SemiAnalysis says Meta's Super Intelligent Department (MSL) will surpass Google in cutting-edge AI within the next six months. One thought: the launch of Muse Spark 1.1 seems to have helped Meta initially close the gap in closed-source large models. Now Meta is also getting into the cloud business by renting out computing power, developing its own chips, and leveraging its social networking and distribution capabilities. This essentially means Meta is starting to build a full-stack AI ecosystem similar to Google's. Does this mean the market, which gives Google a 27x dynamic P/E ratio for full-stack AI, might also allow Meta to catch up to that level of dynamic P/E ratio for its shares?