Meta's strategy feels all over the place. Is the Neo cloud business the way forward?

Meta's strategy feels all over the place. um there's another compute deal happening and it seems that there's another cloud business that's about to appear onto this this market. so you know for those who don't know it's another multi billion dollar uh announcement that meta is effectively creating its own clouds and AI compute business that is gonna rent out to other it's not exactly clear who their customers are going to be you can assume it's gonna be some some combination of the hyper skaters and and enterprise in general so I mean we've talked about you know SpaceX doing something similar Google doing something similar but what was your what was your reaction I think yeah I wanna get a take because I think that is a little bit less clear on what their AI strategy even is in the first place versus the others so yeah I wanna hear from you when you read that what your what was your reaction. yeah generally I felt I wasn't sure how to feel about today. I just thought about someone. it it it feels a little bit Meta strategy right now feels a little bit all over the place. and it kind of seem like they're just trying to see what sticks. like they're not they're not really sure what sticks and you can see from the whole conversation we've had around meta, generating in the space from um trying to even decide how best to train their models like it's 2026 and they're not even sure the best way to train their models