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Microsoft · OpenAI · Deep ResearchEpisode 048 · 9 March 2025 · 51:42

Meta and Microsoft Are Dividing User Habits, Not Models

Central question

Why are Meta and Microsoft competing primarily for user habits rather than for a single best model?

What you take away

Test whether Meta and Microsoft become useful everyday interfaces or require constant correction. A practical assessment requires the reader to check how many steps the interface actually removes and what dependency it creates in return.

Main threads

What to watch for

1Compare “Deep Research: how the “research” button in chatbots works” with “New model from OpenAI: GPT-4.5 (Orion)”: they provide different criteria for judging the same issue.
2Test the conclusion from “Will Microsoft release its own AI: development strategy” in your own use case—what actually changes in the process and what remains a promise.
3Before choosing a product or approach, record the constraint identified in “New podcast segment, stories from the AI world: on open-source licenses”.
4Define the owner of the outcome and the quality metric for the situation described in “What strategy will Meta choose for AI development?”.
Signals to track afterwards
→Watch for actions by Yelp and Apple that confirm or challenge the episode’s central claims.
→Compare new launches and policy changes with “Will Microsoft release its own AI: development strategy”: have access, quality, price, or constraints changed?
→Check whether the scenario in “What strategy will Meta choose for AI development?” becomes repeatable practice rather than a one-off demonstration.
Most useful for
Product teamsExecutives and managersAI usersEntrepreneursMedia professionalsMarketers

Key takeaways

01:16When you need to find a dog trainer, compare services, or prepare business research, the same model can perform at entirely different levels

The decision in “Deep Research: how the “research” button in chatbots works” depends on one criterion: Deep Research is useful for a complex market, but an ordinary local query — finding a dog trainer — can produce a result no better than Google or Yelp; “the best model” means nothing without a specific task.

05:34The practical meaning of the issue: the evolution of quality and accuracy in AI answers

The discussion of “The evolution of quality and accuracy in AI answers” yields a practical test: quality gains are visible only with daily use, and the market is layering — business professionals work with Deep Research while consumer apps migrate to DeepSeek because it is cheaper; different use cases now get different solutions.

08:26Where the promise meets reality: comparing LLM models for everyday and business tasks

The practical meaning of “Comparing LLM models for everyday and business tasks” is that Deep Research unexpectedly proved useful for everyday tasks, but the economics are harsh — GPT-4.5 costs $75 per million input tokens and around $150 per million output, nearly a hundred times more than 4o, so no one will use it in API assistants.

13:25What determines the outcome: meta.ai: competition with ChatGPT

The “Meta.ai: competition with ChatGPT?” scene leads to a working conclusion: Meta is betting on its greatest asset — billions of people in WhatsApp, Instagram, and Facebook: a standalone Meta AI is a direct attack on ChatGPT; but an audience does not yet create a habit — users need a reason to open it instead of the ChatGPT they already know.

17:07Why an announcement is not enough: what strategy will Meta choose for AI development

The working conclusion from “What strategy will Meta choose for AI development?” is that Meta's internal documents name OpenAI's GPT models as the gold standard — the researchers' goal is phrased as beating GPT-4o; the company's main competitor is OpenAI itself, not Perplexity, Google, or Apple.

19:05The market tests it through use: an AI pendant for recording and analyzing conversations

The “An AI pendant for recording and analyzing conversations” issue should be assessed with one constraint in mind: the Limitless pendant records conversations and builds memory, and it is interesting on its own — but a smartphone and system assistant can embed the same function without another object around the neck; a standalone device quickly loses to the platform.

23:16GPT-4.5 prompted the opposite reaction

For the “New model from OpenAI: GPT-4.5 (Orion)” scene, the decisive point is this: people expected GPT-4.5 to combine the strengths of 4o and the reasoning models, but got a product with an unclear place in the lineup — the more versions OpenAI ships, the harder it is to explain which one to choose.

34:19Limitless shows how quickly a standalone device can lose to a platform

The boundary of the “Will Microsoft release its own AI: development strategy” case is defined by this point: a pendant that records conversations and creates memory is interesting on its own, but a smartphone and system assistant can provide the same function without another object around the user’s neck. Microsoft and Apple are in a strong position precisely because they control the work and personal device.

49:59Open models add another layer

In the context of “New podcast segment, stories from the AI world: on open-source licenses,” this criterion applies: DeepSeek R1 is released under the MIT license — it can be used and modified with almost no restrictions, giving companies a cheap foundation for their own products; the market divides not into “OpenAI versus everyone” but into platforms, models, and open technologies.

What this episode is about

Meta is launching a standalone Meta AI, Microsoft is strengthening its own infrastructure, OpenAI is releasing GPT-4.5, and DeepSeek and Perplexity offer a cheap foundation for search. Victory depends less and less on one benchmark; memory, distribution, licensing, and the place where a person already lives a digital life are becoming decisive.

When you need to find a dog trainer, compare services, or prepare business research, the same model can perform at entirely different levels. Deep Research is useful for a complex market, while an ordinary local search can produce a result no better than Google or Yelp. “The best model” therefore means nothing without a specific task.

Meta is trying to use its greatest asset—billions of people in WhatsApp, Instagram, and Facebook. A standalone Meta AI is a direct attack on ChatGPT: not merely a field inside a messenger, but a product of its own. Yet having an audience does not automatically create the habit of asking an assistant. Users need a reason to open it instead of the ChatGPT they already know.

GPT-4.5 prompted the opposite reaction. People expected an update that combined the strengths of 4o and reasoning models, but received a product whose place in the lineup was unclear. The more versions OpenAI releases, the harder it becomes to explain which one a person should choose.

Limitless shows how quickly a standalone device can lose to a platform. A pendant that records conversations and creates memory is interesting on its own, but a smartphone and system assistant can provide the same function without another object around the user’s neck. Microsoft and Apple are in a strong position precisely because they control the work and personal device.

Open models add another layer. DeepSeek R1, under the MIT license, can be used and modified with very few restrictions, giving companies a cheap foundation for their own products. The market is not dividing into “OpenAI versus everyone else,” but into platforms with users, models with quality, and open technologies that any strong player can integrate into its own system.

DeepSeek R1, under the MIT license, can be used and modified with very few restrictions, giving companies a cheap foundation for their own products. As a result, the market is not dividing into “OpenAI versus everyone else,” but into platforms with users, models with quality, and open technologies that any strong player can integrate into its own system.

Episode transcript

The episode is in Russian; below is an English reading guide to the transcript (the full EN transcript is a machine translation). Voice matching applied to 94 segments: 66 identified, 4 mixed, 17 probable, and 7 unresolved.

Read transcript on a separate page

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