Comment by KaiserPro

A few things:

1) meta was doing this at scale before openAI

2) decent ML is critical to catagorising content at scale, the more accurate and fast the category, the finer the recommendations can be (ie instead of woman, outside as a tag for a video, woman, age, hair colour, location, subjects in view, main subject of video, video style) doing that as fast as possible with as little energy as possible is mission critical

3) The llama leak basically evaporated the moat around openAI who _could_ have become a competitor

4) for the AR stuff, all of these models (and visual models) are required to make the platform work. They also need complete ownership so that it can be distilled to make it run on tiny hardware

5) dick swinging

6) they genuinely want to become a industrial behemoth, so robots, hardware, etc are now all in scope.