[ipsum2]

How do you figure? If you assume that Meta gets the state of the art model, revenue is non-existent, unless they start a premium tier or put ads. Even then, its not clear if they will exceed the money spent on inference and training compute.

[HWR_14]

It's worth a few billion (easily) to keep people's default time sink as aimlessly playing on FV/IG as opposed to chatting with ChatGPT. Even if that scroll is replaced by chatting with llama as opposed to seeing posts.