Meta's Big AI Power Move: A Standalone App to Crush ChatGPT--And It's Coming Sooner Than You Think

GuruFocus.com
03-01

Meta (NASDAQ:META) is making a bold move in the AI wars, rolling out a standalone Meta AI app in Q2 to take on OpenAI's ChatGPT and Google's Gemini. Mark Zuckerberg is all-in on AI dominance, betting that Meta's massive ecosystem can drive adoption faster than the competition. Unlike its current AI chatbot, which is baked into Facebook, Instagram, and WhatsApp, this new app gives Meta AI its own stagemaking it more accessible, more interactive, and potentially, more profitable. And yes, Meta is eyeing a paid subscription model, just like OpenAI's ChatGPT Plus.

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This isn't just about staying relevant. Meta is pouring up to $65 billion into AI, a bet that could reshape its future beyond social media. Right now, 700 million people use Meta AI across its apps, but a dedicated app means it can go after new users, including those outside its walled garden. With Google and xAI already launching standalone AI apps, Meta needs this play to stay competitive. India, its largest AI market, has already shown strong engagement, giving Meta a solid foundation to build from.

The bigger question: Can Meta turn AI into serious revenue? ChatGPT, Gemini, and Copilot have set the bar high, and while Meta has the scale, it still needs to prove it can monetize AI beyond ads. Investors will be watching closely as Zuckerberg pushes to make Meta AI the most-used chatbot in the world by year-end. And with an AI event set for April 29, Meta's next move could be a game-changeror just more noise in an increasingly crowded AI race.

This article first appeared on GuruFocus.

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