Meta Platforms(US:META) 3 6 Ke·2025-12-11 04:04Core Insights - Meta is experiencing significant internal turmoil as it shifts its AI strategy from open-source models to a more closed approach, particularly with the delayed release of its new model, Avocado, which is reportedly based on the open-source model Qwen [1][2][14]. Group 1: Internal Changes and Strategy Shift - Meta's anticipated release of the Llama 4 model has been disappointing, leading to a strategic pivot towards the Avocado model, which may be closed-source [5][9]. - The company has seen high-profile departures, including its Chief AI Scientist, and has laid off 600 employees as part of a broader restructuring effort [1][4]. - CEO Mark Zuckerberg has implemented aggressive hiring strategies, attracting top talent from the industry to lead the new AI initiatives, breaking from Meta's tradition of promoting from within [13][14]. Group 2: Market Position and Competition - Meta's stock performance has lagged behind the tech sector, raising concerns about its AI strategy and investment returns [18]. - Competitors like OpenAI and Google are advancing rapidly, with OpenAI's ChatGPT and Google's Gemini models gaining significant market traction [20][26]. - The internal confusion regarding the direction of Llama and Avocado reflects a broader uncertainty within Meta about its competitive positioning in the AI landscape [20][21]. Group 3: Future Outlook - The release of the Avocado model has been postponed to Q1 2026 due to ongoing performance testing, indicating a cautious approach to ensure its success [16]. - Meta is also restructuring its AI infrastructure and exploring the integration of various AI models into its products, signaling a shift in focus towards practical applications [25][28]. - The outcome of Meta's AI strategy, particularly with Avocado, is seen as critical for the company's future, potentially determining its trajectory over the next decade [28][29].