??

-- Meta's accounts are not 'risk averse' - if they were, they wouldn't be claiming the credit.

-- ""People post framework after framework every day here that eeks more performance out of the same inference hardware

That will satisfy the experiments over operations need easily""

No, not even remotely.

The easiest way to measure would be 'training vs inference' - and almost all training is R&D and almost all inference is Ops.

If we had to do something crudely.

The implication that 'the product itself is a market experiment' is absurd.

That's not the kind of R&D that gets tax credits.

This is a very simple story: Corporate entities stretching the tax code in ways it was not intended, until the authorities tell them not to. The authorities are manipulated by politics.