Meta's is doing classical (and brilliant) "commodify your complements".
LLMs and AI is not where Meta adds value to the market. They add value via advertising. Therefore, AI is not Meta's product, and thus Meta should aim to make AI as cheap as possible.
They did the same thing for infra. Meta doesn't sell cloud computing, so they want to make infra as cheap as possible.
LLMs and AI is not where Meta adds value to the market. They add value via advertising. Therefore, AI is not Meta's product, and thus Meta should aim to make AI as cheap as possible.
They did the same thing for infra. Meta doesn't sell cloud computing, so they want to make infra as cheap as possible.