The speaker says Meta recently raised financing at roughly 5–6% and could pay 8% for financing because it expects enormous returns from the compute it builds.

“for amazon go from you know from where they are today um i think meta pay okay let's like what so this is going to be extremely vibed out but recently meta's raised at like five to six percent i don't see why they wouldn't pay eight percent because they would happily pay eight percent because the return from the compute that they're going to build is humongous”