I have just been closely following the strategy Meta is building in artificial intelligence, and honestly, something interesting is happening behind the scenes. Apparently, Alexandr Wang, who runs Meta's superintelligence lab, is leading the development of a completely new AI model that could change the game in this sector.

What catches my attention is the approach: while OpenAI and Anthropic are pursuing enterprise contracts and government partnerships, Meta is targeting the mass consumer directly. This makes sense considering Meta has billions of active monthly users. The new model probably won't immediately match the performance of GPT or Gemini, but Meta trusts that it will win through ease of use and distribution capacity.

Now, regarding the open-source strategy: Meta is not going fully open source. Alexandr Wang has made it clear that they will release versions progressively, but they keep the most advanced capabilities as exclusive property. This is pragmatic, avoiding security risks while attracting developers. Wang has publicly insisted that AI should become a "personal superintelligence" for the average user, not just for corporations.

In technical terms, the model could include multimodal capabilities (text, image, video), continuing what Meta has already explored with previous projects. The vertical integration they are doing, from data annotation to large-scale training, was significantly strengthened with the acquisition of Scale AI.

From an investment perspective, Meta is spending huge amounts on AI, and the market expects to see concrete returns. Shares have been relatively stable, but everything will depend on whether this new model can be effectively monetized through improved advertising or new subscription options.

The key question is whether Alexandr Wang and his team can close the performance gap while maintaining scale advantage. If they succeed, Meta could generate significant network effects in AI infrastructure that ease the current pressure of "high investment, low return." The AI race remains accelerated, and Meta is playing a different game from its competitors.