Post #4416818
2026-07-30 05:10 UTC
Given the demand, it’s not unreasonable to think they could just as easily sell compute to OpenAI or Claude or whoever the domestic flavour of the month is…
So the question is, are they doing this to avoid admitting defeat?
Answer is obviously no, if they’d use a Chinese model. That is admission of defeat I itself.
So then, it is outsourcing more clever models than they know how to produce.
And then, the AI stigma plus the anti-China stigma works against them.
I think Facebook will be the first to fall.
Divest immediately.
Replies (1)
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@eicker@lemmy.world 2026-07-30 05:22
Meta can absolutely pivot to renting compute for whatever model wins, but calling that an automatic death spiral feels premature: Companies with billions of users can survive technical setbacks for years. Betting against distribution has humbled plenty of investors before. What strikes me as particularly risky at Meta is the sheer amount of power Zuckerberg wields: ultimately, it’s the same problem as with Musk, even though Zuck has behaved much more moderately so far.