otherScore 55/100Watch
Meta reverses open-source policy, keeps flagship Llama models proprietary behind $145B capex push
“Under Wang, Meta pulled its flagship models back behind the wall. Those are the ones that used to hand to developers for free... Meta is spending $145 billion on capital projects this year, up from 72 and 1/2. Free models don't pay that back.”
Why it matters
Meta abandoning free flagship model releases is a structural shift in the open-vs-proprietary dynamic, and it directly ties to the need to monetize a doubling of capex ($72.5B to $145B).
Investment implication
Closures reduce free model competition for OpenAI, Google, and Anthropic; for Meta, it signals a push toward direct AI monetization to cover the largest capex ramp among hyperscalers — watch Meta's AI revenue disclosure.