Patel reveals Meta has code called PowerPlant node blowup that runs fake matrix multiplications to stabilize grid power.
“Meta, they accidentally open sourced this code. It's literally called PowerPlant node blowup. It's a flag.”
Patel says Meta is building two gigawatts of capacity in Louisiana powered by natural gas.
“They they uncensored politics. There's a bit of massive vibe shift. One of the things they're doing is, like, they're setting up two gigawatts.”
Patel predicts Meta's upcoming Llama will achieve similar cost decreases to DeepSeek v3 without causing alarm.
“And Meta's Meta's gonna release their new llama soon enough. Right? And that one is gonna be, you know, a similar level of cost decrease,”
Patel identifies a major shift in Zuckerberg's strategy toward pursuing superintelligence recently.
“He was chasing like AI is good and great, but like AGI is not a thing that is gonna happen soon. So sort of this is a big shift in strategy”
Patel reports hearing Meta offered over one billion dollars to a single OpenAI researcher.
“I've heard a number for someone over 1,000,000,000 actually, for one person at OpenAI. But anyways, you know, it's a ridiculous amount of money,”
Patel claims Meta offered over $1 billion to one OpenAI researcher as retention or acquisition offer.
“And you said $100,000,000 I've heard a number for someone over 1,000,000,000 actually, for one person at OpenAI. But anyways, you know, it's a ridiculous amount of money,”
Patel directly contradicts Sam Altman's claim that no top researchers have left OpenAI for Meta.
“As far as Sam is saying that no top researchers have gone, I don't believe that's accurate. I initially the top researchers definitely did say no, the best researchers, the best people.”
Patel explains how MOE routing works and how some of Meta's experts weren't being used at all.
“And and each expert learns its own independent things and it's like really not something observable by people. But what you can see is tokens when which experts do they route to?”
Patel reveals Meta is building temporary tent structures to house GPUs because permanent buildings take too long to construct.
“Meta is literally building these, like, temporary, like, tent structures to put GPUs in because building the building takes too long, and it takes too much labor, as you mentioned labor.”
Patel reports new Trump tax bill allows year-one GPU depreciation, worth $10 billion annually to Meta alone.
“the new the new Trump, you know, tax bill institutes something really incredible, which is that you can depreciate all of the GPU cluster cost in year one, which we put out, like, a note about how, like, the tax implications to, like, meta are, like, $10,000,000,000 a year. And across each of the major hyperscalers, it's, like, massive.”
Patel says new Trump tax bill allows year-one depreciation of GPU clusters, saving Meta ten billion dollars annually.
“If Jensen was here, you know, I think I think he has a massive, massive balance sheet. Right? Jensen does.”
Patel describes Meta's temporary tent-like data centers designed for single GPU generation lifecycles instead of 30-year buildings.
“Meta has got a data center design that's only built to last for a single generation. They put them in these tent buildings.”
Patel says OpenAI and Meta run NVIDIA GPUs at lower power to fit 10% more chips despite worse TCO.
“Even though it's terrible on a TCO basis, they were able to get, you know, 10% more GPUs in, and it's great. And Meta has done similar.”
Patel names Meta, Oracle, and OpenAI as public customers adopting AMD's MI450X Helios platform.
“There's there's quite a bit of, public customer traction, Meta, Oracle for OpenAI, and there's many other customers who are who are looking to adopt it.”
Patel argues Meta could pay 8% interest rates versus current 5-6% because compute returns are enormous.
“So why wouldn't interest rates Yep. For Amazon go from, you know, from where they are today? I think Meta pay okay, let's like so this is going be extremely lived out.”
Meta reportedly represented 10 percent of Anthropic's revenue while extracting far more value through ad optimization and engagement gains.
“Meta, who at one point was rumored to be as much as 10% of Anthropic’s business, they’re generating way more efficiencies by optimizing their ad algorithms, getting engagement time 5% longer, all these things,”