I can absolutely say that about Google and Apple.

For Apple - maybe, but they also recently open sourced some of their models. For Google: they host and want to make money on the models by you using them on their platform.

Meta has no interest in that but directly benefits from advancements on top of Llama.

> They have a hose of ad money and have nothing to lose doing this.

If I didn’t have context I’d assume this was about Google.

But Google has everything to lose doing this. LLMs are a threat to their most viable revenue stream.

>> But Google has everything to lose doing this. LLMs are a threat to their most viable revenue stream.

Just to nit pick... Advertising is their revenue stream. LLMs are a threat to search, which is what they offer people in exchange for ad views/clicks.

To nit pick even more: LLMs democratize search. They’re a threat to Google because they may allow anyone to do search as well as Google. Or better, since Google is incentivized to do search in a way that benefits them wereas prevalent LLM search may bypass that.

On the flip, for all the resources they’ve poured into their models all they’ve come up with is good models, not better search. So they’re not dead in the water yet but everyone suspects LLMs will eat search.

>> So they’re not dead in the water yet but everyone suspects LLMs will eat search.

I think LLMs are acting as a store of knowledge that can answer questions. To the extent search can be replaced by asking an oracle, I agree. But search requires scoring the relevance of web pages and returning relevant results to the user. I don't see LLMs evaluating web sites like that, nor do I see them keeping up to date with news and other timely information. So I see search taking a small hit but not in significant danger from LLMs.

You're right. LLMs can't currently index pages like a search engine in real-time, only from training data.

Even when they hit the Internet to answer a question they're still using a search engine, ie search engines will absolutely still be required going into the future.