SunBrief#27: Meta Declaring War on Ads

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Today in SunBrief 🌞

• Meta is declaring war on ads

• The Smartest AI Library on the Internet

• Stock Updates

• Amazon Enters Space

• AI Highlights of the Week

• Microsoft’s “Phi-4” Competing Llama-70B & Deepseek R1

• Too Important to Miss

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Meta Declaring War on Ads

Meta's AI-Driven 'Infinite Creative' Model to Transform Advertising

Meta CEO Mark Zuckerberg has introduced a bold vision to automate ad creation and delivery using AI. Dubbed “infinite creative,” the system lets businesses input their goals and budgets while Meta’s AI handles everything else—from generating content to targeting and performance tracking.

Key Features:

• Automated Ad Creation: Meta’s AI crafts ads, selects target audiences, and optimizes campaigns using performance data, removing the need for manual creative input, targeting, or analysis.

• Industry Reactions: Advertisers are wary, citing concerns over transparency and control. As one agency CEO noted, “No clients will trust what they spit out as they are checking their homework.”

• Financial Implications: Meta reported Q1 2025 revenues of $42.3B (up 16% YoY) and net income of $16.7B (up 35%). It raised its 2025 capital expenditure forecast to $64–$72B to fund AI development.

Meta’s AI model could reshape the ad industry, reducing dependence on agencies while raising concerns about transparency and the future of human creativity.

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Stock Updates

Amazon Enters Space

Amazon Launches First 27 Project Kuiper Satellites to Challenge Starlink

On April 28, 2025, Amazon launched 27 satellites for Project Kuiper aboard a United Launch Alliance Atlas V rocket from Cape Canaveral. This is the first step in Amazon's $10 billion plan to deploy 3,236 satellites into low-Earth orbit to deliver high-speed internet and compete with SpaceX’s Starlink.

Key Developments:

• Operational Status: The satellites are active and communicating with ground control. Customer service is expected to begin later in 2025.

• Deployment Timeline: The project will require 80 launches, and per U.S. FCC regulations, 1,618 satellites must be deployed by mid-2026.

• Competitive Landscape: While competitors like Eutelsat and SpaceX are entering the market, SpaceX leads with 7,200+ satellites in orbit and clearance for up to 34,400.

This launch signals Amazon’s serious entry into the global satellite internet race.

AI Highlights of the Week

• Alibaba Unveils Qwen3 AI Models to Rival OpenAI and Google

  Alibaba released Qwen3, a new open-source AI model family (0.6B–235B parameters) that rivals top models from OpenAI and Google in some benchmarks.

  Qwen3 supports 119 languages, uses hybrid reasoning and MoE architecture, and excels in tasks like coding and tool use. The top-performing model isn’t public yet, but smaller versions are competitive and downloadable.

  It’s a major step for China’s AI amid ongoing U.S. chip restrictions.

• OpenAI Adds Shopping to ChatGPT, Rivaling Google

  OpenAI added shopping to ChatGPT Search, letting users browse products and buy through merchant links, with no sponsored listings (for now).

  ChatGPT gives personalized picks based on user preferences and online reviews, covering categories like electronics and fashion.

  Monetization isn’t active yet, but OpenAI plans to explore options.

• Huawei Develops AI Chip to Rival Nvidia Amid U.S.-China Tech Tensions

  Huawei is testing its new Ascend 910D AI chip, aiming to rival Nvidia’s H100, with samples going to Chinese firms in May.

  Amid U.S. export bans, China is pushing local chip use. Huawei will ship 800,000+ older chips and expand systems like CloudMatrix 384.

  President Xi calls for AI self-reliance and faster development of core tech like chips and software.

• Google Testing New AI Mode in Search, Rolling Out to U.S. Users

  Google is rolling out its new AI Mode search tool to a small percentage of U.S. users, offering AI-generated answers under a new tab in Search.

  Unlike AI Overviews, AI Mode provides full responses based on Google’s index, aiming to rival tools like ChatGPT Search and Perplexity.

  The move brought Google's AI search out of labs and into public testing.

Microsoft’s “Phi-4” Competing Llama-70B & Deepseek R1

Microsoft Unveils Phi-4 Series of Small Language Models

Microsoft has introduced the Phi-4 series of small language models (SLMs), including Phi-4-reasoning, Phi-4-reasoning-plus, and Phi-4-mini-reasoning, marking a major step in AI development.

Key Highlights:

• Advanced Reasoning: With 14B parameters, Phi-4 models handle complex reasoning tasks and match larger models like DeepSeek-R1-Distill-Llama-70B in math and science domains.

• Efficient Deployment: Optimized for low-latency environments, they run effectively on limited-resource devices.

• Broad Accessibility: Available via Azure AI Foundry and Hugging Face, these models are easy to integrate into diverse applications.

This move reinforces Microsoft’s push to deliver scalable, high-performing AI tools to developers and enterprises.

Too Important to Miss

Hugging Face Launches $100 AI Robotic Arm

TikTok Fined $600M for Sending EU User Data to China

Neuralink Chip Helps ALS Patient Speak Again Using AI Voice

Apple Reportedly Moving Ahead with AI Smart Glasses Project

Apple Loosens App Store Rules in U.S., Allows External Payments

Claude Supercharges AI with App Integrations and Deep Research Mode

Last Week’s Poll Result

• Do you believe AI systems could develop experiences that warrant moral consideration?

  Yes, 52.17%. Possibly, 25%. No, 22.83%.

  

• Do you believe AI-generated videos can match the quality of human-made content?

  Maybe, 50.00%. Yes, 31.25%. No, 18.75%.

• Do you believe humanoid robots will eventually match human athletic performance?

  Yes, 72.73%. No, 18.22%. Possibly, 9.11%.

  

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