SemiAnalysis7/11/2025

Meta Superintelligence – Leadership Compute, Talent, and Data

Dylan Patel
Meta Superintelligence - Leadership Compute, Talent, and Data AI Datacenter Titanomachy, "The Tent", AI Data and Talent Wars, Zuck Founder Mode, Behemoth 4 Post-Mortem, OBBB Tax Windfall, AI and Reality Labs Meta’s shocking purchase of 49% of Scale AI at a ~$30B valuation shows that money is of no concern for the $100B annual cashflow ad machine. Despite seemingly unlimited resources, Meta has been falling behind foundation labs in model performance. The real wake-up call came when Meta lost...