Pacing is out the window. For it to work, every American lab needed to be on board, Mark Zuckerberg has repeatedly made it clear that he is not interested. One defection among US labs breaks it all, as the others will be forced to accelerate or get passed. Mark has a staggering amount of compute and has been all in on compute capex for years; even in the face of some investor opposition he never stopped building his infra once. He said on the the earnings call a couple of years ago that he'd…