00:03:53 · Jordi Hays, John Coogan
[00:03:53] S0: like Yeah. [00:03:53] S1: Manus on your phone going around your social networks. That's my biggest bull case for all of this. Like it's very there are so many different applications that I can imagine being a daily driver of in the Meta family of apps. Oddly, none of that has really been even tried in my opinion. It feels like a little bit Yeah. [00:04:14] S0: All seen so far is Muse, Spark. [00:04:18] S1: Good on benchmarks, like decent, you know, like [00:04:21] S0: But but again, not anything to that that anyone should really get that excited about. [00:04:27] S1: As a, you know As a as an API provider. Exactly. They did announce that they were going to release it via an API. I don't think they have. They might [00:04:35] S0: still It's model. It's a good model, sir, but I don't think it will have a lot of demand. Yeah. And then we've seen Meta Vibes, which was a mid journey [00:04:43] S1: Yeah. Rapper. But the the fact even if even if Muse Spark is not on the super giga frontier, can it be good enough to get some work done inside Meta family of apps? Like it should. I would imagine, yes. But they just haven't found that killer feature. Like there are plenty of there are plenty of applications that are AI powered. There are plenty of models out there that have found their footing without being on the, you know, super intelligence path or on that particular curve.
00:04:43 · John Coogan, Jordi Hays
[00:04:43] S1: Yeah. Rapper. But the the fact even if even if Muse Spark is not on the super giga frontier, can it be good enough to get some work done inside Meta family of apps? Like it should. I would imagine, yes. But they just haven't found that killer feature. Like there are plenty of there are plenty of applications that are AI powered. There are plenty of models out there that have found their footing without being on the, you know, super intelligence path or on that particular curve. [00:05:16] S0: Yeah. It's because yesterday we were talking about the story where Google had been telling Meta like, hey, we don't have the capacity Yeah. For you. And here here, Meta is with with plenty of capacity themselves. I don't think we can read too much into this because there's just one article from Bloomberg. Yeah. I think it will matter a lot who the potential buyers of Yeah. Compute are gonna be. Yeah. If it's there's a number of companies that I think the market would get excited about. Yeah. But if they're actually just going and trying to compete as
00:05:16 · Jordi Hays, John Coogan, Luca Ferrari
[00:05:16] S0: Yeah. It's because yesterday we were talking about the story where Google had been telling Meta like, hey, we don't have the capacity Yeah. For you. And here here, Meta is with with plenty of capacity themselves. I don't think we can read too much into this because there's just one article from Bloomberg. Yeah. I think it will matter a lot who the potential buyers of Yeah. Compute are gonna be. Yeah. If it's there's a number of companies that I think the market would get excited about. Yeah. But if they're actually just going and trying to compete as [00:05:49] S1: Yeah. It's weird that it came as a leak about around like a plan to sell compute as opposed to just what SpaceX did where it was just like boom, huge contract with Anthropic, lots of excitement going into the IPO. Like that was such a perfectly massaged story as SpaceX entered the public markets. That would have been great if they just said, hey, we have a Frontier lab that's paying us a billion dollars a month now. And like it's gonna show up in earnings next quarter. Like get ready. But stock market loved it. Like the stock is way up and I don't know if it's way up because they see it as a huge growth area for Meta. Now, is it that crazy? [00:06:25] S0: Well, I think the [00:06:25] S1: hyper scale people have been wondering platform. On [00:06:27] S0: Where's the ROI gonna come from for this hundreds of billions of dollars Yeah. To spend. Yeah. And up until now, there's been no obvious place that it's gonna come from. Right? [00:06:37] S4: Yeah. You had
00:06:37 · Luca Ferrari, Jordi Hays
[00:06:37] S4: Yeah. You had [00:06:37] S0: the Manus deal, that's being unwound. Yeah. They have the the deal with, you know, mid journey and vibes. That's, you know, unclear. Yeah. Yeah. There's it seems very obvious that they're gonna be able to integrate AI into their glasses over time. Yeah. But the glasses that have product market fit today are more of just like the I I think the product market fit is really with the camera, not the intelligence combined with a pair of glasses.
00:07:04 · John Coogan, Luca Ferrari
[00:07:04] S1: Yeah. Which is also surprising that we haven't seen a diffusion model, an image model because even if you don't like, Instagram in general is pretty it's it's remarkably slop free, at least my feed is. I don't see a lot of viral slop images. It it happens every once in a while, but they don't have they they have to have some twist to them. But you can imagine AI powered features, background replacement, a lot of that stuff being AI enhanced and people receiving that very positively and enjoying that. I was using Adobe like Adobe products recently and like in Photoshop they have an integration with Gemini, Nano Banana and you can plug in all the different image models and you can actually use the tools in very interesting ways. So sort of interesting. I I don't know. I would imagine that that would scale very quickly and use a lot of compute. But, yeah, maybe this is a better way. It does seem like it's easier to set up a neo cloud than a true cloud platform. Like, if they were jumping into AWS or GCP and they wanted to have databases and servers and routers and elastic compute and also load balancing and and a DNS and, you know, all the different features that come with a true cloud platform, that might be a tougher lift, might be a bigger lift. [00:08:23] S4: Yeah. [00:08:23] S1: But just saying, we have a bunch of servers. We're gonna run whatever model you want and then we will serve it serve the tokens to you Yeah.
00:08:23 · John Coogan, Jordi Hays
[00:08:23] S1: But just saying, we have a bunch of servers. We're gonna run whatever model you want and then we will serve it serve the tokens to you Yeah. [00:08:30] S0: Question what would the stock do if they announced that they were and again, I'm just like Yeah. You know, it's total hypothetical scenario. But they were just spinning out all of their AI infrastructure and commitments and Yeah. Powered shells to like a SpaceX. Yeah. It would probably rip, you [00:08:48] S1: know Maybe. [00:08:49] S0: Even harder.