Meta Compute is forcing a redraw of the AI competitive landscape. The old map was organized around model capability; the new map is organized around infrastructure control.
Everyone building on foundation models and renting compute
The Open Source Paradox
Meta open-sources Llama while hoarding infrastructure. This isn’t contradictory—it’s the Android playbook for AI.
If models are open, differentiation shifts to deployment scale. Meta can afford to commoditize models because it owns the infrastructure to deploy them.
The Strategic Question
Which tier are you in, and is that where you want to be?
Meta is betting that AI competition will be won at the infrastructure layer, not the model layer. The current landscape—where model labs capture attention and cloud providers capture revenue—may be transitional.
The endgame is vertically integrated infrastructure owners who control the full stack from silicon to applications.
Gennaro is the creator of FourWeekMBA, which reached about four million business people, comprising C-level executives, investors, analysts, product managers, and aspiring digital entrepreneurs in 2022 alone | He is also Director of Sales for a high-tech scaleup in the AI Industry | In 2012, Gennaro earned an International MBA with emphasis on Corporate Finance and Business Strategy.
