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> If Meta wants to continue doing ML, and all the other cloud players jacked up their prices, that's gonna hurt Meta's operating costs

How so? Meta is not running AWS/GCP/Azure.

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They’re not, but there’s non-zero probability most R&D below a deep learning framework gets fully vertically integrated (or even aggregated in the short term) to just the big cloud players.

Give this time, and it will change.

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