SemiAnalysis (Dylan Patel) argues Meta is the only hyperscaler world-class at data, talent, and compute — best positioned to catch Anthropic/OpenAI. Two trades: long META (direct call) and long NVDA (inferred compute infrastructure beneficiary from SemiAnalysis Tokenomics Model projections).
originalhere are the AI compute projections from our new Tokenomics Model
Meta is the only hyperscaler/neolab on track to be world class at all three and therefore has the best chance at catching up with Anthropic/OpenAI