Meta ships a model that isn’t even frontier-tier yet, and SemiAnalysis is already projecting world domination from headcount, data centers, and power capacity.
Serious question: is this research or an ad???
The Future of Meta Superintelligence: A 1 Year Progress Update
A top tier RL environment startup spawns out of thin air,
the most aggressive compute ramp we've ever seen,
2000km+ scale-across, and some advice for Google DeepMind
https://t.co/G61NSfV8Oa
SemiAnalysis is out with a deep dive on $META Superintelligence, and they’re clearly impressed with Meta’s pace of improvement.
They think Meta may be the only major AI player on track to be world-class across data, talent, and compute.
Meta has reportedly turned its internal workforce into an RL data engine, with around 3,000 engineers working on RL tasks/environments, while also building five 1GW+ “titan” compute clusters.
SemiAnalysis says Meta’s compute ramp could give it more AI compute than OpenAI and Anthropic by year-end, while its scale-across networking could connect campuses up to 2,000 km apart.
Muse Spark 1.1 still is not at OpenAI or Anthropic level, but the note says Meta could catch or pass Google within 6 months if the current ramp holds.
我感觉$META 真的不太行,属于做社交可以,做模型差点意思,包括之前的元宇宙就能看出他的技术taste不咋地,不如musk,而且我感觉google是有点真东西的,alpha fold,alpha go 以及tpu 都有真产出,meta在技术领域上赶google差点,Zuck应该把重心放在social media 模型上,agentic model 不掉队就行