Meta building cloud business to sell excess AI capacity
1–10 of 67 posts
Re: Meta building cloud business to sell excess AI capacity
#2For one thing, I still don't understand Meta as a business. It seems like Zuck refused to accept owning a boring ad business and keeps trying to act like a tech business.
For another, this seems like a move that happens when the bubble pops.
The dotcom bubble went from having tons of business raising fortunes on the promise of business models the internet unlocks to having few internet businesses left at that scale and a bunch of unused fiber.
Now we're starting to see all the companies claiming AI products will make fortunes to them trying to sell unused hardware capacity.
Re: Meta building cloud business to sell excess AI capacity
#3For one thing, I still don't understand Meta as a business. It seems like Zuck refused to accept owning a boring ad business and keeps trying to act like a tech business. For another, this seems like a move that happens when the bubble pops. The dotcom bubble went from having tons of business raising fortunes on the promise of business models the internet unlocks to having few internet businesses left at that scale a…
He just has that much money and his 'whatever ecosystem this is' continues to work, it has to be a kind a playground for him.
He could invest in paying back society but he cares more about continuing his ignorance.
Just imagine how his ego got stroked when he was agreeing with trump like a bootlicker but still sitting at a table at the Whitehouse.
Even with this clown this has to count for something in his books.
Re: Meta building cloud business to sell excess AI capacity
#4For one thing, I still don't understand Meta as a business. It seems like Zuck refused to accept owning a boring ad business and keeps trying to act like a tech business. For another, this seems like a move that happens when the bubble pops. The dotcom bubble went from having tons of business raising fortunes on the promise of business models the internet unlocks to having few internet businesses left at that scale a…
The difference is the hardware will become obsolete in a few years, unlike the dark fibre (really, rights of way) that provided cheap connectivity for years after the crash.
Re: Meta building cloud business to sell excess AI capacity
#5For one thing, I still don't understand Meta as a business. It seems like Zuck refused to accept owning a boring ad business and keeps trying to act like a tech business. For another, this seems like a move that happens when the bubble pops. The dotcom bubble went from having tons of business raising fortunes on the promise of business models the internet unlocks to having few internet businesses left at that scale a…
Unfortunately he has too much cash since he owns some of the largest social networks and thus receives insane amounts of ad spend… this will not end soon
Re: Meta building cloud business to sell excess AI capacity
#6Excess AI capacity? Huh? Wait a minute does that mean they've built more data centers than there's demand for? Oh! How did that happen? Well, I'm a complete idiot, a layman, not even a developer, what do I know about economics and technology...
Re: Meta building cloud business to sell excess AI capacity
#7For one thing, I still don't understand Meta as a business. It seems like Zuck refused to accept owning a boring ad business and keeps trying to act like a tech business. For another, this seems like a move that happens when the bubble pops. The dotcom bubble went from having tons of business raising fortunes on the promise of business models the internet unlocks to having few internet businesses left at that scale a…
> For one thing, I still don't understand Meta as a business
Zuck got spooked by apple ads change a few years ago, which crashed the meta's stock to double digit. So Zuck is trying to own a platform. They want to be a version of openai selling ads
Re: Meta building cloud business to sell excess AI capacity
#8For one thing, I still don't understand Meta as a business. It seems like Zuck refused to accept owning a boring ad business and keeps trying to act like a tech business. For another, this seems like a move that happens when the bubble pops. The dotcom bubble went from having tons of business raising fortunes on the promise of business models the internet unlocks to having few internet businesses left at that scale a…
The difference is the hardware will become obsolete in a few years, unlike the dark fibre (really, rights of way) that provided cheap connectivity for years after the crash.
not if they completely crash manufacturing with their push for fascism; be more optimistic!
Re: Meta building cloud business to sell excess AI capacity
#9Excess AI capacity? Huh? Wait a minute does that mean they've built more data centers than there's demand for? Oh! How did that happen? Well, I'm a complete idiot, a layman, not even a developer, what do I know about economics and technology...
It’s a hard thing to measure right? Google under bet on demand for their AI infra and left lots of money on the table with Anthropic/ has to buy computer from SpaceX for awhile, Meta over built.
Re: Meta building cloud business to sell excess AI capacity
#10"Bubble? What Bubble? I don't see no steenkin' Bubble."