Each layer feeds the next. Control one, you’re dependent. Control all, you’re a platform.
Layer 1: Applications — The Demand Engine
- 3.58B Daily Active People
- Captive AI workload demand at scale
- Every feed refresh = AI inference
- Guaranteed utilization no hyperscaler has
This isn’t just distribution — it’s DEMAND
Layer 2: AI Models — The Llama Ecosystem
- Meta AI: 1B+ monthly active users
- Advantage+ Ads: $60B run rate
- Reels: $50B+ run rate
Open source as ecosystem play, not charity
Layer 3: Compute — Trading Desk Approach
- Meta Compute: $100B+ managed
- Daniel Gross: commodities trading approach
- Hedging power & hardware volatility
AI compute as financial instrument
Layer 4: Custom Silicon — Breaking Nvidia
- MTIA + Rivos Acquisition
- Custom inference chips (not training)
- Optimized for Meta’s specific workloads
Vertical integration to the transistor level
Layer 5: Data Centers
Largest infrastructure investment in tech history
Layer 6: Energy
- 6.6 GW Nuclear secured
- Largest corporate nuclear commitment
Solving the ultimate constraint: raw power
Layer 7: AI Wearables
- Ray-Ban Meta
- AI-first approach, edge inference
- Luxottica distribution
The pivot that finally found product-market fit
This is part of a comprehensive analysis. Read the full analysis on The Business Engineer.
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