[edmundsauto]

This interpretation is heavily based on the journalists choice of words designed to create drama. If Meta can recreate this success in llama, they just cut their power bill by 80+%. That deserves jumping on something immediately and not waiting for next half’s planning cycle.

Spun differently - Meta just reacted to take advantage of a new opportunity in just a couple of weeks. Completely reshooting an entire years worth of work for dozens of engineers. That sounds… appropriate? For an announcement big enough to chop $600M off nvidia market cap.

Come to think of it, I wonder how much meta spends on AI power. 80% of that number could be a billion dollars.