I suspect Meta is going to win AI, this is how…

Welcome to AI Collision 💥,

In today’s collision between AI and our world:

• Zuck’s rollin’ in the ring

• “Copilot, help me learn Copilot”

• Rejected sport teams

If that’s enough to get the billionaire into an octagon, read on…

AI Collision 💥

Mark Zuckerberg is on a roll.

Not a roll on the MMA mats – although he’s definitely enjoying hanging out at MMA events of late, and clearly if he and Elon did ever get into the ring, Zuck would dominate.

No, the roll he’s on right now is with all the developments Meta is making around its future relating to AI and its Quest virtual/augmented reality headsets.

Let’s start with Quest.

Meta is now opening licensing to the Quest operating system to developers and companies like Lenovo and Asus. And Meta is going to do a Quest headset for Xbox too.

What that means is you could have an augmented or virtual reality headset from Asus or Lenovo and yet the experience will be driven by Meta.

It’s a bit like how “Android” phones come from all kinds of different manufacturers but the operating system is Google’s Android.

I saw a great quote on The Verge which summed up just what Meta is doing:

That’s a good take.

Meta’s move is in direct conflict with Apple and its Vision Pro which uses, of course, Apple’s closed-off operating system.

You can’t buy any other headset to use Apple’s OS other than the Vision Pro. Interestingly Apple also said it’s unlikely there will be a 2025 version of the Vision Pro, which indicates the market probably isn’t really there for its impressive yet problematic headset.

Not a great surprise to us of course as we wrote about the demise of Vision Pro all the way back in early February.

(Does that make it two from two for us? Humane’s AI pin and the Vision Pro now?)

The success of the Quest is important because I also expect that Meta’s AI ambitions quickly and easily become a staple part of that operating system.

I say this because another piece of Meta tech, its Ray-Ban glasses, are now also integrating Meta’s AI into their function too.

This is Meta’s smart glasses. And now with AI this is the kind of form factor that we want to see from the next generation of devices.

What you see above works.

What you see below… does not.

Admittedly Meta’s own Quest looks similar to above, but from all reports is better to wear. Still, I can see a convergence of Quest and Meta’s Ray Bans.

So you have Meta pushing forward on the expansion of its virtual and augmented reality operating system.

You have Meta integrating its AI into its glasses that it’s selling in conjunction with Ray-Ban.

And then you have Meta releasing and improving its AI, Llama 3.

Let’s not forget that Meta has said,

“… we’re aiming to continue to grow our infrastructure build-out that will include 350,000 NVIDIA H100 GPUs as part of a portfolio that will feature compute power equivalent to nearly 600,000 H100s.”

And you can bet your bottom dollar it’s first in line for Nvidia’s next-generation AI GPUs, the B200s, in 2025.

Point being, for me right now Meta doesn’t seem to be taking a wrong step in terms of hardware, engineering and software. Even “The Zuck” seems to be cleaning up his image (as I say, the whole MMA thing has weirdly given him some cred… memes/gifs and all).

(Click to play the TikTok)

Pretty funny stuff. Nonetheless, the way it’s heading out of all big tech, Meta looks to be the one that’s really making headways into AI and products with AI that people actually might want and use.

Which means that if we were to look for a “winner” of AI in the next few years, I think Meta might just be the one on the top step of the podium.

AI gone wild 🤪

I’ve written a few times before about how Microsoft’s Copilot is a regular feature in my household to help find answers to questions we can’t always find in our books.

My boys instinctively ask to ask Copilot when I can’t answer something.

My littlest also really likes it when Copilot makes him pictures.

But what I didn’t know is that Microsoft has tips and tricks and a helpful reel of videos to help use Copilot better.

It’s actually quite useful and if you’re starting to like Copilot as much as I am (albeit I still think that Meta and Microsoft probably go head to head longer term) then these videos are all worth a look.

Here’s a few to get you started though:

Boomers & Busters 💰

AI and AI-related stocks moving and shaking up the markets this week. (All performance data below over the rolling week).

Boom 📈

• Amesite (NASDAQ:AMST) up 61%

• WiMi Hologram Cloud (NASDAQ:WIMI) up 53%

• Darktrace (LSE:DARK) up 10%

Bust 📉

• Wearable Devices (NASDAQ:WLDS) down 7%

• Taiwan Semiconductor (NYSE:TSM) down 5%

• Nvidia (NASDAQ:NVDA) down 4%

From the hive mind 🧠

• AI warefare. Scary stuff. But, it’s happening. It’s the future of warfare. It’s modern warfare. But questions must be asked about how do we control the spread of SKYNET!

• Speaking of scary stuff…what do you get for Dad next Father’s Day? I know…how about a flame throwing robot dog!

• We’ve written about Vertiv recently and will do so again after they just delivered a stunning set of financials this quarter.

Artificial Polltelligence 🗳️

In this week’s poll I want to talk bubbles…

No not the kind they have at the start of every West Ham game, stock market bubbles.

Some are saying the AI market is in a bubble. I disagree. But what do you think?

Stock have been hammered in this area, and a little rebound has ensued this week. But is it the proverbial (I hate this term) “dead cat bounce” or was it, is it really a buy the dip moment.

Weirdest AI image of the day

Rejected Sport Team Names – r/Weirddallee

ChatGPT’s random quote of the day

Thanks for reading, and don’t forget to leave comments and questions below,

Sam Volkering

Editor-in-Chief

AI Collision

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