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Arthur Li's avatar

Ah rumor says that the composer model is a Chinese model. And you should really put the MiniMax m2 first. It is such a great model. Better than full sonnet 4 same as opus 4.1. You should definitely try it out in Claude Code. It is wild

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R L's avatar

Meta's announcement that 2026 capex will be 'notably larger' than the already staggering $72 billion for 2025 suggests they're doubling down despite the 6% stock drop, which actually signals conviction rather than concern. The market reaction seems short-sighted when you consider that AI infrastructure buildout is essentially a land grab for the next decade of compute dominance. What's interesting is how this spending compares to the metaverse investment cycle, where Zuckerberg faced similar pushback but ultimately the market questioned the product-market fit rather than just the spend itself. If Meta can demonstarte clearer AI monetization pathways than they did with VR, this capex cycle could look prescient in hindsight.

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