, a bet that winning in AI means winning with infrastructure; this, however, means retreating from Reality Labs.
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An Interview with Eric Seufert About Advertising and AI
An interview with Eric Seufert about the right advertising model for AI, the right AI for Meta, and why personalized advertising is good for society.
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ChatGPT Group Chats, Meta and the Encryption Trade-off, Network Effects and Ad Models
ChatGPT is getting group chats, a long-standing Stratechery feature request. It’s also a clear attach against Meta, who can’t respond because of encryption, while Google looms.
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Sora, AI Bicycles, and Meta Disruption
Sora is going viral, suggesting there is a big opportunity in unlocking creativity. If that’s true, that’s good for humanity — and bad for Meta.
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Sora the App, Sonnet 4.5 and the Question of Models as Processors
OpenAI has its own AI video app with Sora, powered by Sora 2; I’m not sure how compelling it will be in the long run. Then, Cognition’s experience with a new Anthropic model suggests that incorporating new models requires a lot more work than a new processor.
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Meta Vibes, Good Vibes, Vibes Vision
The Internet hates Vibes, MetaAI’s new AI video feed, but I find it compelling and a fascinating look at a VR future.
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Meta Ray-Ban Display, Why Less is More, Price and the Neural Band
Meta announced Ray-Ban Displays, their first glasses product with a display. I think it’s very compelling in part because it is limited.
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An Interview with Ben Thompson at the MoffettNathanson Media, Internet, and Communications Conference
An interview with Ben Thompson about AI and Big Tech.