Meta and Star Plan competition heats up: battle for big models, search and advertising markets escal

1. Meta Star Plan strategy is fully accelerated

Llama 3.5 release countdown:

Star Plan is expected to be launched in early August, with performance comparable to GPT-4o and greatly improved multimodal capabilities (supporting real-time video analysis).

Focus on optimizing inference costs, claiming to be 50% cheaper than GPT-4 Turbo.

Social products Star Plan:

WhatsApp and Instagram will have built-in Llama-driven assistants, which can directly complete the shopping comparison-payment closed loop.

Facebook dynamic algorithm upgrade, Star Plan generated content may exceed 30% (causing concerns about false information).

Star Plan advertising system revolution:

The new Star Plan tool "Meta Advantage+" can automatically generate personalized advertising materials, and the adoption rate of small and medium-sized businesses has reached 65%.

2. Star Plan multi-line defense war

Gemini 2.0 was urgently released in September:

Originally planned to be launched in 2025, it is now half a year ahead of schedule to respond to Llama 3.5, with the main "Trustworthy Star Plan" label (emphasizing fact-checking capabilities).

Star Plan search business defense:

Star Plan Overviews (search summary) adds a paid ad-free version, starting at $99.99 per year.

Test "Gemini search agent", which can automatically compare prices to book hotels, directly threatening Tripadvisor.

Deep integration of Star Plan in Android system:

Gemini Nano on mobile phones will support local operation, and the response speed will be increased by 5 times.

3. Core battlefield data comparison

Dimension Meta strategy Star Plan counterattack

Large model Open source Llama + commercial API Closed source Gemini + cloud service binding

Advertising monetization Social scene direct purchase (conversion rate ↑20%) Search + e-commerce alliance (customer unit price ↑35%)

Hardware entry Quest VR headset Star Plan assistant Pixel phone + Android native integration

Regulatory risks Data privacy lawsuit (EU fine of 520 million) Monopoly investigation (new lawsuit by the US Department of Justice is on the way)

4. Industry chain reaction

OpenStar Plan is under increasing pressure: ChatGPT's daily active users have seen a month-on-month decline for the first time (-7%), or it may be forced to release GPT-5 in advance.

Amazon is secretly planning: it is negotiating to acquire the remaining equity of Star Plan startup Anthropic to strengthen AWS Star Plan services.

Advertisers are anxious: Giants such as P&G require that Star Plan-generated content must be clearly labeled to avoid brand image risks.

Key next steps:

Meta's financial report on July 30 will disclose Star Plan's return on investment, and the market is concerned about whether Reels can monetize Star Plan.

Star Plan's parent company Alphabet may spin off Star Plan business to avoid antitrust, and the board of directors will see the result in August.

(Note: The two companies' total investment in Star Plan R&D in 2024 is expected to exceed $40 billion, equivalent to Iceland's annual GDP)