Meta moves into Neo cloud. Is this cause the compute is underutilized and no one uses their models?

So I think all in all is is is is probably the best situation, the best outcome from a bad situation. But it's not really where they wanna be, and I think if you ask them, if you ask Zuckerberg today, what would you prefer, frontier model or selling cloud compute? He'll tell you, yeah, give me frontier model. Genuinely, I think he's gonna say that, so my take. Unimpressed. I know when JB is unimpressed, John is unimpressed. Um, look, I think the the initial question that everyone asked at first is, you spent the last two and a half years telling us how constrained you are for compute. You are now saying you wanna sell excess capacity. How do we reconcile those two narratives? And I think