Meta Platforms(US:META) Xin Lang Cai Jing·2025-12-11 07:40Core Insights - Meta is investing heavily in artificial intelligence, with CEO Mark Zuckerberg reportedly spending $14.3 billion to recruit Alexandr Wang, the founder of Scale AI, to lead a new AI initiative [1][4] - The new team, named TBD Labs, is designed to operate independently from Meta's bureaucratic structure, aiming to create advanced AI models to compete with OpenAI and Google [1][4] Group 1: Internal Conflicts - There are significant disagreements between Alexandr Wang and some of Zuckerberg's long-time executives, including Chief Product Officer Chris Cox and Chief Technology Officer Andrew Bosworth [2][5] - Cox and Bosworth prefer that Wang's team focus on using data from Instagram and Facebook to enhance Meta's new foundational AI model, referred to as the "frontier" model, to improve social media dynamics and advertising [2][5] - Wang opposes this approach, arguing that the priority should be to catch up with competitors like OpenAI and Google before focusing on product development [2][5][6] Group 2: Resource Allocation - To support the goals of TBD Labs, Meta is reallocating resources from other departments, including a proposed $2 billion budget cut from the Reality Labs division, which is overseen by Bosworth [3][6] - This budget reallocation indicates a strategic shift within Meta, prioritizing AI development over other projects [3][6]