Gravity

GROSS ~$196B/yr FY25 ad revenue — revenue-as-proxy, undeflated per board policy; no advertiser-ecosystem multiplier reconstructed (lower bound); no vassal dependents (Llama open-weight, not a rented platform)

med confidence · as of 2026-07-26 · about Meta

Sourced figures 2

kestrel board.yaml meta-ai gravity axis ~$196.2B/yr FY25 ad revenue
2025-12 med
kestrel board.yaml meta-ai gloss 'Imperial capex, no vassals' — buys legions (compute) but has conquered no structural dependents
2026-07 med

the working

Threads 7

Hyperscaler Capex open
Meta Capex developing
Where the Capex Lands open
Nvidia's Order Book open
In-House Silicon open
Meta Gas Pivot open
Dragonfly Return open

A claim is one metric we assert about a node — the value is the summary, this page is the receipt. Sourced from kestrel; supersedes-history not yet shown. Back to Meta.