Jérémie Eliahou Ontiveros / Semi-Analysis:
Meta could use its compute for its own models, ad scaling, SpaceX-like Neocloud offerings, and third-party model hosting; this could be close to an anthropic agreement—Zuck takes plan B? SpaceX 2.0, Bedrock 2.0, MSL don’t give up, multiply RecSys by 10… The ClusterMAX ranking is coming soon?