Maybe Meta Is Right About AI, or at Least Jeremy Stern Is
It also helps separate two questions that are often conflated: how useful AI becomes and how much pricing power model developers retain.I’ve written about this in AI Models Are the New Rebar and AI Models as Standalone P&Ls. A model can remain useful after competitors reproduce its capabilities. The premium customers will pay for access can then approach zero.
- ▪It also helps separate two questions that are often conflated: how useful AI becomes and how much pricing power model developers retain.I’ve written about this in AI Models Are the New Rebar and AI Models as Standalone P&Ls.
- ▪A model can remain useful after competitors reproduce its capabilities.
- ▪The premium customers will pay for access can then approach zero.
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| Original publisher | Philipp D. Dubach |
| Canonical URL | https://philippdubach.com/posts/maybe-meta-is-right-about-ai/ |
| Publication time | Mon, 21 Sep 2026 18:11:41 +0000 |
| Retrieval time | 2026-09-21T18:18:49.536Z |
| Last seen | 2026-09-21T18:18:49.536Z |
| Headline source | Publisher (no WeSearch rewrite) |
| Excerpt source | publisher body |
| Excerpt method | First ~120 words (~800 chars) of extracted publisher body, fair-use limited. |
| Summary | WeSearch · cerebras-chat (WeSearch summarizer) |
| Summary source text | contentText |
| Citation coverage | Summary is a WeSearch-generated derivative; primary citation is the original publisher URL. |
| Cluster | _RO02-Sli2iU · 1 stories |
| Cluster logic | Grouped by semantic title/content similarity across sources within a rolling window. Same-publisher template collisions are excluded from coverage comparison. |
| Ranking reason | Story pages are not engagement-ranked. Hub feeds use recency, with optional source-diversified chronological ordering (cap consecutive stories per source). No personalized ranking. |
| Publisher visit | Yes — open original |
| Substitutes article? | No — link-out required for full text |
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| Indexing | May the item be indexed (stored, ranked, made findable)? | Allowed |
| Snippet | May a short excerpt of the publisher's text be shown? | Allowed |
| AI summary | May WeSearch generate its own short summary of the article? | Limited |
| Retrieval / RAG | May the content be exposed for third-party retrieval-augmented generation? | Not asserted |
| Model training | May the content be used to train AI models? | Not asserted |
| Commercial reuse | May the content be reused commercially? | Not permitted |
Basis: Derived from the published RSS/Atom feed. Contact: [email protected]. Reviewed: 2026-07-24.
Opening excerpt (first ~120 words) tap to expand
Maybe Meta Is Right About AI, or at Least Jeremy Stern Is20 September 2026 · 3 min read ·AIContentsWhy Meta does not need to sell access to its AI modelsCommoditization does not send OpenAI and Anthropic to zeroMeta’s AI strategy earns its return through advertising and independenceKey takeawaysMeta can earn a return from AI through advertising and product improvements without selling access to its models.A model can remain useful after competitors reproduce its capabilities, pushing the premium for access toward zero.Meta’s 3.6 billion potential users make distribution more important than holding the best model in every quarter.Owning a competitive model reduces Meta’s dependence on platform owners after its experience with Apple.
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Excerpt limited to ~120 words for fair-use compliance. The full article is at Philipp D. Dubach.
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