"Meta's new Muse Spark model is competitive with leading models from OpenAI, Anthropic, and Alphabet's Google on most benchmarks, but it lags competing models in most regards."
"The positive impact of Meta's AI efforts is already substantial, as seen in its 2025 earnings results. Meta's ad impressions across its family of apps increased 12% last year."
"If Meta wants to continue improving those numbers, though, it needs to use better models. Licensing a model from a leading AI lab, however, would be cost-prohibitive at Meta's scale."
"Meta spent $72 billion on capital expenditures last year with plans to spend as much as $135 billion this year."
Meta Platforms established the Meta Superintelligence Lab to develop new AI models, investing billions in personnel and technology. The Muse Spark model, the first from this lab, competes with top models but does not outperform them significantly. Despite this, Meta's AI advancements are expected to boost profits, as seen in a 12% increase in ad impressions and a 9% rise in ad prices. Building proprietary models is more efficient for Meta than licensing, given its scale and capital expenditures.
Read at The Motley Fool
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