A few thoughts on the $META AI model's progress, because I think it is significant. 1. It does seem that $META has now leapfrogged $GOOGL in model quality when it comes to Muse 1.2 for many use cases, which is very surprising given the timeframe. 2. This is still the "Muse Spark" family of models; $META already told us that bigger and more capable models (Watermelon) are coming. Given Muse Spark 1.2's performance already, the Watermelon family should be in the Fable category, which is impressive. 3. It does seem like $META is finally on a product scaling velocity curve (so the scaling foundations of their lab are set after 1 year of overhaul). And the shipping velocity is very good (3 releases in 4 months). 4. Given the recent rumored price hike of DeepSeek (if you use DeepSeek directly), it is clear that having enough compute to serve customers is critical. It doesn't help you if you have a great model, but most can't use it. $META is one of the few companies with compute capabilities comparable to, if not larger than, those of Anthropic or OpenAI.