$Meta Platforms(META.US)
MARK ZUCKERBERG POSTS ON X FOR THE FIRST TIME IN 3 YEARS TO INTRODUCE THEIR NEWEST CODING MODEL.A few thoughts: - LLMs are literally becoming a commodity, at this point it's obvious that this is a race to the bottom but the winners still get massive leverage to use their models to sell more AI services to the enterprise/consumers - If $Meta Platforms(META.US) can produce a model better than Claude/Codex/Grok at coding...is there a big enterprise business in coding coming for Zucks?- If this model takes off...does the street stop punishing META for spending on capex because spending money to build a coding model means there is a reason for the spend?The LLM arms race continues to heat up.Source: amit
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