dktp

Ad sales grew

The issue is getting developers to create apps for a new OS nobody uses (yet). And nobody will use it if they can't have their banking app and uber on it

This becomes even tougher if they go the Apple route and don't allow other phone manufacturers to use their OS. Alternatively, if they go down the Windows Phone route, we saw how that played out considering that Google _pays_ manufacturers to use Android

Making OS is very hard, but getting necessary adoption is likely even harder

From the outside looking in, I don't think Meta has a clear vision. I think it's a stretch to say that this one announcement makes it clear. There are AI announcements from Meta every month, recent ones more focused on coding (Muse Spark/Muse Code)

Their ads team wants AI to improve their targeting and ad creation. Some want to have frontier AI including coding. Others might want personal AI agent. Then there's the flirting with renting their compute

And I'm not even taking shots at them. I think Google is exactly the same. I think OpenAI is largely the same (though lately more following Anthropic footsteps and focusing on productivity). And I think the whole field is so new and allows change in so many places - that it's sort of normal or fine to throw things at the wall and see what sticks.

But nothing as of now says to me that Meta has a clear strategy around llms

I think they're largely making fun of extremes, whether left, right or Kanye West, Disney/China, Scientology etc. (And once in a while apologize when they get it wrong, like Man Bear Pig) Lately the extremes are more extreme and powerful on the right and so more episodes target that

The last season made fun of ICE, Peter Thiel, Trump-gift-based-economy, shitcoins and so on (Labubus, 67, ...)

They also poked fun at themselves that South Park sucks now as it's all about politics, which I don't think they ever really wanted

I'm a big fan though

There is pretty clear return as of now. And half a trillion in backlog

Also the ~4% drop is really not a big swing for earnings. This looks like a non story

Agreed

I did the full 100. It's not even 1/4, with the harder ones when one description is significantly longer than others, it's the correct one. Even outside that 2 choices are usually some object - which I think is never the correct answer

I'd also say the toughness should be mixed up a little. The last 30 or so became a slog

Cool idea though!

That's not fully true. Lots of things get to Europe later (Gemini memories, though we have them now, Spark as latest noteworthy)

Or never. Like the majority of Pixel 10 on device AI features (image editing, magic cue).

People take pride in wearing handmade watches

As of today, I've never heard of anyone taking pride in using a SaaS or frequenting a website or an app because it was handcrafted. Maybe some day

I would guess it's purely because Grok isn't nearly in-demand enough to produce meaningful revenue. And they want to juice the numbers for IPO

And I'm sure it's a bonus point for Musk that it goes to OpenAI's most relevant competitor

Opus 4.5 became significantly cheaper directly per token