> They need to their eyeballs and not lose them to OpenAI, Anthropic or Google.

At this point I'm not sure how they could 'lose eyeballs' to those 3. There doesn't seem to be any kind of market overlap. Unless we're talking about the very abstract sense of doing _anything_ other than use a meta product is a potential lost eyeball in which case you might as well add the national park system to the list of people they can't lose to, and I don't think that's a useful way to talk about the cost/benefit of Meta's ai spending spree.