The age old question of who benefits from AI is slowly being answered by the market. Many people think it’s all about being at the top of the stack but in reality, it’s always been about access and utilization. Neither OpenAI or Claude can’t one shot 4B daily active users. $META can however slowly work on building up its capabilities and tailor them to user and business needs to lock in a whole new income stream. Same thing will happen across multiple application layers that are entrenched on both the consumer and enterprise side.
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