After delays, Meta is finally launching a new AI model, Spark (Muse family). Investors were nervous, but the market was positive that the multibillion-dollar investment in the team led by the former CEO of Scale AI had finally yielded results.

Which market Meta is targeting

Meta will most likely target the consumer market: health, social content, shopping, gaming due to their key competitive advantage – they have a social media distribution channel with 3.5 billion users. While many consumers have already chosen ChatGPT or Gemini, many are still undecided, and Meta can catch them with integration into its applications. To give you an idea: 3 billion people across WhatsApp, Instagram and Facebook will have a new AI model that already knows what you talk about, what you look at and what you buy..

Competition with OpenAI

? Since the enterprise market has taken over Anthropic, OpenAI’s best hope for revenue growth is advertising on ChatGPT. But Meta and Google have the best expertise in digital advertising and use 100% AI to accelerate their advertising business.

What this could mean for the AI advertising market

If Meta takes over the consumer chatbot segment, OpenAI will have a hard time building a competitive advertising business.