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Dan Romero pfp
Dan Romero
@dwr.eth
So it makes sense to me that Google, which derives most of its revenue from search, would find the advent of LLMs to be existential to its core business. But why do you think Meta is investing as much in AI, given that social networks are pretty sticky and wouldn't necessarily be impacted from a business model standpoint?
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Shawki Sukkar pfp
Shawki Sukkar
@shawki
It’s a backdoor to search
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Dan Romero pfp
Dan Romero
@dwr.eth
Yeah that’s probably the best model: increase TAM for advertising. Esp. useful in WhatsApp which doesn’t monetize that well today.
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