"Perhaps going down the open-source route wasn't the way to go. With Meta Platforms ( NASDAQ:META) now going down the proprietary AI model route after its LLaMa model fell short of expectations, questions linger as to whether the social-media and metaverse titan can really make up ground in the AI scene, one that's been dominated by OpenAI, Google (whose parent company is Alphabet ( NASDAQ:GOOG)), and Anthropic."
"While OpenAI and ChatGPT are still on top, Gemini is gaining very quickly. And given the incredible strides made by Gemini 3.0, it feels like Google's offering is already better than OpenAI's latest and greatest (GPT-5.2). Of course, it will be interesting to see how the AI race unfolds at the frontier through 2026. With Anthropic and its Claude making noise in coding, as the firm potentially gears up for an IPO this year, things could get really interesting."
"For value investors seeking more AI growth, I'd argue that Meta Platforms stock now seems to be the best bargain of the Mag Seven. And if Meta Platforms can gain significant ground in AI this year, a case could be made that the social-media juggernaut might be next in line to enjoy an Alphabet-like parabolic ascent as investors come to fully appreciate the company's AI capabilities."
Meta Platforms shifted from an open-source approach to proprietary AI after LLaMa underperformed, aiming to close the gap with leaders OpenAI, Google, and Anthropic. Google’s Gemini 3.0 is advancing rapidly and may surpass OpenAI’s GPT-5.2, while Anthropic’s Claude gains traction in coding and could draw investor attention if the company pursues an IPO. The AI investment landscape may intensify if OpenAI also goes public, potentially affecting valuations of major AI-focused tech firms. Meta’s recent acquisition of Manus and correction in share price create a potential value opportunity for investors if Meta makes meaningful AI progress.
Read at 24/7 Wall St.
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