Disclosure
Bosworth: Meta emptied its AI research pipeline to build Llama 3
“When we were pulling Llama three together, we had really pulled in all the research, all the every, we pulled out every single stop we had and unwittingly kind of killed the pipeline. So researchers, you know, the way that it works is you build a base And you'…”
Opinion
Bosworth: Competitors like Apple, Google, and OpenAI lack complete stacks
“And I think it is the collection of all four of those things that we see as our superpower relative to the competitors, most of whom, whether it's Apple or Anthropic OpenAI or Google, only have one of those things.”
Opinion
Bosworth: Mobile Gatekeepers, Especially Apple, Stifle Meta's Application Development
“Strategically, we have just been at the mercy of platforms for since the start of the mobile era. And we were a web company, right? We were born of the web, and the web was this, like, amazing, unowned platform that you just, like really had a lot of control o…”
Opinion
Bosworth: Apple's ATT Self-Preferencing Slowed Down the Games Industry
“We built a app install business and then Apple came for that with ATT, you know, a tremendous amount of kind of self-preferencing for themselves there. And in doing so, they really put a, you know, the brakes on what was a really rapidly growing part of the ga…”
Prediction Not checkable as stated
Bosworth: Consumers will soon treat AI models like invisible database infrastructure
“The model itself isn't the value. And I think we're going to get to a world very soon where consumers, they don't care. They don't want to specify the model they're using. They don't want to, they don't care if it's 4.7 or 4.8. Like you don't care what Oracle,…”
Insight
Bosworth: The era of monolithic AI models ended around Llama 3
“The era of the monolithic model kind of died around Lama III launch. Like, the idea, like, here's one model, and just, like, let's just test how smart this model is, and that was how good it's going to be at lots of things. We're now in a world where when you'…”
Prediction Not checkable as stated
Bosworth: Future smart glasses will generate custom apps on the fly
“In the future, there's no reason that couldn't just be you wearing the glasses in real time, telling the glasses what app you want right now, and having it on the fly build that app for you.”
Prediction Not checkable as stated
Bosworth: The future of computing is agent-brokered services, not standalone apps
“I don't think the appy thing is the way the future's gonna look. I think the future's gonna be valuable services. That are provided to you, and you getting access to those services the way that you want when you need it, and paying money to the people who prov…”
Disclosure
Bosworth: Meta reassigned thousands of employees to generate AI training data
“We basically saw this huge opportunity, such a big opportunity that we pivoted kind of on a dime and brought a lot of people across the company, thousands of people out into this AAI organization to do these expert traces.”
Disclosure
Bosworth: Meta added unlimited pausing and opt-outs to employee tracking program
“Unlimited pausing. People can opt out for a bunch of reasons. So like we've made a bunch of changes to the program for people who had concerns about it.”
Insight
Bosworth: AR is history's first computing platform without direct manipulation
“Well, it's worth noting this is really the first computing platform that we've had ever that didn't have a direct manipulation interface.”
Opinion
Bosworth: Meta has meaningful tech lead in AR over Apple
“I think we've been investing longer. I think we've believed in it more. And as a consequence of frankly, Mark Zuckerberg's faith and tremendous execution by a team of Thousands of people over a long period of years. I think we have a meaningful lead in a bunch…”
Opinion
Bosworth: Apple will block third-party AI agents from intermediating iPhone apps
“That is not something that Apple wants some other developer to be able to do, because that would disintermediate their position, their privileged position on the phone.”
Prediction Not checkable as stated
Bosworth: App model will not disappear, but gain agentic layer
“So I think the application model doesn't go away. But I do think you end up injecting this potential new layer on top of it, which is an agentic layer.”
Prediction Not checkable as stated
Bosworth: AR will conceivably replace smartphones for high-end consumers over time
“We're a long ways from that for a bunch of reasons, not the least of which being the technology is not ready yet, but also because The application ecosystems will take a long time to transfer and user behaviors take a long time to change. So I think we have a …”
Prediction Held up
Bosworth: Wrist neural interfaces will eventually work without physical gestures
“Over time, we think we can do that without having any gestures at all. Just having the intention, expressing the intention down your control system.”
Opinion
Bosworth: Invasive brain implants are a consumer non-starter due to myelination
“There's a couple of challenges, one of which is that the brain myelinates the things that are put there, so they become electrically inert over time. So they have to be removed and replaced. And if you leave them in long enough, they can prove fatal or at leas…”
Opinion
Bosworth: LLMs cannot be conscious and are merely associative databases
“And also I do not believe it is even the kind of thing from which consciousness exists. It doesn't exist in any Again, to my point about Doug Hofstetter it doesn't exist in any self-referential loop. In fact, it doesn't exist at all except when I instantiate i…”
Prediction Not checkable as stated
Bosworth: Bulk of AI value will accrue to applications, not foundation models
“I think the bulk of the value though, so there will be valuable companies there, but the bulk of the value will be in the application side.”
Disclosure
Bosworth: Meta uses AI models from Google, Anthropic, and OpenAI
“When we're doing development internally, we do have a lot of development happening on our own models. There's also some areas of development that we do on models that we use from, ah, from Google, or from Anthropic, or from OpenAI.”
Insight
Bosworth: Model agnosticism requires owning a competitive proprietary model
“The ability to be model agnostic and have that be economically sensible actually kind of hinges on you having a competitive model. Right. That you can go back to if you need to, and it creates a real backstop on like how much rent somebody can try to charge yo…”
Opinion
Bosworth: OpenAI and Anthropic pivot to enterprise to fund model development
“The business that Anthropic is doing, and that OpenAI appears to be increasingly pursuing concentrating on things under, under Greg, is an enterprise business, where they're building these harnesses and that's where the money is, and I understand that's, they …”
Disclosure
Bosworth: Meta's AI focus is 100% on consumer use cases
“That's not our major focus. Like our major focus is a hundred percent on how this is going to help consumers in their lives.”
Prediction Open · timeframe Oct 2034
Bosworth: AR Glasses Will Be Usable and Enjoyed Within a Decade
“It's within our lifetime, certainly within the next decade, it's in our view we're going to be able to use and enjoy this technology.”
Andrew Bosworth