Matt
@mattmvinson
family office / probably too online
1.6K Following 2.5K Followers
Meta having:
- frontier lab + talent
- SOTA model
- $50b/yr in FCF to fund compute buildout
- IG credit rating (70bps spread) if they want to fund more than $50b/yr
- distribution to 4bn ppl
- organic data in from 4bn ppl
= lower mkt cap than Anthropic IPO price
Ok.
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