John Gruber muses on Meta’s new AI strategy:
There are four big players in consumer AI: Google, Meta, OpenAI, and Anthropic. I don’t think Zuckerberg mentioned any of the others by name — neither in his Meta Connect keynote, nor in this interview with Stern. But much of what he unveiled and explained, in both, makes the case for Meta as the leader in this space. Compared to Google, Meta is highly focused and Google is seemingly utterly unfocused. Focus matters when you’re trying to ship something new while exploring uncharted territory. Compared to OpenAI and Anthropic, Meta has consumer-product chops. If there’s no moat around the AI model technology — and I’m ever more convinced there is not — it’ll be the products AI is wrapped into that matter.
Anthropic and OpenAI have clearly pivoted to the corporate market, centering their offerings around Code/Cowork and Codex/Work. Now Meta is pursuing the consumer market, something that aligns well with their other products. Oh, and their rather sophisticated ad network.