"This move by Meta, which owns popular apps like Facebook, Instagram, and WhatsApp, to consider rival Google's AI models over its own in-house models reflects the difficulty in scaling AI technology, despite the massive investments in research, infrastructure, and talent. It also reflects the growing need for collaboration between tech companies, even rivals, as advanced AI becomes vital to sustain continued growth."
"Interestingly, The Information reported last month that Meta Platforms was considering partnerships with Google or ChatGPT maker OpenAI to enhance AI features, including conversational responses for queries on its Meta AI chatbot. If the talks between Meta and Google lead to an agreement, it will be beneficial for both companies, as Meta will be able to enhance ad relevance using Gemini models, while Google will gain from the adoption of its AI models across the social media company's extensive user base."
Meta Platforms has held early-stage talks with Google Cloud to adopt Google’s Gemini AI models to boost its advertising business, though talks may not produce a deal. Meta employees suggested fine-tuning Google's Gemini and the open-source Gemma models on Meta's ad data to improve ad targeting and increase advertiser return on investment. The consideration of external models over Meta's in-house models highlights challenges in scaling advanced AI despite heavy investments in research, infrastructure, and talent. The talks follow previous consideration of partnerships with Google or OpenAI to enhance conversational features in the Meta AI chatbot. Wall Street maintains a Strong Buy consensus on both Meta and Alphabet.
Read at TipRanks Financial
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