Constellation Says Meta Cracked Consumer AI Formula
Source: GuruFocus.com ·
Zuckerberg's biggest AI bet is starting to look different
From the source
This article first appeared on GuruFocus . Meta Platforms ( NASDAQ:META ) may have found a consumer-AI formula that will be unusually difficult for rivals to copy, according to Constellation Research Chairman Ray Wang, who argues the company has successfully brought together artificial intelligence, hardware and its enormous pool of user data. The bigger investor implication is that Meta's advantage may not rest on having the best standalone model, but on its ability to distribute AI across products already used by billions of people. Warning! GuruFocus has detected 3 Warning Sign with WMT. Is META fairly valued? Test your thesis with our free DCF calculator. This is the breakout in consumer AI, Wang said during a CNBC discussion. Having your own assistant is what everybody wants. And what meta did so beautifully was they took AI, hardware, and data and put it all together. Wang pointed to Muse on the software side and Meta's smart glasses as one of several potential hardware…