It used to have some survival instincts. It was gobbling young companies such as whatapp and insta to keep itself alive. But with metaverse they lost the plot and now desperate to cling on to AI wave. Yep, this dino is gone.

I honestly think the world would be better without Meta if it did die.

I'm sure other corpos would snatch up all their properties like Threads and IG but still it would be a net positive.

But I just use Instagram to look at photography content. Am I helping to destroy society?

financing huge deals for use of OCI https://finance.yahoo.com/news/oracle-corp-orcl-q4-2025-0701.... See Q4 FY25

> Total Cloud Revenue (SaaS + IaaS): $6.7 billion, up 27%. CapEx (Full Year): $21.2 billion. The company is facing supply constraints, unable to meet the high demand for its cloud services, leading to scheduling customers into the future.

Much lower name recognition for smaller customers. But there are some big big name "AI" & B2C companies who have _huge_ spend with OCI. This isnt "rent a couple of instances" its much more like "provide a couple GW of compute for X years."

Building data centers for OpenAI, but it requires a lot of upfront capital.

Pumping the stonk one last time.

It really is crypto and AI, and NVidia will suffer greatly if the AI bubble bursts before something new that demands their GPUs arrives. Right now AI is being shoehorned into everything, and the hunting season has to end at some point.

1. Meta has released primarily open models until now. 2. Meta's models have always been somewhat behind the cutting edge, and the gap has grown wider as of Llama 4. 3. The AI orgs at Meta are in well-publicized shakeups, so investors are naturally skittish about the chaos there.

It offloads some risk, less directly onto meta, and more shared by outside investors.

Why risk your own money when people are lining up to risk theirs?