Discussion

• @mratable MrRatable on x

  They will make sure your employees are spending enough time on Reels during lunch break

• @matt_slotnick Matt Slotnick on x

  when you see the enterprise apps TAM chart in the SpaceX S-1:

• @simonkhalaf Simon Khalaf on x

  FDE is the new Crypto

• @edzitron Ed Zitron on x

  Meta is washed. This organization makes 99% of its revenue from ad sales! What possible experience do you have selling AI models or infrastructure? Unbelievably washed [image]

• @dwlz Dan Loewenherz on x

  I'm asking the company name change gods to give Meta one more chance. Please let them do it again.

• @jyoti_mann1 Jyoti Mann on x

  Scoop: Meta's new enterprise solutions org will place forward-deployed engineers inside large corporate customers to drive adoption of its AI tools.

• @supbagholder @supbagholder on x

  Meta Conversations Event on June 3rd btw :)

• @capexandchill @capexandchill on x

  A lot was said at the $META AGM. Meta might build its own cloud service to compete directly with companies like AWS and Azure. External companies regularly ask Meta if they can purchase its computer infra or use its API service at a premium price. Meta has not sold this computer …

• Kelly Stonelake Kelly Stonelake on linkedin

  This morning, I spoke at Meta's annual meeting in support of Proposal 10, which asks Meta's board to publish a report assessing the feasibility …

• @edzitron.com Ed Zitron on bluesky

  We will know we are at the top when Meta sells compute capacity to Anthropic [embedded post]

• @ok_post_guy @ok_post_guy on x

  If meta has overbuilt data centers to the point where they're looking to sell cloud computing services the marginal price for cloud computing will be essentially worthless

• @edzitron Ed Zitron on x

  Hahahahaha they're so screwed

• @dowdedward Edward Dowd on x

  Why would they have excess capacity? 🤔

• @dee_bosa Deirdre Bosa on x

  This is... not a bad outcome? The fallback plan for every AI lab is turning into a cloud provider. Just happens faster if you don't have a dominant model

• @kakashiii111 @kakashiii111 on x

  Meta? Overspending on data centers? Who could have predicted this?

• @quinnypig Corey Quinn on x

  The AWS origin myth was “we had spare retail capacity, so we rented it out.” Twenty years later, Zuck is pitching the same story with H100s instead of warehouses. Reserved Instances, done in faster motion and with worse margins.

• @edzitron Ed Zitron on x

  We'll know we will hit the top when Meta sells compute to Anthropic

• @deredleritt3r Prinz on x

  Mark Zuckerberg: Meta starting a cloud computing business is “definitely on the table”. Meta hasn't done this yet because “we think that we have a use for the compute”, but if Meta ever feels that it's overbuilt, it's “an option that we have”. [image]

• Ron Miller Ron Miller on linkedin

  Zuckerberg suggests Meta could get in the cloud computing business if it overbuilds infrastructure for AI.  There are so many flaws with this idea. …

• @booktweeting @booktweeting on bluesky

  wave of the future, we naysayers gonna be left behind, it's inevitable [embedded post]

• @mukund M Mohan on x

  Did $META not try this with Facebook for enterprise. Like a Slack competitor a decade ago. They won't learn.