Meta Platforms(US:META) 3 6 Ke·2025-10-27 00:46Core Insights - OpenAI is increasingly adopting a business model similar to Meta, focusing on monetization through advertising and commercial applications [3][20][55] - The influx of former Meta executives into OpenAI's leadership is reshaping its strategic direction, emphasizing product development and market strategies [4][10][12] Group 1: Leadership and Structure - OpenAI has hired a significant number of former Meta employees, with approximately 630 out of 3000 employees (20%) having a Meta background [7][18] - Key leadership positions at OpenAI are now held by former Meta executives, including Fidji Simo as CEO of Applications and Vijaye Raji as Chief Technology Officer of Applications [8][12] - The company is structured into three main lines: product and management, technology, and strategy and marketing, all influenced by the experience of former Meta leaders [10][11] Group 2: Shift Towards Commercialization - OpenAI is transitioning from a pure research lab to a more commercial entity, with plans to explore advertising and new applications like the video social app Sora [20][29] - The company aims to increase user engagement, targeting a goal of reaching one billion weekly active users for ChatGPT [24][35] - OpenAI is investigating how to integrate advertising into its offerings, with a focus on user benefit and potential customization based on user data [31][34] Group 3: New Initiatives and Market Expansion - OpenAI is venturing into the music generation space, collaborating with prestigious institutions to develop AI capable of creating music [39][42] - The company is exploring the integration of music generation tools with existing products like Sora, aiming to enhance user experience in content creation [45][51] - OpenAI's expansion into music follows a trend of significant growth in the AI music market, with competitors already achieving substantial revenue [48][55]