alt Hacker NewsLike I said last week. I think zucks original llama thesis is proving more correct by the week. The rent market on intelligence never materialized, if you have THE frontier model, you can charge rent (for a few weeks, maybe month). But after a certain capability level it's price that drives the decision.
Zuck is doing the thing he's really good at, and building a moat around the network (Muse is VERY sticky), and now that we're all going to standardize on Meta's model, we're going to optimize the heck out of the infra to run the model making it cheaper for him to scale, thus bringing in more participants to his network, and thus making his network more valuable.
Meta is going to win consumer AI.
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If you’re falling for “sticky” interfaces, you’re not going make it. Your competitor won’t have the stickiness and the ability to use any harness and that will overcome Muse in the long-run. Let’s not forget, Muse is a close to SOTA model right now, but so was Google, and now they’re irrelevant. Google is one of many funded models that were close to SOTA, but we realized it’s benchmaxxed.
People are going to say that it doesn’t matter if you’re the best. If Muse, Grokbot, and Dot are able to reach mass appeal, it doesn’t matter if a person using a custom harness is better.
I respectfully disagree. There is a big difference between someone that’s running a custom harness that’s almost like a personal OS versus someone using something out of the box. And if you’re for using this to run your business, think for yourself who’s going to win, the person customizing everything or the one using what the big corps give you.
> now that we're all going to standardize on Meta's model
Who's this "we" exactly?
But why are we all going to standardize on Meta's model, and how is it sticky? What does it have on the big Chinese models?
I think the jury's still out on whether Muse will be sticky. My guess is that it won't be that good relative to the field.
> Meta is going to win consumer AI.
Are you defining consumer AI as just AI as it relates to a narrow subset of social networking?
There is no winner in a race to the bottom.
> Meta is going to win consumer AI.
That zucks.
Also honestly, the models don't have to get much smarter to handle the consumer side of things. They could innovate a ton on the harness to farm out requests and manage the state of the agent. They have an incentive to do this to reduce the infra usage so they can go wider with the agent.
Very sticky?
Theyve had a few million downloads on what, DAU of billions?
Lol get a reality check.
>Muse is VERY sticky
its not. ppl downloaded it in hype arent using anymore
Paid bot or Meta employee, please disclose
I'm looking forward to seeing Muse devices like Amazon's devices but with superintelligence: - Muse-equivalent of Alexa - Muse-equivalent of Ring security devices: doorbells, cameras, alarms, etc - Muse home automation devices (lights on/off, smart roller, smoke detector, water detecto, etc) - Muse ring ...
isn't it a bit early to call Muse sticky?
> Meta is going to win consumer AI.
That's a bold statement lol.
Sounds like cope. You can't claim the 'rent market on intelligence' never materialized when revenue is absolutely booming for Anthropic/etc.
last year was google winning AI, this year is meta winning AI. I think what is true is Meta, Google will all find their place in the AI world and continue to make huge amount of money. A consumer will use many different AI products, each with a different use case. Everyone will make enough money to live well.
> The rent market on intelligence never materialized
So where is the ~$100B combined revenue for OpenAI and Anthropic coming from? Open weights models have been close enough to the frontier for over a year now, probably longer, yet the $$ shows no sign of shifting.
Google, Apple, and Microsoft are each in a stronger position to win consumer AI because they're guardians over the foundations of the user's experience. Meta always has to wonder whether they're going to be edged out, like when Apple decided to limit permissions or set new rules on user data handling.
How has Meta responded? With a failed phone and speculative headset.