You know Meta has the best tech in terms of AI/ML right? They just need a new leadership focus to steer the company in the right direction. They literally have all the tools to lead in that area.
Inverting the question, who would collectively pay $30bn/year to buy "AI/ML from Meta", assuming you're talking about a new product offering.
Cloud for the Enterprise
and
Mixed Reality for People.
Mixed Reality is the final platform that kills all other platforms and has a potential greater than $40 Trillion
Why would you believe these are the only platforms?
But just like Mobile phones and Servers were the twin tech platforms till 2020 that delivers all of digital value. That paradigm will shift to MR and Cloud.
If we are all going to live in a Metaverse, you need a MR device to deliver that experience to the user and Cloud to centralize/distribute those experiences.
Besides food (and physical healthcare) and a climate-controlled 20 x 20 space, you don't need the real world (atoms). All your experiences will be delivered through bits.
This is easily illustrated by ChatGPT not being Google or Meta and doing a pretty great job with available sources.
So no, this doesn’t matter much, imo.
Having seen the average level of discourse on Facebook, I have no reason to believe that it contains any proprietary data worth training on.
From what I understand, they have one of the strongest translation models at scale, and their recommendation models for advertising are likely only rivaled by Google or Bytedance