Meta Platforms(US:META) 3 6 Ke·2025-07-15 08:12Core Insights - Meta's aggressive acquisition strategy, including the $14.8 billion purchase of a 49% stake in Scale AI, reflects a deep-seated anxiety about keeping pace in the AI race and avoiding a "Nokia moment" [1][2][4] - The current trend in AI mergers and acquisitions emphasizes acquiring talent over assets, with companies willing to pay top dollar for leading researchers and founders [9][10] Group 1: Meta's Acquisition Strategy - Meta's recent acquisitions include Scale AI, which was valued at $30 billion, and the recruitment of top talent from OpenAI, with offers reaching $100 million per researcher [1][4][6] - The urgency behind these moves is driven by the need to rebuild AI leadership after the lackluster response to the LLaMA4 release and the departure of key team members [4][6] - Meta's acquisition attempts also included negotiations with Perplexity and Safe Super Intelligence, highlighting the competitive landscape for AI talent [6][8] Group 2: Industry Trends in AI Acquisitions - The AI acquisition landscape is characterized by a focus on acquiring the vision and leadership capabilities of founders rather than just their companies [9][12] - Other tech giants like Google and Microsoft are also engaging in similar acquisition strategies, indicating a broader industry trend towards talent acquisition [8][9] - The ease of mergers and acquisitions in the U.S. compared to China is noted, with many Chinese AI projects seeking to establish themselves as overseas companies to attract higher valuations and acquisition offers [10][11]