Zuckerberg Admits Meta Lacked AI Certainty on $200 Billion Bet
THE SO WHAT
Meta openly framing hundreds of billions in AI infra as a pre-certainty bet normalizes mega-capex as table stakes for consumer AI platforms. For everyone else, it reinforces the split: you either ride these hyperscaler stacks or find narrow, capital-light niches where you’re not competing on raw spend.
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