Meta has the ads and stable cashflows but Llama still lags behind the top frontier models. OpenAI has the leading LLMs but needs huge capex and faces more risk without a steady revenue engine (compared to big tech with more stable cashflows like Google and Amazon)
Feels like an inefficiency in the system? One has the cash and the other has the tech.
Similar logic can apply for a merger between OpenAI and a cash-generating company at the risk of AI disruption like Adobe and Hubspot.