I left before they were Meta, and maybe things have changed, but I don't think they have any intention of being a public cloud. Yes, they've got a lot of similar services as a public cloud, but there's a lot of opinionated choices that make sense for them that I think would be hard to convince customers to accept.
Their infrastructure is cloudy, but it's built around mostly a single customer and assumes the infrastructure software people and the application software people communicate deeply and continously. Running on a public cloud isn't that similar, at least as a small customer.
Could they pivot towards being a cloud service? Probably, but they'd need to do a lot of work to make their platform viable and to earn trust of potential customers, and they'd be entering a crowded market; there's already 6 S&P100 companies in Cloud (Amazon, Google, Microsoft, Oracle, IBM, Salesforce), and tons of smaller players.
IMHO, given their revenues and profit margins, there's no reason to do all the work it would take to offer cloud services too. Unless there's some opportunistic large customer deal made. They also might also need to renegotiate their content node agreements if they use them to serve cloud customer traffic, and that's a long process.
Their infrastructure is cloudy, but it's built around mostly a single customer and assumes the infrastructure software people and the application software people communicate deeply and continously. Running on a public cloud isn't that similar, at least as a small customer.
Could they pivot towards being a cloud service? Probably, but they'd need to do a lot of work to make their platform viable and to earn trust of potential customers, and they'd be entering a crowded market; there's already 6 S&P100 companies in Cloud (Amazon, Google, Microsoft, Oracle, IBM, Salesforce), and tons of smaller players.
IMHO, given their revenues and profit margins, there's no reason to do all the work it would take to offer cloud services too. Unless there's some opportunistic large customer deal made. They also might also need to renegotiate their content node agreements if they use them to serve cloud customer traffic, and that's a long process.