Why Meta Is Spending $BILLIONS on NVIDIA Compute

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Here’s the video:

Llama 3: Why Meta Is Spending $BILLIONS on NVIDIA Compute

Why watch this video?

  • You’ll learn about the vision and plans of Meta – and how Zuck plans to create the most powerful company on the planet
  • You’ll learn about Llama 3 compute infrastructure and its costs
  • You’ll stay informed about the most important AI topics to be on the right side of change

Monetization Ideas

  • Paid Hosted LLM API for Inference
  • Premium Access to More Powerful LLM Variants
  • Customized LLMs Pretrained on Proprietary Data
  • Implicit Prioritization of Partners or Products in AI Model
  • Relevant Dynamic Ads: Improving Advertising RPM of Their Existing Services (10x Possible?)
  • AI Agent Marketplace with Take Rate
  • Integrate Intelligence Into Their Services to improve Retention Rates (e.g., digital love partner on WhatsApp)

Zuck is Copying Steven Spielberg’s Playbook (“Ready Player One”)

πŸ‘‰ “”In 2045, people seek to escape from reality through a virtual reality entertainment universe called the OASIS (Ontologically Anthropocentric Sensory Immersive Simulation), created by James Halliday and Ogden Morrow of Gregarious Games.””

Some Conclusions

Imagine the shift from using WhatsApp, mice, keyboards, and browsers to engaging in a fully immersive virtual reality. This will fundamentally transform how we interact with technology, pushing us into a more integrated and experiential digital world.

As we dive deeper into virtual realities, data volumes are expected to skyrocket, increasing by a factor of 1000. This exponential growth will necessitate significant advancements in data management and processing technologies.

The rise of new digital applications spanning social media, gaming, virtual conferences, and even digital workspaces will redefine our daily interactions. These platforms will also extend into more personal realms, including virtual sexual experiences, blurring the lines between physical and digital interactions even further.

In the digital realm, one’s cyber representation will become more significant than their real-life presence. This shift will influence social status, professional opportunities, and personal identities, prioritized and shaped by digital interactions.

Digital currencies, like Bitcoin, will transition from being alternative investments to becoming a standard means of transaction. This normalization of digital money will underpin the economic structures of the virtual world.

Generative AI will become central to creating dynamic content across videos, texts, conversations, and social experiences. This technology will power everything from routine communications to complex narrative adventures in gaming.

The demands for AI training and inference capabilities are projected to increase by 1000x to support more sophisticated and seamless AI applications. This scale-up will be critical in meeting the computational needs of next-generation AI technologies.

AI models like Llama 3 and its successors will become ubiquitous, underpinning a vast array of services and applications. Their widespread adoption will mark a significant milestone in AI integration into everyday technology.

Meta is poised to pioneer the creation of a comprehensive virtual reality akin to the OASIS. This positioning could potentially make Meta the most valuable company globally, revolutionizing how we perceive and interact with digital environments.

πŸ‘‰ Valuing $NVIDIA as a Real Estate Company That Sells Housing to AI Agents ($100k/Share in 2034)