Meta is the worst at building platforms out of the big players. If you're not building to Facebook or Metaverse, what would you be building for if you were all-in on Meta AI? Instagram + AI will be significant, but not Meta-level significant, and it's closed. Facebook is a monster but no one's building to it, and even Mark knows it is tomorrow's Yahoo.

Microsoft has filled in their entire product line with Copilot, Google is filling everything with Gemini, Apple has platforms but no AI, and OpenAI is firing on all cylinders.. at least in terms of mindshare and AUMs.