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Staying competitive at the frontier, he added, “now means keeping optimization in-house, running tighter R&D loops, and owning the entire stack. The move toward a closed model, with Avocado at the centre, tells us Meta no longer sees its AI as fuel for the ecosystem. It sees it as product — something to sell, protect, and scale.”
This shift is not surprising, said Gogia, “but it is consequential. It reshapes how Meta will be perceived by developers, enterprise buyers, and industry partners. Openness earned Meta trust and relevance when it was trying to gain ground. Closing the stack now allows for performance control, monetization levers, and vendor differentiation.”
In addition, he pointed out, “it also isolates Meta from the standards-led coalition building that is defining the next phase of agentic AI. That isolation may serve short-term commercial objectives, but it risks long-term architectural compatibility in a world that is trending toward interoperable intelligence.”
