The Ledger
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Kantrowitz: Facebook's own research showed passive media consumption harms users
“Even Facebook's own research shows that passive media consumption leaves people worse off. And that's why they went through this whole moment to do meaningful social interactions, but they ended up pivoting right back to this TikTok style of media.”
Meta trained Llama 3 8B and 70B models on 15 trillion tokens
“So if you look at something like the eight billion and seventy billion,
They were trained on almost 15 trillion tokens and tokens roughly you can imagine as a word.
So roughly like 15 trillion words, which is an incredible outcome.”
Meta used 100x more compute to train Llama 3 than Llama 2
“So actually, I think it's I believe it's a hundred times more compute.”
Kantrowitz: Apple's Anti-Tracking Changes Cost Meta $10 Billion in Revenue
“I mean, there was a real hit, especially with Apple's anti-tracking moves. We're talking about a ten billion dollar loss coming in or a contraction of revenue coming in.”
Haugen: Meta stock fell substantially more than social media peers
“But it's fallen substantially more than the other social media companies.”
Kantrowitz: Facebook named office conference rooms after countries smaller than its userbase
“When I visited the first time, the conference rooms were all named after countries that Facebook was bigger than. Yeah, you walk in, you're like walking past the Brazil conference room, like, oh, why Brazil? They're like, we're bigger.”
Albergati: Meta Tried to Acquire DeepMind Before Google Did
“Meta, you know, they were so early on AI, they tried to acquire DeepMind, you know, before Google did and then sort of just lost focus on it.”
Kantrowitz: 20% of OpenAI Employees Previously Worked at Meta
“Of the people who list OpenAI as their current employer on LinkedIn, approximately 630 previously worked for Meta, which represents 20% of the roughly 3000 total employees at OpenAI.”
Meta Ray-Ban glasses demos are booked for months in the Bay Area
“If you try to book an appointment in the Bay Area to go demo these it's basically booked out for the next two or three months.”
Meta's Vibes video app doesn't let users generate videos of themselves
“And that product doesn't let you make videos of yourself or your friends.”
OpenAI and Anthropic consumer product leaders hail from Instagram and Facebook
“Head of product at Anthropic, Instagram founder, head of product at OpenAI, former head of product at Instagram, person who's running what all consumer applications at OpenAI is also someone who's come from Facebook.”
Kantrowitz: Europe Represents Nearly a Quarter of Big Tech Revenue
“Apple sales in Europe 26% of total revenue. Meta's ad sales in Europe, 23% total revenue. Amazon's international sales 23% of total revenue.”
Hoffman: DST Won Big on Facebook by Offering $10B Post With No Caveats
“In Valley history DST led around in Facebook when the traditional funds were all like, oh, we'll only do a three to five billion pre, you know, with lots of caveats and everything else. And DST came in and said, we'll do a ten billion post and no caveats. And …”
Tech stocks plunged in pre-market trading after DeepSeek R1's release
“NVIDIA down 10%, Microsoft down four percent. Google down three percent meta down 2.6% SMP down two percent. So this is all based off of this deep seek reckoning or this deep seek realization.”
Kantrowitz: Meta's Threads added 15 million new users in November 2024 alone
“Threads has added fifteen million users since the start of November”
Gomez: RAG Creator Patrick Lewis Leads Cohere's RAG Efforts
“The guy who created RAG when he was at Meta is Patrick Lewis, and he leads our RAG efforts.”
Kantrowitz: Meta aims to reach 650,000 H100 GPU equivalents in 2024
“Meta, as Meta, which said this year, it's going to go from 350 to 650,000 NVIDIA H 100 GPUs or equivalent, which is an incredible increase, right?”
Meta used AI-generated synthetic data to train its Llama 3 model
“Like to train Lama three meta use synthetic data, like data created from basically, you know, from AI itself”
Meta releases safety model Llama Guard and open-sources cybersecurity evaluations
“So if you look at for example, in our release with Lama three, we were open, we're opening a model called Lama guard. And we've also been opening up cybersecurity evals to help understand this, the safety metrics for cybersecurity.”
Kantrowitz: Meta will possess 350,000 NVIDIA H100 GPUs by end of 2024
“Facebook has 350,000 of them by the end of the year.”