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cover of episode (Preview) Meta and Its Many Plans in AI, Apple Gets Hammered in Court, The Costs of Waiting to Do the Right Thing

(Preview) Meta and Its Many Plans in AI, Apple Gets Hammered in Court, The Costs of Waiting to Do the Right Thing

2025/5/1
logo of podcast Sharp Tech with Ben Thompson

Sharp Tech with Ben Thompson
AI Deep Dive Transcript
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创立并运营订阅式新闻稿《Stratechery》，专注于技术行业的商业和策略分析。
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Ben Thompson: 我最初的想法是反对Meta推出独立AI应用，因为我认为Meta在生成式AI领域有许多其他机会，而这款应用可能会分散精力，并且在与ChatGPT的竞争中可能不会胜出。 然而，在与扎克伯格的交谈后，我的想法发生了转变。我认为Meta对生成式AI的野心不足，其在广告领域的巨大潜力尚未充分发挥。Meta和Google在广告领域的优势在于其对广告主的长期掌控和对市场的抗压能力，生成式AI将进一步增强这种优势。Meta比广告主更了解如何精准触达目标客户，AI将进一步提升这一能力。广告主最终会接受Meta的“黑盒”广告模式，因为这种模式对广告主和Meta都有利。 Meta的AI可以用于生成大量内容，这对于提升用户参与度和平台盈利能力至关重要。Meta的AI应用可以增强用户体验，并创造新的盈利机会，例如直接在平台上销售商品。 Meta推出独立AI应用的原因在于美国市场用户的习惯以及Meta在用户个性化方面的优势。在美国市场，用户习惯于使用不同的应用程序执行不同的功能，而独立的聊天应用程序更符合用户的预期。此外，Meta在用户数据和个性化方面的优势使其在AI领域具有先发优势。

Deep Dive

Shownotes Transcript

A 360 degree look at Meta's AI efforts after Ben's sitdown with Mark Zuckerberg and Meta's launch of a standalone AI app. Then: Reactions to Wednesday's holding that Apple violated a court order and may be criminally liable for its behavior, responses to an email about a broadened understanding of consumer welfare, and a Punchbowl News headache for Amazon.

To email the show: [email protected])

@SharpTechPodcast Channel — YouTube)

@Stratechery Channel — YouTube)

An Interview with Meta CEO Mark Zuckerberg About AI and the Evolution of Social Media — Stratechery Interview)

Meta’s AI Abundance — Stratechery)

Apple Dealt Stinging Court Defeat on App Store Sales Commissions — Bloomberg)

Amazon, Trump, and Tariff Costs; Amazon Haul and Temu; Political Lessons — Stratechery Update)

Get all episodes of Sharp Tech, Sharp China, Stratechery Updates and Interviews, Greatest of All Talk, Asianometry and the Dithering Podcast as part of Stratechery Plus) for $15/month or $150/year.