What Zuckerberg made explicit at his town hall is the structural logic that every hyperscaler has been acting on without stating: payroll and petaflops compete for the same budget line, and at Meta's scale of ambition, petaflops won decisively. The $125–$145 billion capex commitment for 2026 is not a supplement to existing operations — it is the new operating thesis, and the workforce cut is its necessary condition. The employees venting on Blind are not reacting to a transition they failed to anticipate; they are reacting to a company…