Stratechery [FREE] Meta Open Sources Another AI Model, Moats and Open Source, Apple and Meta
May 10, 2023
The podcast delves into Meta's innovative approach to AI and cloud services, emphasizing its unique strategies compared to giants like Google and Microsoft. It highlights Meta's new open-sourced AI model, ImageBind, which integrates multiple data types for superior learning. The discussion also covers the implications of open-source AI in the competitive landscape, showcasing its agility and customization options. Additionally, it examines the evolving dynamics between major tech players and the potential future impacts on AI integration.
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ImageBind's Multimodal Approach
- Meta's ImageBind combines six data types into one embedding space: text, audio, visual, thermal, depth, and movement.
- This allows the AI to learn relationships from less data, as it doesn't need perfect data pairs.
Meta's Open-Source Licensing Inconsistency
- Meta's open-source AI models have inconsistent licenses, suggesting uncertainty about open-source strategy.
- Licenses range from restrictive (LAMA) to permissive (Apache), reflecting a mix of excitement and trepidation.
Leaked Google Memo on Open Source
- A leaked Google memo argues that open-source AI is outpacing Google and OpenAI.
- Open-source models are faster, more customizable, and more efficient with resources.