Post by Supreme Bagholder on X
Supreme Bagholder@SupBagholder
XMeta’s AI story is fundamentally different from the hyperscalers.
When growth inevitably slows, cloud players (already ~30% margin buisinesses) will compete aggressively on price to defend market share. AI will becomes a margin compression story.
Meta is the opposite.
189 likes13 repliesPosted Apr 29, 2026