vessenes and rvz kind of sum the idea I think they're going for to me. AI has no moat, but many players are in denial about this still. Microsoft and other mig

vessenes and rvz kind of sum the idea I think they're going for to me. AI has no moat, but many players are in denial about this still. Microsoft and other might have tight enough control they can use a product dumping strategy to get people dependent upon their implementation such they can start charging, but that isn't a delusion Meta can have. That max revenue license they used with the models seemed fairly clever to me. It will seed the environment with players that base their product on Meta tech in return for them being born with a poison pill preventing their use by big players (other than Meta) buying them. This is a long term play that may not really work but it creates the potential for big opportunities. And even if it doesn't work out, denying easy wins for their powerful competitors might be worth the price on its own.