Andy Halliday

Well, they definitely have a moat in the form of their major distribution channels, specifically WhatsApp, Instagram, Facebook.

Those three together make it possible to implement AI in those contexts in a way that both...

Becomes a utilization in those platforms, but also introduces people to the meta tools that will be available more broadly to anyone who wants to use them, even if you're not a Facebook or Instagram user.

So I think they have that.

They have this huge distribution potential.

So I don't think that they're really going to be, you know, they won't fall completely by the wayside because of that.

distribution power, but I think it's pretty obvious that they're unlikely to displace Google anthropic open AI at the forefront of technological development of AI just because they poached a few people and apparently there's turmoil in that.

Lots of people already left and nobody has...

you know, declared incredible respect for the leadership of, of that initiative.

So I, my sense is that, that, you know, they're not going to, they're not going to suddenly deliver something that's really impressive, like deep seek does, right?

Like deep seek is out there making incredible advances and keeping it open source.

So anyway.

Yeah, and I think that's consistent with their need to provide that scale of inference to the billions of users of the meta platforms.

Yeah.

And another weave with respect to the government application of AI.

I don't know.

I thought this was old news, but there's news in the newsletters this morning about Pete Hedgeseth announcing that XAI is going to be integrated into the military.

You know, as an AI platform for both classified and unclassified use.

So he's giving a boost to Elon Musk's company internally in the military.

Yeah.