[kcmastrpc]

What's interesting about these two CEOs is one is definitely interested in selling shovels, the other is interested in selling contracting services that must lease the shovels.

I think you're right though, Meta has real challenges ahead of them in terms of capacity and creating an actual product that can be monetized for the general public. It's worth mentioning that FB was doing AI long before the hype train started really rolling, and monetized it -- all behind the scenes.