I'd argue that Meta's income derives in no small part from their best in class ad targeting.
Being on the forefront of
(1) creating a personalized, per user data profile for ad-targeting is very much their core business. An LLM can do a very good job of synthesizing all the data they have on someone to try predicting things people will be interested in.
(2) by offering a free "ask me anything" service from meta.ai which is tied directly to their real-world human user account. They gather an even more robust user profile.
This isn't in-my-opinion simply throwing billions at a problem willy nilly. Figuring out how to apply this to their vast reams of existing customer data economically is going to directly impact their bottom line.
Being on the forefront of
(1) creating a personalized, per user data profile for ad-targeting is very much their core business. An LLM can do a very good job of synthesizing all the data they have on someone to try predicting things people will be interested in.
(2) by offering a free "ask me anything" service from meta.ai which is tied directly to their real-world human user account. They gather an even more robust user profile.
This isn't in-my-opinion simply throwing billions at a problem willy nilly. Figuring out how to apply this to their vast reams of existing customer data economically is going to directly impact their bottom line.