Meta Platforms, Inc's (NASDAQ:META) multibillion-dollar push toward "personal superintelligence" has reinforced the view that the AI race will be won by companies with the deepest pockets, biggest training runs and most powerful computing infrastructure.
But Ben Goertzel, often referred to as the 'Father of AGI', believes investors may be placing too much faith in precisely those advantages.
In an exclusive email interview with Benzinga, the SingularityNET CEO argued that Meta's perceived AI moat is rooted in assumptions that may not hold as the industry moves beyond today's scaling-focused approach to AI development.
Meta's AI Advantage May Rest on an Outdated Assumption Goertzel expects investors to continue pricing Meta's AI leadership on the idea that bigger models, larger datasets and greater computing power will continue to create lasting competitive advantages.
"The moat being priced into these valuations is a scaling-era moat," he said.
