👇 Something really big just happened.
Meta leased out its best GPU cluster to Anthropic—the contract is worth up to $10 billion. What does that mean? Meta’s own LLaMA still hasn’t beaten GPT, yet it turns around and sells its computing power to a competitor—selling not just power, but “shovels” with it.
Some people say Meta is smart—since it’s just going to burn money stacking compute anyway, why not just collect rent instead? Others say Meta is crazy—if Anthropic trains Claude 5 using your computing power, the first to fall will be you. Even more painful: the decentralized compute project $RNDR $FET
Today it’s just dropped straight down—are the big companies marrying their computing resources, while small projects still have a chance?
In this round, are you on Team Meta calculating the numbers, or do you think it’s basically breeding competition?
#Meta #Anthropic $RNDR
Meta leased out its best GPU cluster to Anthropic—the contract is worth up to $10 billion. What does that mean? Meta’s own LLaMA still hasn’t beaten GPT, yet it turns around and sells its computing power to a competitor—selling not just power, but “shovels” with it.
Some people say Meta is smart—since it’s just going to burn money stacking compute anyway, why not just collect rent instead? Others say Meta is crazy—if Anthropic trains Claude 5 using your computing power, the first to fall will be you. Even more painful: the decentralized compute project $RNDR $FET
Today it’s just dropped straight down—are the big companies marrying their computing resources, while small projects still have a chance?
In this round, are you on Team Meta calculating the numbers, or do you think it’s basically breeding competition?
#Meta #Anthropic $RNDR