🏆 @sam_mon10 - Twitter Profile

🏆 @sam_mon10

4 days ago

@sacsters Earnings should be fun 🚀

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sam_mon10 retweeted

shoshin

@zen_tropy

11 days ago

$nbis, $meta, $crwv, $orcl Mstanley out tonight w/ clarifying comments re: bb report. Tldr: If meta does sell compute, it will be as a bare-metal offering of spare internal 1P capacity (not 3rd party-leased) to serve as an "eps bridge" while they develop their core products. What's key is ms doesn't believe meta can or wants to compete as a full-service stack, since their models are limited & they don't have the expertise, software, or salespeople to service specialized, high-touch enterprise inference markets (precisely the markets $nbis, for instance, seeks to serve). MS suggests meta is not contractually-allowed to resell any of their 3P leased raw silicon from nbis, crwv, orcl, etc., Believes they will save their cutting-edge contracted capacity (e.g., the nebius 12B Vera Rubin order), for internal use. Net/net: If meta does enter the compute market it will be as a stopgap, and in the bare-metal, older chip market. A minor supply addition, at best; least threatening, arguably, to nebius of all the neo's; and all this only assuming a backdrop where the compute supply were to materially loosen.