Arena

“Like for us, it's been like, it's accelerated customer pull and deployments.”

“Base cognitive functions are just becoming available as an API. So like vision is just going to be available. We shouldn't work on a vision problem, like go fine tune like a Yolo or whatever. VLM is your favorite.”

“And if we take the philosophy of we want to be a little like Nike, start by selling it to the Olympic athletes and get everyone to buy it. That was sort of the proving ground. And so we still have a few semiconductor companies, you know, that we're scaling up …”

“Zuckerberg directed Meta to build a prediction markets app, which is a wild shift. The experimental app internally called Arena would be independent of Facebook and Instagram. It could compete for attention with Polymarket and Kalshi, the biggest prediction ma…”