Meta (NASDAQ:META) just rolled out Meta AI as a standalone app, stepping out from behind Facebook and Instagram to challenge ChatGPT, Google’s Gemini, DeepSeek and Grok with its Llama 4 brains.

• Warning! GuruFocus has detected 2 Warning Sign with META.

This isn’t your average chatbotMeta AI can tap into your Facebook and Instagram history (with your OK, of course) to tailor responses that feel more you. Craving recipe ideas or a quick trip itinerary? It’ll draw on the posts you’ve liked. What’s more is that you can also chat hands-free through Ray-Ban Meta glasses.

All this comes just in time for LlamaCon, Meta’s AI developer showcase kicking off today at 1:15 PM ET. The livestream will demo how Llama 4 can power everything from shopping bots to customer-service helpersand let third-party coders spin their own AI experiments. It’s Meta’s clear signal that it’s pivoting from pure social ads to AI engagement as its next growth engine.

Why it matters: Meta’s hoping to lock in more screen timeand ad dollarswith sticky AI features. But GuruFocus’s Valuation Rank pegs META as modestly overvalued, trading above its five-year average on the bet that AI will supercharge earnings. Investors will be listening for early user numbers at LlamaCon and any hints of ad integration or subscription tiersplus whatever comes out of June’s F8 conferenceto see if Meta AI can really stick.

This article first appeared on GuruFocus.