| > Google having so many private photos in Google Photos must be a goldmine for them. While true, it's META who has won that arm's race long ago in my view; hell, they just disclosed that they have private access to DMs to Netflixh [0] in a lawsuit. If you don;t think they are training their own models on this data over all their platforms you have to be a complete idiot o: Facebook, Instagram, Whatsapp. That is a much larger treasure trove given the sheer scale of people on those platforms, Google is limited to mainly Android users and those who use it's suite on PC (relatively small compared to social media users), which excludes most Mac users. The thing they don't tell you about this dark underbelly of AI is just like the (meta)data that is for sale to 3rd parties, it's tiered price structure wherein Mac users are often the premium tier de to their more 'affluent' status and likelihood of impulsive in app purchases. This is why I think META already won the AI race, they opensource Llama and have the a massive treasure trove of data to refine and train when they see what the OSS community creates that is of actual value: ChatGPT/DALL-e runs at a loss for MS/OpenAI. But if anyone can monetize this gold rush it will be META. And perhaps more critically from an infrastructure POV, Llamma now runs better on CPU [1] rather than GPU, which means they won't have to be constrained or price pinched on GPUs like Microsoft, Google, Amazon likely will due to demand constraints from Nvidia (see ETH mining craze during COVID). They can focus on optimizing their data centers with more free cash flow which meant they can have a bigger footprint for when they finally figure out how to properly monetize this AI bubble, because it is is a bubble, from now until then. I think Zuck learned from Libra that staying out of the limelight during a bubble is critical if he wants to undo the Metaverse money-pit/losses. 0: https://www.movieguide.org/news-articles/facebook-allowed-ne... 1: https://news.ycombinator.com/item?id=39890262 |
https://www.appmysite.com/blog/android-vs-ios-mobile-operati...
Random link. Can't vouch for it. But US and RoW have quite different patterns.