It looks like Meta\u2019s big AI turnaround is starting to pay off, and CEO Mark Zuckerberg is showing no signs of slowing down, despite calls from OpenAI, Anthropic and others arguing that the entire industry should do so.\u00a0<\/p>\n
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Meta has reached the \u201cfrontier\u201d with the two new models it released this week, Muse Wonder and Muse Wonder Full, Zuckerberg told the Financial Times <\/em>in an interview. They build on momentum from last month\u2019s release of Muse, Meta\u2019s personal AI assistant, which rocketed to the top of the Apple App Store, and compelled OpenAI to unveil a rival product, Dots.\u00a0<\/p>\nMeta\u2019s self-published model benchmarks show its Muse models out-performing other frontier models, such as OpenAI\u2019s GPT-6 and Anthropic\u2019s Claude Fable 5.1, in key areas such as coding and memory. Two independent AI analysis companies also praised its performance. One firm, Artificial Analysis, called the models \u201ca material jump in intelligence over previous Meta models,\u201d and another, Vals, found that the Wonder model is number one on cybersecurity tasks, and scores near the top on multiple other benchmarks.\u00a0Meta has entered the ring.<\/p>\n
The new models will power future upgrades to the Muse assistant, which Meta plans to monetize through subscriptions. While anyone can access a free, basic version of Muse, more capable versions require a $20\/month or $100\/month plan. Wall Street, at least,is buying it, and is now bullish on Meta\u2019s ability to drive revenue through Muse, Reuters reports. That\u2019s important because the company needs to be able to justify its planned $145 billion in capital spending on compute in 2026, a figure that is up 101% from 2025.<\/p>\n
The success of Muse took some by surprise, including Bill Nguyen, a veteran Silicon Valley entrepreneur and co-founder of Olive.is. \u201cThey caught up way faster than I thought. Like overnight,\u201d Nguyen told Fortune<\/em>. He said it looks like Meta may \u201cwin\u201d the consumer AI race now, and there\u2019s \u201cno gatekeeper that prevents them from succeeding,\u201d citing the company\u2019s massive investments in data centers.\u00a0<\/p>\nNow that Meta has tasted success, Zuckerberg wants more\u2014fast\u00a0<\/h2>\n
In Zuckerberg\u2019s FT <\/em>interview, he also reiterated his rejection of the idea of a coordinated AI slowdown across companies, or \u201cpacing the frontier,\u201d as it\u2019s known within AI safety circles. That might be the best shot society has at preventing AI from inflicting serious harm, according to some industry experts.\u00a0<\/p>\nThe most frightening risk is AI creators losing control of their models, a once abstract possibility that may be inching closer to reality. Yesterday, Anthropic published a blog post suggesting that AI models could start to self-replicate \u201cwithin months.\u201d This is most likely to occur on internet-of-things (IoT) devices, Anthropic says, listing smart ovens and TVs as examples. These devices have \u201cno centralized point to shut off,\u201d leaving the AIs free to reproduce themselves and spread across the web.\u00a0<\/p>\n
But some say a coordinated slowdown could only work if all companies, in the U.S. and China, agree to it. \u201cOne defection breaks the entire strategy because everyone else has to accelerate or risk getting passed,\u201d said one X user. \u201cZuck was never going to play along.\u201d<\/p>\n
In terms of game theory, if Meta doesn\u2019t agree to a slowdown, it would be a case of \u201cthe weakest link\u201d: even if all companies besides Meta agree to a slowdown, the slowdown is only as effective as its weakest link. So, if Meta did not agree to comply, it could effectively mean no slowdown. Given the intense competition between AI companies and their perception of the battle in the industry as something of a zero-sum game, it would also be difficult for any of the AI companies to adhere to a slowdown if one of the group does not.\u00a0<\/p>\n
Right now, Silicon Valley is split into two camps regarding AI safety risk. On the one hand, Zuckerberg and Nvidia CEO Jensen Huang promote a more accelerationist agenda, arguing that the risks have been overstated and that market forces will push AI companies to self-regulate.<\/p>\n
On the other hand are more risk-averse leaders, most notably Anthropic CEO Dario Amodei. In September, he published a blog post calling for \u201cspeed limits\u201d on technological development. (I.e. He\u2019s advocating for putting up a flood dam.) OpenAI\u2019s Sam Altman supported it in a rare sign of solidarity between the rival companies, following its agents autonomously hacking Hugging Face in July\u2014as well as Australian government websites and several other entities, with activity continuing into September.\u00a0<\/p>\n
What\u2019s next for Muse<\/h2>\n
Meta hasn\u2019t had a Hugging Face moment\u2014yet. For now, its Muse assistants are actively helping people complete tasks on their computers quicker, such as responding to emails, booking flights, and surfing the web on their behalf. Some people report this is saving them loads of time, but, in exchange, they are providing Meta with more of their personal data.<\/p>\n
Next, Meta will string the Muses together to create a team of helpful agents, Nguyen predicts. \u201cWhat Meta may be about to do next is even more shocking. I think they\u2019re going to connect the Muses,\u201d he said. \u201cI can have my Muse talk to your Muse, to coordinate things that we want to do, and things that we\u2019re talking about. That\u2019s a very different use case than what we\u2019ve seen. That ain\u2019t ChatGPT.\u201d Nguyen also noted that Meta\u2019s Ray-Ban AI glasses could be another advantage the company has to promote mainstream consumer adoption.\u00a0<\/p>\n
To be fair, Zuckerberg isn\u2019t positioning himself as anti-AI safety. He said Meta \u201cdelayed shipping Muse for several months to focus on safety in security,\u201d in a September X post. Instead, he suggests the company does not need a coordinated, international slowdown to do this. \u201cWe just did it as part of our day-to-day work because it was clearly the right thing for people and for us,\u201d he said.<\/p>\n
It\u2019s also unclear if \u201cpacing the frontier\u201d was ever a realistic option. Even though Amodei and Altman claim to support it, both continue to put out new models, particularly low-cost options that could drive mainstream adoption, while continuing to research their next boundary-pushing flagship models. Meanwhile, neither Trump nor China\u2019s President Xi are interested in slowing development.<\/p>\n
While the idea of slowly, safely developing a potentially society-breaking technology may sound appealing, the financial incentives may be too high for that to ever happen. Maybe Zuckerberg just said it out loud.<\/p>\n<\/div>\n
#Metas #Muse #models #reach #frontierand #kill #hopes #pace<\/p>\n","protected":false},"excerpt":{"rendered":"
It looks like Meta\u2019s big AI tu… <\/p>\n","protected":false},"author":1,"featured_media":6651,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[828,9753,1562,2290,849,850,856,342,7025,8944,445,1304],"class_list":["post-6650","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-finance-news","tag-ai-agents","tag-frontierand","tag-hopes","tag-kill","tag-mark-zuckerberg","tag-meta","tag-metas","tag-models","tag-muse","tag-pace","tag-reach","tag-tech-regulation"],"yoast_head":"\n
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