Line·2026-10-14·.md

vsvs
ML Engineer

Which ML Engineer seat is healthier — Physical Intelligence, NVIDIA, or Meta?

NVIDIA is the healthier seat.

Health is cash share, work-email ticks, and a book that is not cooling.

The desk · cash share, work-email ticks, book, heat

  1. 1NVIDIA$400k

    cash 49% · 14/24 ticks · hot · NVDA +48% 1y · data-center run-rate still compounding

  2. 2Meta$360k

    cash 53% · 15/31 ticks · up · META +38% 1y · ads + Reality Labs spend

  3. cash 44% · 4/7 ticks · hot · Robot foundation models · lab cash · 2026 raise

Sources

Ledger seats only. No public cite on this cut.