Meta 逆袭获 SemiAnalysis 盛赞，Spark 1.1 惊艳亮相

I do not think anyone saw this massive comeback from Meta coming. And now they are even receiving high praise from SemiAnalysis.

Just to be clear: I have the utmost respect for SemiAnalysis and Dylan Patel. They do truly outstanding research. And if they believe that Meta genuinely has the potential to take on OpenAI and Anthropic because of its compute, talent, and data, we should take them at their word.

What is more, Spark 1.1 has shown just how realistic that is. It seemingly came out of nowhere and surprised everyone. And that is good for all of us, provided it intensifies competition and forces Anthropic in particular to respond much more positively to its customer base. This is especially important because Meta and SpaceX are bringing cost effectiveness even more sharply into focus, while also putting pressure on OpenAI.