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Cheeky Pint · Bootstrapped & Indie SaaS · October 2026
Zuckerberg on whether the $100B+ compute commitment behind Muse Wonder was as risky as it looked. His argument: if Meta's models disappoint, the gigawatt clusters can still be rented to others, so the downside only bites if AI as a whole fails.
…the numbers are big, but I think— John Collison Meta has a backstop in terms of how it can use compute. Mark Zuckerberg Yeah, so I think there's 2 things. One is if AI works overall, plenty of other people want all our compute. John Collison Right? Mark Zuckerberg So they're willing to pay, like, I mean, if like the cost is whatever, $15 billion a gigawatt, we could get like a lot more for that. So I think that you, in order for it not to work out, it's not just that we have to fail, AI overall has to fail. John Collison Yes. Mark Zuckerberg And then even if that happens, we still have all these other uses to productively use compute. So in the grand scheme of things, we were definitely building out this compute for inference ahead of knowing that the product was going to be ready. John Collison But you were AI-pilled enough that you said GPUs online and powered will be useful to someone. Mark…