扎克伯格，也顶不住了

Core Insights - Meta has shifted its strategy in the AI talent acquisition race, initially ramping up hiring aggressively but recently freezing recruitment to focus on organizational planning and structure [2][11][15] Group 1: AI Talent Acquisition Strategy - Meta's approach to acquiring AI talent has been characterized by rapid, aggressive hiring with significant financial incentives, including offers reaching up to $1.5 billion for top candidates [4][6] - The company has utilized unconventional methods such as direct outreach from CEO Mark Zuckerberg to secure talent quickly, bypassing traditional hiring processes [4][6] - By mid-2025, Meta had reportedly onboarded at least 50 AI professionals from competitors, with a significant portion coming from OpenAI and Google [6][8] Group 2: Internal Challenges and Organizational Changes - The rapid influx of new talent has led to concerns about internal conflicts and morale, as existing employees may feel marginalized or threatened by new hires [2][7] - Meta has recently restructured its AI divisions into the "Meta Superintelligence Labs," consolidating various teams to improve focus and efficiency [7][10] - The company has faced criticism for the performance of its AI projects, such as the Llama series, which did not meet expectations, leading to team disbandments and employee departures [8][9] Group 3: Market Reactions and Financial Implications - Wall Street analysts have raised alarms about the sustainability of Meta's high spending on AI talent, questioning the return on investment and potential dilution of shareholder value [11][12] - The company's capital expenditure guidance for 2025 has been increased to a maximum of $72 billion, primarily directed towards AI infrastructure and talent, raising concerns about profitability [13] - Meta's recent decision to freeze AI hiring is seen as a response to market pressures and a signal to investors about cost control amidst rising operational costs [11][13]