Caroline Hyde

This is an incredibly important development.

If you look at the market reaction and listen to analysts, they're saying Meta is back in the game.

This comes after last year, early last year, Meta faced some setbacks with their Lama models.

These are open source models that just weren't performing well

at the frontier edge, at the bleeding edge with its competitors from OpenAI, from Anthropic, from Google's Gemini.

With the model that was released yesterday, it's a closed model that's a big departure in meta strategy.

That means that developers can't get access to that backend code, that blueprint.

And really, they're talking about monetization here.

And Alex Wang, who leads this unit, he actually Instagrammed last night a post that put Meta at number four.

They clearly don't think they are number one yet, but back in the game.

Well, tension has emerged between the US and China in this global AI race.

We're seeing several big tech leaders come out and suggest that we need to protect our national security and our leading edge.

Also, you are seeing them take efforts to ensure that Chinese companies aren't training on their models.

This is a different approach, right?

This is learning from a Chinese model.

Meta is saying that it is taking efforts to ensure security, but the fact alone that they turned to Quen in part to train their model, among others, is rather telling.

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