Meta Platforms(US:META) Xin Lang Cai Jing·2025-12-11 03:32Core Insights - Meta is developing a new AI model codenamed "Avocado," utilizing Alibaba's Qwen model for distillation optimization, with a potential closed-source release planned for Q1 2026 [1] - CEO Mark Zuckerberg is personally involved in the project, shifting the company's strategy towards monetizable AI models after significant investment [1] - The internal development team, led by Alexandr Wang, is facing challenges in optimizing the model for complex reasoning and cross-modal generation capabilities [1] Group 1 - Meta's shift from open-source ambitions to leveraging competitor models reflects a strategic pivot amid market pressures [2] - The failure of the Llama 4 model has catalyzed a change in strategy and significant personnel shifts within the company [2] - High-profile hires, including Alexandr Wang and Nat Friedman, are expected to bring cutting-edge AI research capabilities to Meta [2] Group 2 - Recent leadership changes, including the departure of Chief Revenue Officer John Hegeman, indicate ongoing organizational adjustments in response to investor pressures [3] - Meta's substantial capital expenditures have raised concerns about its profitability outlook, necessitating proof of the viability of its AI strategy [3] - The performance of Meta's AI short video platform, Vibes, has been underwhelming compared to competitors, highlighting the urgency for breakthroughs in its core AI projects [3]