It doesn't give you a lot of confidence in like the strategy overall. They're signing these Neo cloud deals worth tens of billions of dollars. They're built, you know, spending hundreds of billions of dollars. And yeah, they can make the argument that these type of um like doing any type of NeoCloud deals themselves is just good business. It's it's just like how it's just the best way to get ROI today. It doesn't give you a lot of confidence that there's near-term products on the horizon for Meta that are going to be able to utilize that capacity themselves.
2mo ago
