OpenAI, Google and Anthropic are struggling to build more advanced AI

I think Meta will have upper hand soon with the release of their glasses. If they managed to make it a daily use glass, and paid users to record and share their life, then they will have data no one else has now. Mix of vision, audio, and physics.

Do these companies actually even have the compute capacity to train on video at scale at the moment? E.g. I would assume that Google haven't trained their models on the entirety of YouTube yet, as if they had, Gemini would be significantly better than it is at the moment.

The moment the insta-glasses expand beyond a few dorks is the moment I start wearing a balaclava everywhere I go.

Meta said they won't be releasing their glasses because they are too expensive for even the highest end of the consumer market. That likely means another 5yrs minimum to get production costs down. It's no longer just about the technical capabilities. Similar to Waymo needing to figure out how to affordably scale up production of $75k LIDAR sensors to put on a million cars, which cost less than the sensors themselves, plus the whole service industry to maintain them when they break.