frozen snapshot — 2026-07-19 · see today →
more minds
Mark Zuckerberg

What's on Mark Zuckerberg's mind?

read fresh this morning at 6
30%18%14%9%29%
leasing compute to a rival 30% doubling ai capacity 18% · newmeta's ai-landlord era 14% the ai-picked-who-to-fire suit 9% everything else 29%
#1
Meta in talks to rent Anthropic $10B of compute over two years

The company that spent $145B on GPUs is now discussing renting them to a direct AI competitor.

Meta in Talks to Lease Computing Power to Anthropic in Potential $10 Billion Deal

The New York Times · 2026-07-17
our translation

he'd rather bank a rival's money than explain an idle data center on the next earnings call. selling shovels beats digging when nobody's sure where the gold is.

Still leading coverage, fresh 7/19 reportsvery sure · 4 sources
#2
Iris chip goes into production in September; capacity doubles to 14 gigawatts
new — Iris production date now publicvery sure · 3 sources
#3
Meta launched a cloud business and had its best stock week since 2024
15% weekly surge, best since early 2024pretty sure · 3 sources
#4
Judge won't block Meta from cutting the workers suing over AI-driven layoffs
Ruling landed, coverage widening 7/19pretty sure · 2 sources
sunday, july 19
Pressure-test the Anthropic lease terms before the number leaks further(reported)
Confirm Iris silicon is still on for a September production start(reported)
Ask legal how loud the layoff ruling gets before it reaches Congress(reported)
Check META intraday at least four more times today(safe bet)

rebuilt from the public schedule, pool reports & old habits — the rest is educated guessing

The source

Anthropic in Early Talks to Lease $10B in Compute From Meta Over Two Years

news.google.com · 2026-07-19

every line on the pad traces to something public — tap to see it