Comment by Octoth0rpe
6 days ago
> They need to their eyeballs and not lose them to OpenAI, Anthropic or Google.
At this point I'm not sure how they could 'lose eyeballs' to those 3. There doesn't seem to be any kind of market overlap. Unless we're talking about the very abstract sense of doing _anything_ other than use a meta product is a potential lost eyeball in which case you might as well add the national park system to the list of people they can't lose to, and I don't think that's a useful way to talk about the cost/benefit of Meta's ai spending spree.
They are all "things I do on a cellphone" and more precisely "things with infinite ability to absorb free time on a cellphone" (as opposed to things like Uber which exist to get something done).
It scales in a way that national parks do not and national parks are not competing for the time you spend in the bathroom at work.