How fast Meta can actually ramp their $600 billion (?) CAPEX plan? Hyperscale has looooooooong lead times. What do they do in the interim when every new employee has been promised their own personal cluster? The good news is 2028/9 timeframes give Meta more time to figure out how personal superintelligence might contribute be a business. The bad news is the world will change a lot in three or four years.They Don’t Have the Energy There are questions about whether they have the money. And questions about whe ...