Evans: Zuckerberg's plan to resell excess AI capacity is flawed
Benedict Evans · AI Eats the World: Benedict Evans on the Next Platform Shift · Dec 12, 2025 · at 17:23
Benedict Evans criticizes Meta CEO Mark Zuckerberg's assertion that tech giants can simply resell surplus AI compute capacity if they overbuild infrastructure.
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“I saw a slightly strange quote from Mark Zuckerberg saying, well, if it turns out that we've over invested, we can just resell the capacity. And I thought, let me just like stop you there, Mark, because if it turns out that you can't use your capacity, everybody else is going to have loads of spare capacity as well. All these people now who are desperate for more capacity, if it turns out we can get the same results for hundreds of the compute, That will be true for everyone else too, not just you.”
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