Meta's potential compute rental deal with Anthropic is discussed as a form of co-opetition, a historical trend in the tech industry where companies cooperate and compete simultaneously.
Source Post
Should Meta Rent Compute to a Rival? ($META) | Buy Hold Rant Ep. 49
Jul 23, 2026
The creator discusses the potential for Meta to rent compute power to competitors like Anthropic, drawing parallels to historical tech industry co-opetition where companies cooperated on some fronts while competing on others. The creator believes such deals can work long-term, even in abundant compute environments, as they can be mutually beneficial.
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