Threads is quietly becoming Meta’s secret weapon.

The moat for any AI is the data it's trained on, it's why we're seeing OpenAI sign exclusive contracts with the likes of Conde Nast, Reddit and Financial Times.

Who controls the data, controls the AI.

Meta's moat is a daily pipeline of training data for their AI models, through Threads.

If you go onto the platform, it's filled with conversation and community, just like Twitter once was.

This will be a big advantage in the race to AGI. LLMs will need a constant stream of fresh data to stay competitive.

Llama is being built into an ecosystem not a single piece of software, and with the open source model behind it, a lot of people will be backing it to win.