O'Driscoll: Meta and SpaceX rented compute after failing to build AI assets
Rory O'Driscoll · Enterprises Fear Frontier Models | Sam Altman Offers Trump 5% of OpenAI | DeepSeek Builds Own Chips · 20VC with Harry Stebbings · Jul 9, 2026 · at 34:33
Rory O'Driscoll is a General Partner at Scale Venture Partners. He is analyzing Meta's launch of Metacompute to rent out excess AI infrastructure.
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“Two companies Have done the same thing, which is buy a load of compute to build proprietary assets, fail to build those assets, and then bring that, and then decide instead to sell that compute to others, and both of them have had a very positive market reception from that, right? And one of them is SpaceX, obviously, and then the other obviously now is Meta.”
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