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Commoditize the compliment. They know they need AI to make their products keep up with the industry. They don't want to be reliant on their competitors (Micro

Commoditize the compliment. They know they need AI to make their products keep up with the industry. They don't want to be reliant on their competitors (Microsoft or Google) for that AI. They also don't want their competitors to grow by selling AI, which is why they give away their models.

vdalal 1y ago
Here are some more thoughts... Core product health Based on a key goal to enable the virtuous cycle "Meaningful content --> More engagement --> More $" * Content health ("quality"): Keeps content creators on their game even up their game to generate more content, more personalized content, and perhaps more interesting content * Content quantity (#): Makes all of us up our game and become better content creators * Super personalization: Produce just the content on-demand that can get engagement. It's likely already happening Core product growth * A hedge in case they have content inventory challenges or AI is able to produce better content than creators * FB/WA/IG? growth means targeting more and more local businesses with new services e.g. chatbot for SMBs * Search: Chatbot/answerbot is a thing. Wean some Google Search traffic and keep it within their ecosystem Company health and longevity * AI-based automation and efficiency for great number of use cases * It's great marketing, attracts talent, and enhances the brand * Finally, as a tech company, cannot not invest meaningfully in the next great new tech trend It's a win any way they look at it. edit: formatting
- cameldrv 1y ago
  IMO their original product simply shows less and less meaningful content every year. Originally you'd go to facebook because "I want to see what are my friends up to." Now it's "I want to waste my life by watching 30 second videos that make me upset." The AI generated content is not going to have meaning. It can make a really cute picture of a baby, but it's not your friend from high school's baby.

vdalal 1y ago

Here are some more thoughts... Core product health Based on a key goal to enable the virtuous cycle "Meaningful content --> More engagement --> More $" * Content health ("quality"): Keeps content creators on their game even up their game to generate more content, more personalized content, and perhaps more interesting content * Content quantity (#): Makes all of us up our game and become better content creators * Super personalization: Produce just the content on-demand that can get engagement. It's likely already happening Core product growth * A hedge in case they have content inventory challenges or AI is able to produce better content than creators * FB/WA/IG? growth means targeting more and more local businesses with new services e.g. chatbot for SMBs * Search: Chatbot/answerbot is a thing. Wean some Google Search traffic and keep it within their ecosystem Company health and longevity * AI-based automation and efficiency for great number of use cases * It's great marketing, attracts talent, and enhances the brand * Finally, as a tech company, cannot not invest meaningfully in the next great new tech trend It's a win any way they look at it. edit: formatting

cameldrv 1y ago
IMO their original product simply shows less and less meaningful content every year. Originally you'd go to facebook because "I want to see what are my friends up to." Now it's "I want to waste my life by watching 30 second videos that make me upset." The AI generated content is not going to have meaning. It can make a really cute picture of a baby, but it's not your friend from high school's baby.