Sumber Duit Google Makin Seret Ketika Instagram Panen Cuan AI
同样做 AI，Meta 的广告越赚越多，Google 的老本行却被拖累，这篇把两家差距讲得挺清楚。
Meta 与 Google 的广告业务表现出现明显分化。Meta 的广告收入从 AI 投放系统中受益，AI 帮助广告主提升转化效果。Google 的广告收入则受到挤压，其核心搜索广告业务增长乏力。两家公司在 AI 对广告业务的实际拉动上走出了不同方向。
Sumber Duit Google Makin Seret Ketika Instagram Panen Cuan AI
Meta dan Google menunjukkan perbedaan tajam dalam pendapatan iklan. AI menguntungkan Meta, sedangkan Google tergerus.
Meta 新做了个穿搭 App，连你 Instagram 就能看衣服给你搭配建议，泰国已经能下载了，iOS 和 Android 都有。
The deferral-first training trick is the transferable idea: rather than letting an agent freely rewrite rankings, PAMO rewards overrides only when they preserve accuracy. Developers building recommendation or agent systems can apply the same counterfactual masking to any cross-context personalisation task. It also frames the privacy tension of pooling history across apps, a question regulators and platform teams will face as personal agents spread.
The key insight is that memory design, not memory size, is the bottleneck: a single global history barely helps interleaved workloads, while clustering trajectories delivers double-digit reward gains at lower cost. Teams building agents for mixed task streams can try splitting memory into clusters before investing in larger memory systems. One open question the paper leaves untested is whether parallel agents can safely update a shared cluster.
Meta 找傅利叶做了个 1.5 米高的机器人 Max，想当 Muse 模型的物理身体，第二代都在研发了
彭博社算了笔账：五大巨头砸向数据中心的承诺超 3 万亿美元，谷歌一家就超 1 万亿，连甲骨文现金流都为负了。
