Comment by nl

The SemiAnalysis piece on this is long but very much worth reading:

> The company appears burdened by far too many disparate groups that are over-optimizing for certain metrics as opposed to delivering usable technology for the company as a whole.

> And because Meta has a reputation for throwing money at problems and executing at high speed, these U-turns end up becoming more costly versus other companies that take a more disciplined or conservative approach. Suppliers also lose faith when given design wins are later cancelled. This has lead to less supply chain prioritization on new designs. Some suppliers favor focusing on Amazon or Google designs due to Meta’s frequent reshuffling.

> Few inside Meta’s chip division have a full understanding of why the company bought Rivos in the first place, and those who championed the deal internally have since gone quiet.

etc etc

It goes into a lot of depth.

https://newsletter.semianalysis.com/p/metas-infrastructure-t...