Maybe Zuck should double down on his "spoiler" role with models rather than compete head-to-head.
He doesn't have to match Anthropic or OpenAI model revenue if he can deflate theirs by 99%.
All he has to do is keep spending a few billion dollars developing frontier models, release them as open weights, and turn coding models into a commodity. He also needs a good OSS reference harness to match. Very few people are in a position to do this and for it to make business sense.
That's quite likely where things are headed regardless, and he could speed it up significantly.
We should all hope models move from proprietary products to commodities the way compilers did.
This may be one of the best things Zuck could do for the world.
If he deflates their revenues, who is going to rent the compute from Meta?