These are good points, though OP did specifically say that Meta is going to win "consumer" AI. I don't think the average consumer of AI is going to ever have to think about harnesses or worry about SOTA, they really will continue to interact with whatever is stickiest.
But this is what I’m saying, consumer AI is forever changing. Investing your time and money into a closed harness will put you behind someone running their own system that’s model agnostic.
If you’re on a forum like HN, would you realisticly invest your time and widgets into a closed harness instead of building your own? What if Meta’s model falls behind and all your things are on there? My advice is to invest in building your own because no one lab has shown they are worth using.
As far as “consumer,” I’m simply comparing consumer AI to a custom built one. One of OpenAI, Anthropic, Meta will probably win since they have the most distribution.
Yep. Reminds me of the famous HN lore about Dropbox https://news.ycombinator.com/item?id=8863 (note the 4 digit ID - early days!)
>For a Linux user, you can already build such a system yourself quite trivially by getting an FTP account, mounting it locally with curlftpfs, and then using SVN or CVS on the mounted filesystem. From Windows or Mac, this FTP account could be accessed through built-in software.
And, "stickiest", mind, where most are allready soul-sucked into the neverending doomscrolling dopamine nightmare that is Zuckbook - to beging with.-
First they "captured", or moated "communication". Now, they are going to capture "utility" ("I am actually doing something useful, not just doomscrolling. I can spend an extra 8h here. It feels good").-
The "average consumer" is a very small part of the revenue opportunity for LLMs and AI.
The real money is coming from C-suites trying to reduce head count or at least multiply productivity for their existing head count.
This exactly. The "harness" for consumer is not well defined but likely quite sticky if someone can build one. Meta is better positioned with its reach of whatsapp etc unlike anyone to try this.
Meta being meta, will likely run this as an "experiment mode" for 6 months to an year and if it does not work scrap it all and move onto the next thing.
There is a risk ofc muse does not work. But there is a good chance that with the ridiculous number of product teams doing A/B testing with insane number of people already on it, something will emerge that is interesting in a way it never could for their erstwhile Ar/VR foray.