Many users criticized Meta's infrastructure bloat and over-engineered AI solutions for wasting billions through poor culture and narrow focus, while a few expressed optimism about future leadership changes.
Based on 9 visible X reactions from 14 accounts; directional sample.
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@SemiAnalysis_ This is what you get when you have SW guys running HW teams. Meta' current culture almost reminds me of $MSFT during the Ballmer days. Stack ranking, politics, and organizational rigidity. Meta has it all. Did they not learn from this?
@dylan522p Relax man! David Brown (ex SVP AWS) will make META the best hyperscaler/neocloud! $meta stock will be $2000 next year around this time. CC: @alexandr_wang @finkd
@SemiAnalysis_ Damn bro last week you had them as your dark horse. Now dead horse
@dylan522p Narrow optimizations that lose sight of the whole picture always cost more in the end.
@SemiAnalysis_ Thanks for highlighting. Cc @finkd, pls fix quickly 😂 💪🏻
This is a public cry to not waste the silicon and have better AI infra Rivos, DSF, Grand Teton, Ariel and the cut-down MI450X were defensible on some narrow metric that a group inside Meta Infrastructure was optimizing for, but each was a poor decision for the company as a whole.
Meta’s Infrastructure Team Needs A Culture Reset Meta Infrastructure has become bloated, with middle managers expending resources on over-engineered solutions that lose sight of broader organizational needs. This culture issue is costing meta billions https://newsletter.semianalysis.com/p/metas-infrastructure-team-needs-a
Many users criticized Meta's infrastructure bloat and over-engineered AI solutions for wasting billions through poor culture and narrow focus, while a few expressed optimism about future leadership changes.
Based on 9 visible X reactions from 14 accounts; directional sample.
Ask a question below.
Published answers will appear here.