The real question for me, if we assume they once again have a competitive frontier model, is what this means for Meta's strategy now. In particular, have they abandoned all their philosophy of the open ecosystem / open model play they were pursuing before?
While it's true, llama4 sucked, I still can't help feeling they have lost ground compared to where they would have been if they maintained that strategy. Due to llama, they were considered a peer with the other frontier model providers. Now they are not even in the conversation. It would take an incredible shift in performance to make me even consider using their new model. They may have a model, but the other providers have been busy building whole ecosystems around their tech which Meta has none of.
Maybe they could dump $1b into OpenCode or something and reignite the open ecosystem play with an open harness. They need something to get back in the conversation, if that's where they want to be. Otherwise, it will just be another closed, hidden proprietary AI model driving user facing Meta apps, but which nobody else cares about.
While it's true, llama4 sucked, I still can't help feeling they have lost ground compared to where they would have been if they maintained that strategy. Due to llama, they were considered a peer with the other frontier model providers. Now they are not even in the conversation. It would take an incredible shift in performance to make me even consider using their new model. They may have a model, but the other providers have been busy building whole ecosystems around their tech which Meta has none of.
Maybe they could dump $1b into OpenCode or something and reignite the open ecosystem play with an open harness. They need something to get back in the conversation, if that's where they want to be. Otherwise, it will just be another closed, hidden proprietary AI model driving user facing Meta apps, but which nobody else cares about.