SemiAnalysisArticle
Meta Superintelligence – Leadership Compute, Talent, and Data
The Scale AI stake at that valuation is the real signal: Meta is buying data pipeline control rather than just poaching researchers, because its models have lagged despite unlimited budget. For investors, this reframes Scale AI as a strategic asset rather than an independent labeling vendor, and raises the question of who else needs a similar deal. For builders, it's a reminder that data supply chains are now as contested as GPU supply chains.