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People keep saying this, but I don’t see how an LLM is a complement to a social media website. People don’t consume more social media with more LLMs. Whats the

People keep saying this, but I don’t see how an LLM is a complement to a social media website. People don’t consume more social media with more LLMs. Whats the link here? Also on the Dwarkesh podcast, Zuck indicated one thing they’re afraid of is walled garden ecosystems they have to go through to reach users like with Apple and Google, and releasing open models is a way of preventing that happening with LLMs.

ethbr1 2y ago
Both sides. Meta has tons of data streaming from their users (upstream) and more frequent touchpoints into their lives (downstream) than OpenAI. None of that changes is AI is commodified. Ergo, OpenAI wins if they have better models. Meta wins by default if everyone has equivalent models: existing business unimpacted, more access to users.
hatenberg 2y ago
Social Media Websites are Marketplaces for Attention. For example Mobile Gaming: Mobile games are demand generation bound - you literally run fake ads on facebook, and only the games that convert well are made. Yes, that's why the fake game videos exist. Making games is no longer hard, you pay a bunch of chinese and get the game. The majority of a mobile game's budget, with few exceptions, is spent on user acqusition. Now picture AI making it easier to make content. Games. Movies. Etc. It invariably results in more content (and less quality, but as we've seen with News, that's not Mark's concern and people who think quality is something consumers choose over commoditized volume haven't paid attention for the last 2 decades). More content means more demand for eyeballs on Meta's platform, higher ad auction prices. Higher user acquisition spent. Lucky for you, making more content with fewer people is a good effect of AI. So you save on talent, you lay off people and ... then discover that because Meta made AI available to everyone, you're just going to spend the additional money you made to pay for ads.

ethbr1 2y ago

Both sides. Meta has tons of data streaming from their users (upstream) and more frequent touchpoints into their lives (downstream) than OpenAI. None of that changes is AI is commodified. Ergo, OpenAI wins if they have better models. Meta wins by default if everyone has equivalent models: existing business unimpacted, more access to users.

hatenberg 2y ago

Social Media Websites are Marketplaces for Attention. For example Mobile Gaming: Mobile games are demand generation bound - you literally run fake ads on facebook, and only the games that convert well are made. Yes, that's why the fake game videos exist. Making games is no longer hard, you pay a bunch of chinese and get the game. The majority of a mobile game's budget, with few exceptions, is spent on user acqusition. Now picture AI making it easier to make content. Games. Movies. Etc. It invariably results in more content (and less quality, but as we've seen with News, that's not Mark's concern and people who think quality is something consumers choose over commoditized volume haven't paid attention for the last 2 decades). More content means more demand for eyeballs on Meta's platform, higher ad auction prices. Higher user acquisition spent. Lucky for you, making more content with fewer people is a good effect of AI. So you save on talent, you lay off people and ... then discover that because Meta made AI available to everyone, you're just going to spend the additional money you made to pay for ads.