alt Hacker NewsGoogle, 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.
Replies
> How has Meta responded? With a failed phone and speculative headset.
I guess their spin on Muse would be, by building the AI agent that Apple has shown it's nowhere near being able to build
Until Opus 5.5 I agreed with this. But since then... I'm now able to build just about anything I want, quickly. Including... all the reasons I'm on a mac (or presumably, one on windows) in the first place. IDK if I believe in my heart just yet, but as a long time mac user, if you gave me the choice between mac + commodity model or a near naked Linux laptop + Opus 5.5, I would easily choose Opus 5.5 and build what I want. If this is real, I think Google is still in a good spot, but are Apple and Microsoft? They have no models themselves. They do have hardware but the value of their OS (in Apples case) and software (in MS case) becomes extremely devalued, relatively speaking.
Being one of if not the top advertisers in the world? I think Meta is doing just fine.
Muse, the pi/openclaw/AI assistant app is maybe not impressive to HN, because you can always just "get an FTP account", as it were, but if you're outside of the HN bubble and don't hate Facebook, Muse is an absolute winner. It's currently the top downloaded app on iOS, above ChatGPT, TikTok, and Claude. I think they've currently got the strongest consumer AI play but we'll have to wait and see how the situation evolves.
>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.
From everything I've seen, they're all too large and dysfunctional to make a competent play in consumer AI. Anyone in there trying to work on it is too far removed from end product and is answering to too many masters.
>Google, Apple, and Microsoft are each in a stronger position to win consumer AI
Microsoft has completely lost the ability to make good software; see Microsoft Teams and what they've done to Windows 11. Apple don't have a foundation models team so they're limited to using other people's models, which handicaps them as they can't do vertical integration like with their other products. Google hasn't made a single competitive consumer product in the past decade, but has certainly killed a few.
That's entirely why Zuck's been pushing VR and the metaverse for so long. they have no OS to control - Microsoft has desktop, Apple has their vertically integrated devices, Google has both Android and also Chrome.
Meta is at the whims of these other companies to play nice - and they already got hit hard once by apple when they decided to anonimize add profiles on the iphone and go privacy first.