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00:55
May 06
SemiAnalysis Weekly
Ep. 011 - GPT 5.5 vs Claude 4.7: OpenAI's Comeback From the Brink (Tokenomics)
META 1ST ▾
Max Kan
Meta's compute advantage will widen gap.
Meta will pull away from Chinese AI companies like DeepSeek and Kimi because they have a massive compute advantage, having signed huge deals and rebuilt their AI team, and the amount of compute is a key input to model quality. This gap will become evident in the second half of 2026 or first half of 2027.
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