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this post was submitted on 27 Jan 2025
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Technology
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Adoption of the product. If the masses pick another software for regular use over Meta, Meta loses (or never gets) all of the traffic they're depending on to pay for their investment and generate further revenue.
I'd be quite curious to know the number of people who see AI as a standalone product. My bet would be very very few. Consequently when Meta provides it as an additional service to what they already offer, via chatbots or generated images or suggestions within post, they shortcut pure players. When they provide that additional service for fee, they undercut them. So... I'm not saying Meta won't see slightly less usage for their own AI services but actual products, e.g. WhatsApp, Instagram, etc then I doubt it. IMHO it's a sensationalist title.
Distinct point but if I was at Meta, or Microsoft, and would want to get more resources, I'd point at the challenge (without saying "panic") of competition, e.g. China, in order to get more GPUs, data centers built, R&D subsidies, anything that make competition look fierce regardless of what I actually, so in that sense, it's a very useful piece for them.