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by drexlspivey 215 days ago
How do LLMs help with clicks and attention minutes? Why do they spend $100+B a year in AI capex, more than Google and Microsoft that actually rent AI compute to clients? What are they going to do with all that compute? It’s all so confusing
2 comments
jcfrei 215 days ago
Browse TikTok and you already see AI generated videos popping up. Could well be that the platforms with the most captivating content will not be a "social" network but one consisting of some tailor made feed for you. That could undermine the business model of the existing social networks - unless they just fill it with AI generated content themselves. In other words: Facebook should really invest in good video generating models to keep their platforms ahead.
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breppp 215 days ago
It might be just me, but in my opinion facebook platforms are way past the "content from your friends phase", but is full of cheap peddled viral content.

If that content becomes even cheaper, of higher quality and highly tailored to you, that is probably worth a lot of money, or at least worth not losing your entire company by a new competitor

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drexlspivey 215 days ago
But practically speaking, is Meta going to be generating text or video content itself? Are they going to offer some kind of creator tools so you can use it to create video as a user and they need the compute for that? Do they even have a video generation model?

The future is here folks, join us as we build this giant slop machine in order to sell new socks to boomers.

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breppp 215 days ago
For all of your questions Meta would need a huge research/GPU investment, so that still holds.

In any case if I have to guess, we will see shallow things like the Sora app, a video generation tiktok social network and deeper integration like fake influencers, content generation that fits your preferences and ad publishers preferences

a more evil incarnation of this might be a social network where you aren't sure who is real and who isn't. This will probably be a natural evolution of the need to bootstrap a social network with people and replacing these with LLMs

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