🔒 Check Out Our Sponsor: LEDGER AGENT STACK 🔒 https://developers.ledger.com/docs/ai-tools/overview/?utm_source=Audio&utm_medium=Podcasts&utm_campaign=Limitless ------ 🌌 LIMITLESS HQ ⬇️ NEWSLETTER:    https://limitlessft.substack.com/ FOLLOW ON X:   https://x.com/LimitlessFT SPOTIFY:             https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ APPLE:                 https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890 RSS FEED:           https://limitlessft.substack.com/ ------ Let's unpack Meta’s return to open source AI and its latest laptop-compatible model, Muse Glimmer. Alongside its focus on cheaper, private on-device inference, we cover Meta’s broader AI strategy, including personalization, compute spending, competition on price, and its AI glasses and hardware efforts. ------ TIMESTAMPS 0:00 Meta’s Open-Source Pivot 1:43 Why Local AI Matters 5:02 Meta’s Model Strategy 6:39 Zuck’s Open-Weight Thesis 10:43 Flooding the AI Market 13:00 Ads, Data, and Free AI 15:34 Cheaper Models Take Hold 18:41 The Earnings and CapEx Bet 20:33 Compute Is the Real Moat 22:24 What If Meta Fails? 23:48 Meta’s Bigger AI Vision ------ RESOURCES Josh: https://x.com/JoshKale Ejaaz: https://x.com/cryptopunk7213 ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠ Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.