Evans: Survey data shows Claude holds between 0% and 1% consumer usage
“If you look at the, you know, survey data on usage, it's,
It's ChatGPT, and then it's sort of two-thirds of that to a half of that is Gemini and Meta AI.
Even though Meta AI is a fiasco, Llama IV was a fiasco, the new models haven't launched yet, but consume…”
Evans: Meta AI consumer usage rivals Gemini; Claude has zero adoption
“For consumers, Meta AI has got not actually very dissimilar usage to Gemini, and Claude is nowhere.”
Morin: Unlike rivals, Meta AI has zero personal context about individual users
“If you go ask all, all the four main systems, or five, the same question, the context is wildly different. Meta knows literally nothing. Like, they don't have any contextually relevant information about you.”
Meta AI's User Numbers Are Inflated by Accidental Instagram Searches
“That was complete garbage. That was people searching Instagram who accidentally hit a llama model that made some things happen, and they were like, oh, go away. I actually am just looking for a user.”
Brit Morin: OpenAI Sora blows Meta's video tools out of the water
“I think compared to like Meta AI's video stuff they just launched recently, it, Kind of blows them out of the water, and so I think the AI social wars are definitely heating up.”
Alex Schultz: AI chatbot adoption fundamentally changes user search behavior
“When people are using those, their behavior in search changes dramatically.”
Alex Schultz: WhatsApp is Meta's most successful consumer AI integration
“Oh, the WhatsApp one's really good... It's the most successful integration we've got.”
Coogan: Future consumer AI plays won't be standalone home screen apps
“It feels like the rest of consumer AI plays will be, I would say, like, horizontal in the sense that it won't be a new app on your home screen. Meta won't have Meta AI as a home screen app.”
McCloy: Meta AI is a 'silent monster' driven by distribution reach
“Meta AI, for example, which I don't think gets necessarily remarked upon a ton in the like AI enthusiast, AI developer community, but like it's a silent monster, right? Because of Meta's distribution and reach.”
Roy: Meta AI Discover tab publishes full user chats and voice recordings
“If you go to the Discover tab, it posts entireties of chats from people that probably don't realize that it's being posted, and it's like, as a social network, even crazier, it posts people's voices prompting Meta AI, so it has like an audio clip, audio messag…”
LeCun: Meta AI has reached 600 million users
“Well, you have three point something billion users six hundred million users of Meta AI.”
LeCun: Meta AI users are less intense than ChatGPT users
“Yeah, but they, but it's not used as much as ChatGPT, so the users are not as intense, if you will.”
Evans: Consumers lack obvious reasons to prefer one AI chatbot over another
“The point is, whatever your use case is for ChatGPT, there's not any particularly obvious reason why you'd be using ChatGPT versus Anthropic versus Meta.ai versus Gemini, and certainly not why you'll stick with it over the next, you know, six months or a year,…”
Srinivas: No genuine differentiation exists between major AI chatbots right now
“I'll just say it as blunt as it can be is there's not really a genuine differentiation between ChatGPT or Anthropic or Gemini or Grok or Meta AI. Right now.”
LeCun: Meta AI has 600 million users
“We have three point something billion users six hundred million users of Meta AI.”
LeCun: Meta AI users are less active than ChatGPT users
“Yeah, but they, but it's not used as much as ChatGPT. Right. So the users are not as intense.”
Gerstner: Meta AI productization is just an unimpressive search box
“As incredible as I think Zuckerberg and Meta are and the advancements they made, I have not particularly been impressed by the productization of Meta AI, right? It's basically just a search box stuck at the top of Instagram or stuck in my WhatsApp thread.”
Bosworth Uses Meta AI 10x More On Ray-Ban Glasses Than Phone
“Now I have Meta AI on the Ray-Ban Meta glasses, and it's like, oh, I use it 10 times more often because just the friction of, like, getting my phone out of my pocket and, like, pulling it up and, like, pulling the app is not trivial to me being able to just, l…”
Gerstner: ChatGPT is pulling away; Gemini, Meta AI, and Claude are lagging
“ChatGPT beginning to run away with it. Gemini, Meta AI, Claude really are not even you know, keeping up.”
Scialom: Llama 1 and 2 flagship size was chosen to reproduce Chinchilla
“Lama two, maybe I would say it's like Lama one. We had a flagship model, which was seven TB. It's also because the project was taking some routes to reproducing a chinchilla, which was a seven TB.”
Scialom: Next-generation Llama model will be bigger than Llama 3
“As, like, Mark announced, we have more and more GPUs, so the next generation will be bigger.”
Scialom: Smaller Llama 3 models improved via distillation from 405B
“Having bigger models enables to collect better data, for instance, at RLHF stage, because that's the model we use for the annotation. And so we distillate straight forward, like those annotations from this better model to the other models. So I can guarantee y…”
Meta's Llama 3 post-training uses almost entirely synthetic data
“So what we did is that we generated all the data on the prompts with LAMA-II, and we applied, like, basically the last round of LAMA-II we had to kick off and start LAMA-III post-training. So Lama-free post-training doesn't have any, like, human-written answer…”
Scialom: Agentic systems will yield order-of-magnitude scaling gains over pre-training
“I expect some incremental and significant progress on pre-training and post-training, but I'm really hopeful that we can gain some order of magnitude of scaling by interconnecting well models into agents as a more complex system that can do planning, that can …”
Dave Morin: Meta AI's Instagram Search Integration Is a Terrible Decision
“When I saw this, like, Instagram thing happen, I'm like, this is the first Instagram product decision lately that just makes absolutely no sense to me. Like, as a user, I have no use for this. In fact, The box is in the way of search, right? Like, when I want …”
Ahmad Al-Dahle says Meta AI will be the best free assistant
“And meta AI is going to be the, you know one of the best if not the best assistant that's available for free.”
Meta is integrating Meta AI into search suggestions and inboxes
“We have high level entry points directly in the inbox. We're integrating it into search. So we'll have also suggestions and type of heads as you sort of apply it in search. So we're, we've integrated it at a very prominent, in a very prominent way.”
Gerstner: AI answer engines will operate below margin to take search share
“It would be surprising to me if we don't see Meta AI, and Microsoft, and ByteDance, and Perplexity, and all the others who are providing answer engines, ChatGPT, coming at them below margin, ok?”
Gerstner: Apple will use small on-device models and delegate complex queries
“Think about what Apple's going to do maybe more like a small language model. Like, really understand all the language, really understand everything about me, really understand how I interact with all these applications, and then when I have a deep problem I ne…”
Delangue: 10 of 13 Meta LLaMA Authors Are Based in Paris
“I don't have the exact number, but I think 10 out of the 13 authors of Lama are actually based in, in Paris, right? In, in the Meta AI, lab that, that they have there that is huge.”