Meta Platforms(US:META) Hua Er Jie Jian Wen·2025-08-23 06:18Core Insights - Meta is shifting its long-standing internal development strategy towards external collaborations in AI, particularly with Midjourney, to enhance its product offerings and compete effectively in the market [1][2] Group 1: Strategic Shift - The partnership with Midjourney highlights the challenges Meta faces in its AI self-development path, as its products are perceived as outdated compared to competitors like Google's Veo 3 and OpenAI's Sora [2] - Meta's internal confidence in its Llama series models has weakened, leading the company to utilize third-party models for internal tasks [2] - The decision to abandon the public release of its flagship large language model Behemoth indicates a pragmatic shift from a self-reliant approach to a more collaborative strategy [2] Group 2: Investment and Organizational Challenges - Meta's strategic adjustment occurs amidst unprecedented investments in AI, including hiring top AI researchers and acquiring AI companies like Play AI and Scale AI [3] - Despite significant investments, Meta's AI department has undergone four reorganizations in the past six months, reflecting difficulties in establishing an effective organizational structure [3] - The disparity between investment and product output may be a driving factor behind Meta's pursuit of external technology partnerships [3] Group 3: Collaboration with Midjourney - Midjourney, founded in 2021, is recognized for its aesthetic technology, which is crucial for generating visually appealing content in social media applications [4] - By collaborating with Midjourney, Meta aims to enhance the quality of AI-generated content, thereby improving user experience and catching up with competitors [4] - Midjourney's founder, David Holz, confirmed the partnership while emphasizing the company's independence and community-supported research approach [4]