Ben Horowitz, co-founder of Andreessen Horowitz, compares Meta's decision to open-source its Llama AI models to Google's historical decision to release Android.
“The way Meta is thinking about this and the way that they're actually behaving and executing is very similar to how Google thought about Android where, you know, their main concern was that Apple not have a monopoly on the smartphone. You know, not so much that they make money on the smartphone themselves because, you know, a monopoly on the smartphone for Apple would mean that, you know, Google's other business was in real jeopardy, and so they ended up being kind of an actor for good, and, you know, Android's been an amazing thing for the world, I think you know, including getting smartphones in the hands of people who won't be able to get them otherwise, you know, all over the world. And Meta is doing kind of a very similar effort where, ah, you know, in order to make sure that they have AI as a great ingredient in their products and services is willing to open source it and kind of gives their, all of their very, very kind of large investment in AI to the world So that, you know, entrepreneurs and everybody can kind of keep them competitive, even though they don't plan to be in the business of AI in the same way that, you know, what Google is in the business of smartphones to some extent, but it's not their kind of key business. And, you know, Meta doesn't have a plan to be in the AI business.”
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