Synthèse
The benchmarks matter less than the business-model shift: Meta moved off open weights and started charging on an API, which means the last major holdout just adopted the same model as every other frontier lab. Alexander Wang called the pricing very aggressive versus OpenAI and Anthropic. This is a low-priced entry aimed at the cheap-token bucket, not the frontier. Jason found it competitive with Claude on some consumer answers but flagged the real test is coding, where Meta’s benchmarks have ove
The benchmarks matter less than the business-model shift: Meta moved off open weights and started charging on an API, which means the last major holdout just adopted the same model as every other frontier lab. Alexander Wang called the pricing very aggressive versus OpenAI and Anthropic. This is a low-priced entry aimed at the cheap-token bucket, not the frontier. Jason found it competitive with Claude on some consumer answers but flagged the real test is coding, where Meta’s benchmarks have overpromised before. The open question is whether it’s ever ROI-positive to be the fourth player selling at that price.
Being aggressive on price is easy when you have Meta’s balance sheet. Being right about it over five to ten years is a different bet.