메타가 칼을 갈고 돌아왔습니다. LLM의 가격 경쟁에 판을 키웠습니다. 본업이 없는 OpenAI와 Anthropic은 어떻게 될까요?

On July 1st, a single Meta news report caused Micron to drop 10% and triggered a circuit breaker on the KOSPI. It was the fear that "computing is overflowing." However, an internal Meta memo leaked eight days later contained the exact opposite. And on the same day, Meta made another announcement that no one paid attention to. This video is divided into two parts. ━━━━━━━━━━━━━━━ Part 1 · The Misconception of Computing Oversupply · Zuckerberg Never Said "There Is" — How a Conditional Clause Was Read as a Conclusion · Why Chipflation Is Real (16 Take-or-Pay Cases in Micron 10-Q) · Why Apple, MS, Sony, and Nintendo Raised Prices in the Same Week Part 2 · Meta Joins the Price War · Muse Spark 1.1 — Meta Puts a Price on Its Own Model for the First Time · The Real Weapon Is API Compatibility, Not Price · Those with a Core Business vs. Those Without — Who Will Last Longer? ━━━━━━━━━━━━━━━ 📊 Key Sources (Primary Sources First) · Reuters Exclusive — Meta Internal Memo (July 9, 2026) · Meta 2026 Q1 Earnings Report and Earnings Call (SEC 8-K) · Micron Form 10-Q — Strategic Customer Agreements (SEC EDGAR) · Meta AI Blog — Muse Spark / Meta Model API (2026.07.09) · Official API Rates (OpenAI · Anthropic · Google · SpaceXAI) · CNBC / Bloomberg / Fortune / Crunchbase H1 2026 Reports ⏱ Timestamps 01:16 Start of Part 1 06:35 The Source of the Fear of Idle Computing? 09:39 Timeline of the Fear Initiated by Meta 15:34 Start of Part 2 18:35 Timeline of Price Competition 21:59 Team Leader Song's Thoughts 💬 To Coders & Developers: We would appreciate it if you could share your experiences of actually switching model APIs in the comments. 📮 Weekend stock market reports are sent via membership. #USStocks #NASDAQ #ETF #BeginnerInvestor #LongTermInvestment #QQQ #QLD #TQQQ #BigTech #EconomicOutlook #WesternStockAnts #Meta #openai #anthropic