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The $MEAT whitepaper v2 (2026). Zuck has not deviated from the roadmap.
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The $MEAT whitepaperView quoted post on X
Meat
Verified account This account is verified. Learn more@MeatMETAc
All things Meta. Meat, memes and $META.
Our treasury holds META stock.
$MEAT on Base
CA: 0xa9f56fb9b3e02df8d36c67f12d4d03919250fee1
Our treasury holds META stock.
$MEAT on Base
CA: 0xa9f56fb9b3e02df8d36c67f12d4d03919250fee1
38 Following 298 Followers 471 Posts
Latest posts 5
0:14
Buying a tokenized stock on Base can be as easy as ordering a takeawayView quoted post on X
After Tuesdays election results everyone’s overly concerned that data centers and AI growth will come to an end. This is less of a concern for $META than people think.
The next governors of Texas, Ohio and Georgia all campaigned on some kind of pause.
Texas is the big one for Meta. They have a 1 GW campus going up in El Paso in conjunction with BlackRock.
Governor elect Hinojosa wants to pause new permits until new laws pass that ensure residents are protected and end the sales tax break data centers get. Projects already under construction look like they keep going.
Meta was already prepared for this. In July filings we saw for the first time risk language about "shifting public sentiment toward data center development" at the state and local level and warned higher taxes on its data centers could raise costs.
Long term leases are already locked in. Meta's signed infrastructure leases that haven't started yet went from $104B at the end of 2025 to $355B by September. El Paso and Hyperion in Louisiana are joint ventures where BlackRock and Blue Owl own 80% and Meta leases them back.
In Ohio the first phase of Prometheus is running. Meta got ahead of the power bill fight there with 20 year deals to buy power from two Ohio nuclear plants and by prepaying for a new Oklo nuclear campus, which would be the first new nuclear power in the state since the 1970s. Meta says it pays the full cost of its power so households don't get stuck with it.
TLDR: Texas is the biggest exposure with Ohio being a distant second. What’s already built or signed looks mostly protected and Meta was already preparing for this well before Tuesday.
The next governors of Texas, Ohio and Georgia all campaigned on some kind of pause.
Texas is the big one for Meta. They have a 1 GW campus going up in El Paso in conjunction with BlackRock.
Governor elect Hinojosa wants to pause new permits until new laws pass that ensure residents are protected and end the sales tax break data centers get. Projects already under construction look like they keep going.
Meta was already prepared for this. In July filings we saw for the first time risk language about "shifting public sentiment toward data center development" at the state and local level and warned higher taxes on its data centers could raise costs.
Long term leases are already locked in. Meta's signed infrastructure leases that haven't started yet went from $104B at the end of 2025 to $355B by September. El Paso and Hyperion in Louisiana are joint ventures where BlackRock and Blue Owl own 80% and Meta leases them back.
In Ohio the first phase of Prometheus is running. Meta got ahead of the power bill fight there with 20 year deals to buy power from two Ohio nuclear plants and by prepaying for a new Oklo nuclear campus, which would be the first new nuclear power in the state since the 1970s. Meta says it pays the full cost of its power so households don't get stuck with it.
TLDR: Texas is the biggest exposure with Ohio being a distant second. What’s already built or signed looks mostly protected and Meta was already preparing for this well before Tuesday.
Who really believes that the US will ban data-centres, stop AI in its tracks and allow other nations such as China or Russia to become AI superpowers?View quoted post on X
Not going to happen.
Grand Theft $META
Mission 1: The Election Day Heist
Mission 1: The Election Day Heist
Meta may have pulled off the best-timed bond sale of the AI era.View quoted post on X
They sold $25 on Election Day, hours before a blue sweep threatened ~50% of planned US AI data centres.
Since then tech spreads have widened all week, AI CDS are at record highs & $2.3T wiped off equities.
It still cost Meta though.
The 2056 bonds priced 0.9% wider than April.
Maybe investors aren't too happy to lend money for 30 years to buy chips which are obsolete in 5-6 years 🤷♂️
Meat memes, BBQ games.
Zuck is prepping us for a Meta restaurant chain.
Zuck is prepping us for a Meta restaurant chain.
Playing around with spaces in Muse lately -- tell Muse what you need and it builds it.
I've made a BBQ game, an event tracker, and a home control dashboard.
Excited to see what you build.View quoted post on X
