I think this is a really poor analysis of both plans. Google and Meta have had AI-specific research labs for almost a decade now; TPUs, Llama and Tensorflow/Pyt

I think this is a really poor analysis of both plans. Google and Meta have had AI-specific research labs for almost a decade now; TPUs, Llama and Tensorflow/Pytorch didn't materialize from nothing. They were part of a long-term, dedicated plan to explore AI capabilities. Both Google and Meta have Github accounts with thousands of open-source AI experiments. You don't have to ascribe a business strategy to that any more than you ascribe a business strategy to whatever wack technology Apple patents next. These companies are using their R&D to test new technology, it's not hard to believe they do it for kicks since they already write-off hundreds of non-product developments a year.