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Meta's AI Abundance

Meta is well-positioned to the biggest beneficiary of AI and the largest company in the world.

Generative AI puts this process on steroids: advertisers can provide Meta with broad parameters and brand guidelines, and let the black box not just test out a few pieces of creative, but an effectively unlimited amount. Here once again Meta’s advantages come to the fore: not only are they leading the way in VR with the Quest line of headsets, but they are also justified in building out the infrastructure necessary to generate metaverses — advertising included — because every part of their business benefits from AI. Other companies, however, with less obvious use cases, or more dependency on third-party development that may take longer than expected to generate real revenue, may at some point start to question their infrastructure spend, and wonder if it might make more sense to simply license Llama (this is where the “ish” part of “openish” looms large).

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