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Comment by cafebabbe

3 months ago

Honest question, is there a single successful large investment made by Meta recently ? I just know about the abject failures :)

llama has been generally useful.

  • llama was unintentionally released and has been a flash in the pan for them since. They've failed to capitalize on it at all post-v2. v3 models were a launch mess and quickly surpassed. The only thing it has left in 2026 is name recognition. Honestly their non-LLM things are more important and relevant, like their SAM models. https://ai.meta.com/resources/models-and-libraries/ but none of these seem to be making them serious money or exist and standalone products.

  • for "the rest of us" building certain kinds of systems on top of it.

    as integrated into Meta's platforms it is clearly uncompetitive as a consumer chatbot with the likes of ChatGPT, DeepSeek, Microsoft Copilot, and Gemini.

    Like the other chatbots give me useful answers to questions even if they're wrong sometimes. Meta AI, on the other hand, cracks jokes about my foxwork. That's no so bad because sketch comedy is one of the foxwork skill areas (e.g. if I get you to laugh you are under my spell) but it's not useful and edifying the way competitors are.

Meta Glasses might be the next big thing.

Rayban glasses with the HUD in your eyeglass will go mainstream when they get a 10 hr battery instead of the 1.5 hr battery of today.