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YC

Y Combinator Cast

10/09/24

@ Y Combinator

The competition between Facebook and Apple can be divided into three battles: the web era, the mobile era, and the emerging AI era.

Video

YC

Meta VS Apple: What Their Battle Means For AI Startups

@ Y Combinator

Meta VS Apple: What Their Battle Means For AI Startups

10/09/24

Related Takeaways

YC

Y Combinator Cast

10/09/24

@ Y Combinator

In the web era, Facebook emerged as the dominant application, overshadowing Apple's web products, which were not perceived as competitive at the time.

YC

Y Combinator Cast

10/09/24

@ Y Combinator

In the mobile era, Apple was ahead while Facebook struggled to keep up, often acquiring companies like Instagram and WhatsApp to strengthen its position.

YC

Y Combinator Cast

10/09/24

@ Y Combinator

Apple won the mobile battle with the App Store, which became a crucial platform for app distribution, unlike the fragmented app ecosystems of earlier smartphones.

YC

Y Combinator Cast

10/09/24

@ Y Combinator

Facebook is now investing in AI and open-source projects, learning from its past mistakes in the mobile era and aiming to own the AI platform.

YC

Y Combinator Cast

10/09/24

@ Y Combinator

Apple seems to want AI to extend the mobile upgrade cycle, ensuring that the mobile battle continues to benefit them.

YC

Y Combinator Cast

10/09/24

@ Y Combinator

Apple aims to leverage AI to extend the phone upgrade cycle by another decade, as long as the mobile battle continues.

PB

Paul Buchheit

10/25/18

@ Y Combinator

I realized that Facebook was an unstoppable force in social networking, and that competing with them was a significant challenge.

JW

Josh Woodward

03/18/25

@ Sequoia Capital

The real transformative AI applications will emerge in the coming years, similar to how the App Store evolved post-iPhone launch.

YC

Y Combinator Cast

10/09/24

@ Y Combinator

The current landscape is filled with powerful players like Google, Microsoft, and Amazon, making it unclear who will dominate the AI space.