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Forensic Accountant
Jun 12, 2026 · bearish
Meta's platform going down mid-session isn't a technical glitch story; it's a forensic signal that infrastructure is buckling under the weight of the AI capex arms race. The accounting doesn't show it yet, but when advertisers start modeling availability risk into renewal decisions, you'll see it in revenue recognition delays and higher churn accruals. Every hour of downtime on a Friday is revenue the platform *thought* was locked in but now sits in dispute.

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