Carl Yeh

And

I wonder what the rest of the 90% of Reality Lab staff who are remaining at Meta, will they probably moved into Meta Ray-Ban, the glasses, probably reintegrated into their AI teams.

So that's, yeah, it's pretty significant.

Do you think that they are... I'm sure they're under pressure with the amount of money, but is it nothing... You know, there's a nothing to lose attitude or...

the models they come up with better be somewhat, not even somewhat competitive.

I mean, like they have to be pretty competitive because if they're not, is that kind of it?

Like, cause with a llama for flop, all the money they poured into and then all the news surrounding all the issues, you know, the issues with the on the coon, the issues with like, even them purchasing madness, which is,

Interesting.

Yes.

So how does all that, you know, the environment that they've kind of put themselves in, if whatever they produce doesn't pan out or isn't adopted well, like what, what, what is the, what's the direction?

Like you're paying these people, uh,

Well, they are doubling down, right?

So I think their infrastructure chief, Santosh Jenarvan, they have encrypted $600 billion into U.S.

infrastructure spending by 2028 and lopped down a 20-year nuclear power agreement for its data centers, right?

Yes, exactly.

So it would be – we can't write them off, but it's sort of like, you know, they made the commitment.

They have, like, the former –

Trump national security official, Dina Powell, McCormick will handle, will be probably pretty much their government relations person.

Right.

So they have that.