The problem, in my opinion, is that MZ/CC/AA-D, are feeling that they have to be releasing models of some flavor every month to stay competitive.

And when you have the rest of the company planning to throw you a on-stage party to announce whatever next model, and the venue and guests are paid for, you're gonna have the show whether the content is good or not.

Llama program right now is "we must go faster." But without a clear product direction or niche that they're trying to build towards. Very little is said no to. Just be the best at everything. And they started from behind, how can you think you're gonna catch up to 1-2 year head start, just with more people? The line they want to believe is "the best LLM, not just the best OSS LLM".

Because of the constant pressure to release something every month (nearly, but not a huge exaggeration), and the product direction coming from MZ himself, the team is not really great at anything. There is a huge apparatus of people working on it, yet half of it or more, I believe, is baggage required because of what Meta is.

I guess we'll see how long this can be maintained.