The Ledger
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Coogan: SemiAnalysis clocks ChatGPT at 71% of AI query share
“So semi-analysis, clocks, chat GPTs, share of queries, it's 71%. Meta is in second at 12%, and that's with billions of users on meta products, and so OpenAI is certainly running away with consumer.”
Coogan: Meta Built Two Data Centers Specifically to Power Reels Algorithm
“They built two extra data centers to be able to do the Reels algorithm, because if they didn't have that compute capacity, they could not have launched a competitor to TikTok on any normal time frame, because it was actually a compute intensive project, not ju…”