The New Things

Great interview from Stern, as usual, seemingly conducted on the old set of Three’s Company. She opened by asking if AI is going to wipe out humanity, and I think Zuck whiffed by not simply laughing and saying no. She also directly asked his thoughts on people calling Meta Glasses “pervert glasses”. Regarding the shift from “the metaverse” to AI, Zuckerberg likened it to Apple having started work on touchscreen tablets and then pivoting to turn the technology into the iPhone first. His point being that it’s not that iPads weren’t a big successful idea, but they’re not as big as phones. There are four big players in consumer AI: Google, Meta, OpenAI, and Anthropic. I don’t think Zuckerberg mentioned any of the others by name — neither in his Meta Connect keynote, nor in this interview with Stern. But much of what he unveiled and explained, in both, makes the case for Meta as the leader in this space. Compared to Google, Meta is highly focused and Google is seemingly utterly unfocused. Focus matters when you’re trying to ship something new while exploring uncharted territory. Compared to OpenAI and Anthropic, Meta has consumer-product chops. If there’s no moat around the AI model technology — and I’m ever more convinced there is not — it’ll be the products AI is wrapped into that matter. ★