Meta is now moving into Neo cloud to supply other AI providers. Should they focus on their models

Is Meta moving to compute smart risk management or have they given up on frontier models and even when Matt is talking about pricing aggressively on the model layer as a saying because they know that they've got this compute layer which is almost by almost guaranteed to be a high high margin business if you can get the capacity it it's it's it's it's it almost feels like a no-brainer it gives them the, you know, the fungibility, that's what they talk about. Really, it's just it gives them the flexibility that, fine, if they go and deploy a model that don't work, or, you know, they then have some idle capacity they can make a lot a bunch of bread off it. So, it's almost you can almost see it as risk management, you know, hedging against the risk of models not working. One thing about Mark is he is a smart capital alligator he he he you know went and had his attack at Apple about not innovating. A lot of people are leveraging the same questions at him saying where's the Meta innovation? But one thing you cannot argue about with Marcus he is an expert capital allocator. Acquisitions, building the ecosystem, using that to get to 3 billion, effectively profitable users. You got to put respect on his name. The metaverse though, oh haha. This is what they do. They, think because listen, when you innovate some things are gonna flop. Everyone knows that, man. Some things are gonna flop, man.