All said and done, it is a very expensive and balsy way to undercut competitors. They’ve spent > $5B on hardware alone, much of which will depreciate in value quickly.
Pretty sure the only reason Meta’s managed to do this is because of Zuck’s iron grip on the board (majority voting rights). This is great for Open Source and regular people though!
Zuck made a bet when they provisioned for reels to buy enough GPUs to be able to spin up another reels-sized service.
Llama is probably just running on spare capacity (I mean, sure, they've kept increasing capex, but if they're worried about an llm-based fb competitor they sort of have to in order to enact their copycat strategy)
Pretty sure the only reason Meta’s managed to do this is because of Zuck’s iron grip on the board (majority voting rights). This is great for Open Source and regular people though!