They also don't have the same economic setup and DNA as MS/OpenAI. Large corporate customers don't pay for access to the FB cloud, nor are they likely to -- Ellison has spent years building out Oracle Cloud, and he's on the FB board, for example. And I bet you didn't think of using Oracle's Cloud for your last project.

So, your company DNA is free-to-all social based on ad monetization, with a large bet on metaverse / AR / experiential social compute being next. You aren't a trusted corporate partner for anything but gatekeeping your immense community through ad sales.

And, it's clear you a) have some of the most interesting private social data in the world, including photos and DMs and texts, and b) this AI thing is huge.

A play that doesn't f with your existing corporate structure too much is to build this stuff, give it away, keep publishing, build your AI team internally, and see where it takes you.

This isn't the only play, but I think it's reasonable. It's pretty clear large enterprises are going to need their own, internally built / owned, Foundation models to be competitive in a bunch of arenas in the next decade. In this case, if FB can get a little mindshare, keep the conversation going, and as a sidenote, be a disruptor by lowering Azure/OpenAI revs with open releases at-the-edge, that's probably a strategy win.

If I were in charge of AI strategy at FB, I'd probably double down more on generative AI, and I'd be working hard on realtime multimodal stuff -- their recent very large multimodal speech to text in multiple languages work is good. If a team could eyeball realtime-ish video chat with translations, that would be something the platform has a natural advantage in pushing out. Generative hits existing customers, and metaverse asset creation, which is going to experience radical changes in costs and productivity over the next few years, and impact Oculus 100% no matter what anybody wishes were true.