Meta weaponizes open source to ensure no technological moats develop which increases the value of their moats:<p>- Data (Meta is one of two competitice companies when it comes to data volume)
- Compute (Meta is #1 here)
- Platform / eyeballs. (Meta is #1 here, Bytedance will be degraded)<p>It degrades talent moat and destroys proprietary technology moats.<p>Open source does PMF, R&D and de-risking for them while destroying any proprietary competitor - especially ones that don’t have the funding to fight the price dumping effect.<p>And make no mistake, in most industries this would be illegal dumping - if a furniture chain started giving away superior lumbering equipments to anyone cross financed with external money to deny sales to their competitors it would be handled with swiftly and decisively.<p>Sundar right now will be getting questions from their investors of why they spend 200M on Gemini if anyone with enough data and compute can achieve the same thing. Remember “We have no moat and neither has OpenAI?”. It took less than a year for that to play out go brutal effect. Llama3 450B will have google up at night.<p>It also allows meta to effectively not hire armies or product and engineering talent because they get that value for free. Llama.cpp alone is worth hundreds of millions in combined R&D at this point, catching up the llama architecture to its competitors.<p>Finally the result of AI is a commoditization of content creation - more content in an attention saturated ecosystem increases the competition for eyeballs - aka what companies have to pay to beat their competition on the marketplaces of attention.<p>And companies will be able to spend money on that because they can fire their creators (that’s what the Sora and Vasa class of models ultimately will do within a year) and save on compute - only to spend it on demand generation.<p>Analog to how Amazon managed to run by the spirit of open source to monetize open source software without giving back, Meta has shaped the passion and desire of people to build and share into a powerful weapon it wields with deadly precision against its competition, all while being able for benefit from the collateral effects on every level.<p>Mark is nothing but predictable here - he’s an aggressive, always at war General and “commoditize your complements” and “accelerate technology adoption to improve the business environment” are some of his key gambits (see emails on oculus adoption) and the road is littered with the burnt out husks of previous plays - such as the entire news business he commoditized for attention and reengagement.<p>Yes there is side effects that are good - the freeing of the technology from the yoke of Google and Altman Corp, but that does mean there’s any charitable intent here. Mark does not give a damn about the common good. He cares about winning. Always has.