I think this analysis is a bit shallow with regard to Metas product portfolio and how AI fits in.

Much more than the others, metter runs a content business. Gen AI aides in content generation so it behooves them to research it. Even before the current explosion of chatbots, meta was putting this stuff into their VR framework. It's used for their headset tracking and speech to text is helpful for controlling a headset without a physical keyboard.

You're making it sound like they'll follow anything that walks by but I do think it's more strategic than that.