The Recipe Is Free. The Kitchen Costs $40,000.

Michael Li, Founder and Chairman, AIFA (Nasdaq: AIFA) · Oct 16, 2026

The Recipe Is Free. The Kitchen Costs $40,000.

The math behind Meta's free AI model

配方贴在门口，汤锅还得一直烧着。
The recipe is posted by the door. The pot still has to keep burning.

Picture the noodle shop downstairs. Business is great.

One day the owner puts up a sign: the secret broth recipe is now free for everyone.

You run home and open it. Line one says: you will need a $40,000 pot, and it cannot be turned off for 24 hours.

You read it three times. You fold it up. You go downstairs and order a bowl.

That is what happened in AI this week.

Michael Li Daily116