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 c

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.