Comment by MichaelZuo
7 months ago
They just want the best, and they’re afraid of having second rates, B-players, etc., causing a bozo explosion. That seems like all the motivation that’s needed.
Why why would they need fears about a quasi-facebook chatbot?
Coming from Meta, I have to wonder if the reason for this isn't more down to Zuck's ego and history. He seems to have somewhat lost interest in FaceBook, and was previously all-in on the Metaverse as the next big thing, which has failed to take off as a concept, and now wants to go all-in on "super-intelligence" (seems to lack ambition - why not "super-duper extra special intelligence"?) with his new vision being smart glasses as the universal AI interface. He can't seem to get past the notion that people want to wear tech on their head and live in augmented reality.
Anyhow, with the Metaverse as a flop, and apparently having self-assessed Meta's current LLM efforts as unsatisfactory, it seems Zuck may want to rescue his reputation by throwing money at it to try to make his next big gamble a winner. It seems a bit irrational given that other companies, and countries, have built SOTA LLMs without needing to throw NBA/NFL/rockstar money around.
This rings true. Zuck wants to go down in the history books like Jobs—as a visionary who introduced technology that changed the world.
He's not there yet, and he knows it. Jobs gave us GUIs and smartphones. Facebook is not even in the same universe, and Instagram is just something he bought. He went all in on the metaverse, but the technology still needs at least 10-15 years to fully bake. In the meantime, there's AGI/super-intelligence. He needs to beat Sam Altman.
The sad thing is, even if he does beat Sam to AGI, Sam will still probably get the credit as the visionary.
> Jobs gave us GUIs and smartphones.
Steve Jobs neither gave/invented GUIs nor smartphones. :-D
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Zuckerberg is one of the reasons I think AI is a bubble and overhyped. He lacks vision. Remember when they renamed the company Meta and the metaverse was the whole future of the company?
This is the same thing. It is the new shiny tech demo that is really cool. And technically works really, really well and has some real uses, but that doesn’t make a multi billion dollar business.
Can you blame him ?
Facebook is a sewer (like all of internet to some extent); Instagram is a teenage depression-inducing drug; and Whatsapp is sufficiently important that it can't be monetized to destruction.
I'm surprised Meta is valued like Google, and not like HP or some other has-been, given that it's running on the spamming crummy ads towards lonely boomers and divorced millenials.
The only bright-spot is their AI lab with Yann and the PyTorch team.
I don't think he gave up on the metaverse. Isn't AR glasses a stepping stone towards that? Or rather LLM voice assistant a stepping stone towards AR glasses? And the metaverse being a stepping stone towards a holodeck?
I mean I'm with you, I think these things are pretty far away and are going to cost a lot of money to make and require a lot of failure in the mean time. But then again, it looks like they spent ~$18bn on Reality Labs last year. So if he was funding it all on his own dime, his current $260bn of wealth would give him a good 14 years runway if we ignore interest. It would be effectively indefinite if he earns about a 5% interest on that money.
I guess I'm just trying to say, it's hard to think about these things when we're talking about such scales of wealth. I mean at those scales, I'm pretty sure the money is meaningless, that money (and the ability to throw it around) is more a proxy for ego.
The Metaverse was more about virtual reality than AR .. a virtual place where remote teams would work and business meetings be held etc, and as such seems to be a complete flop. This is just not how remote teams want to work. Superior VR googles are of course used for gaming too.
AR seems to be mostly a solution, or technology, looking for a problem. It's a bit like envisioning a future full of flying cars, or humanoid robots walking among us, or even wired picture phones (World Fair 1964). Just because you can, doesn't mean you will have "product market fit" and that people will find a use or want to use what you have built.
Maybe AR will find niche professional or entertainment uses (cf Segway) - could imagine using them in a museum or on a guided tourist tour, perhaps.
It's funny that Zuck as creator of FaceBook, seems to misjudge human nature so badly in the case of Metaverse or mass-adoption smart glasses AR. It seems he maybe just got lucky that his college dating app grew into something much larger and more successful, although he does seem quite competent as a CEO, just not as the serial entrepreneur he seems to fancy himself as.
Just like in football, buying all the best players pretty much guarantees failure as egos and personal styles clash and take precedence over team achievement. The only reasons one would do that are fear, vanity, and stupidity, and those have to be more important than getting value for the extraordinary amounts of money invested.
Yeah, pretty much agree.
The only case where this may have made sense - but more for an individual rather than a team - is Google's aqui-rehire of Noam Shazeer for $1B. He was the original creator of the transformer architecture, had made a number of architectural improvements while at Character.ai, and thus had a track record of being able to wring performance out of it, which at Google-scale may be worth that kind of money.
Noam was already one of Google's top AI researchers and a personal friend of Jeff Dean (head of Google AI, at least in title). He worked on some of the early (~2002) search systems at Google and patented some of their most powerful technoloigies at the time- which were critical in making Google Search a product that was popular, and highly profitable.
First rate A-players are beyond petty ego clashes, practically by definition… otherwise they wouldn’t be considered so highly (and thus fall into the bozo category).
If you're the only one considering them, sure.