They Aren't Renting Compute Power; They're Buying Seats at the Gambling Table

This feels like an absurd metaphor: two companies that seem diametrically opposed—one being the standard-bearer of the open-source LLM alliance, the other the vanguard of the closed-source camp—suddenly sitting at the same table discussing a $10 billion deal. Anthropic wants to rent Meta's compute capacity, with a two-year contract worth $10 billion, paid monthly, and both sides have the right to flip the table at any time.