META是AI领域的顶级赢家；强劲的现金流为AI提供资金且无债务风险，广泛的渠道分发推动采用。

And I will explain why I believe that Google and Meta are the two companies best positioned to win in the field of artificial intelligence.

During this period, Mark Zuckerberg underwent a radical transformation. It spent tens, if not hundreds, of billions of dollars on data centers, purchasing processors, and training its models, using its employees and monitoring the smallest details of their work to learn from them.

He went so far as to completely change the direction of his company and dedicate Facebook and Instagram's resources to becoming leaders in artificial intelligence.

Then he appeared with one product, Muse. Muse did some things right. Muse wasn't as confusing as ChatGPT. In ChatGPT, when you enter it , you will find different options that you must activate to choose the appropriate template.

For most people who are not AI specialists , they don't even know which model to use. Therefore, this causes confusion for the average person when using OpenAI tools, but in Muse you don't have that .

You just type your question and it gives you a great answer . Muse also has this cute and playful little mascot, a friend that talks to you and builds some sort of relationship with you while you use the product.

It's nice and can be changed and customized any way you want. These were amazing modifications made by Muse compared to ChatGBT or Anthropic.

While Meta was so consumer-focused that it created a very streamlined and appealing product for the average user. Muse's growth was rapid. In fact, reports show that Muse's growth today is proceeding at a faster pace than when ChatGBT was first launched .

However, there is something else happening that makes me more optimistic about these two companies in particular, Google and Meta. I am fully invested in these two companies. I have a combined investment of $400,000 between Google and Meta.

This illustrates how important it is for me to be right about this matter. But I think Google and Meta are poised to be the biggest winners in the field of artificial intelligence, even more so than Anthropic and OpenAI.

Now, compare that to the situation with Google and Meta. Google and Meta services are free.

With Meta, they don't need to generate revenue from Muse. Meta is not in a position to pay off a mountain of debt. Meta does not finance all of this with debt in the first place.

They have borrowed very little, and almost all of their AI ambitions are funded by their cash flows from Facebook and Instagram. Look, Meta has the advantage of owning these other companies that generate cash profits every day.

Mountains of cash are going to fund this enormous opportunity in the field of artificial intelligence.

And in a recent podcast, just a few days ago, Mark Zuckerberg talked about exactly that. He said that there are companies that will be greatly affected in the field of artificial intelligence.

But he says that with Meta there is essentially no risk. If artificial intelligence doesn't work, they are not drowning in debt, the company is not in trouble, they will not go bankrupt or anything like that . There is no real pressure in this situation.

At the same time, they can give users a huge amount of free use. They can create a very streamlined product to gain massive user adoption, and Meta excels significantly in generating profit from free products.

This is the essence of their work on Facebook and Instagram. They have proven their ability to make a lot of money using free products. But at the same time, they can afford to lose money in the field of artificial intelligence for a very long time, much longer than OpenAI or Anthropic.

Look, Meta has the advantage of having a huge piggy bank that is constantly growing, and money flows from it without stopping. Instagram and Facebook can fund their AI efforts until ChatGPT runs out of money .

So that they make their offers uncompetitive compared to the value they provide.

This is exactly what Muse does for Meta. So, these two companies, Google and Meta, are not in a position to rush into making profits from their applications. Alternatively, they could seek to acquire a huge market share.

They can undermine the prices of Anthropic and OpenAI at every turn. And pricing is just one aspect of the reasons why I believe they will be winners.

Aside from the differences in the financial reality these companies face, there is another reason that leads me to believe that Google and Meta have a great opportunity to become the biggest AI companies and the biggest winners.

You might say that trust is not a strength of Meta. In fact, many people do not trust this company. I'll deal with that in a little while.

But you have Meta, which many surveys say people don't trust. They have a strong aversion to it. Much of this is due to media framing . 3.7 billion people who do not trust Meta log in or use one of their apps every day.

They use their chat services, post pictures on Meta, post on Instagram, read, and provide information every day. These actions speak far louder than a few opinion polls of people who outwardly dislike Meta .

When I look at it, I think Meta will gain the trust of consumers.

But the other advantage it has, which Anthropic and ChatGPT are trying to gain, is distribution. Now, ChatGPT has a large distribution, but that's also a problem. Look, as far as Meta is concerned, they have it everywhere.

Meta owns the WhatsApp application, where Muse appears almost everywhere. Then Meta has an Instagram app, where Muse is at the top of your news feed . They are integrating it into Instagram.

Then you have Facebook , which many people still use. I know young people don't use it much, but many people still use Facebook, and Meta has integrated Muse into it . Advertisements for Muse were placed intertwined with it.

Meta has the largest distribution in terms of daily users, probably more than any other company in the world.