入股Scale AI，扎克伯格为何豪掷150亿美元投资数据标注公司？

Core Insights - Meta has completed a significant acquisition of Scale AI for nearly $15 billion, acquiring 49% of the company’s non-voting shares, which raises concerns about Scale AI's neutrality and potential data leakage risks for its large clients [1][2] - Following the acquisition, Scale AI's valuation has surged from $14 billion to $29 billion, indicating strong market interest and potential growth in the AI sector [2][3] Company Overview - Scale AI, founded by Alexandr Wang, specializes in data annotation services crucial for various AI applications, including chatbots and autonomous driving [2] - The company has received investments from major tech firms such as Y Combinator, NVIDIA, AMD, Amazon, and Meta [2] Financial Performance - Scale AI's revenue is projected to be approximately $870 million in 2024, with Google spending around $150 million on its services [3] - The company’s business model heavily relies on a few key clients, making it vulnerable to significant losses if it loses major customers like Google [3] Competitive Landscape - The acquisition has led to increased competition, with other data annotation companies like Labelbox and Handshake reporting a surge in demand and potential new revenue opportunities from clients leaving Scale AI [3][4] - OpenAI has expressed concerns about the acquisition potentially harming the AI ecosystem and slowing innovation due to competitive pressures [3] Regulatory Considerations - The acquisition may attract scrutiny from U.S. antitrust regulators, despite being a minority stake, as it could be perceived as harming competition [5][6] - There are ongoing investigations into similar acquisitions in the tech industry, reflecting a broader concern about "talent acquisition" strategies employed by major firms [5][6]