Meta Platforms(US:META) 3 6 Ke·2025-12-12 00:44Core Insights - Meta is experiencing internal conflicts as it navigates its AI strategy, with tensions between new and old leadership, particularly around the direction of AI development and its integration into existing products [1][4][12] Group 1: Internal Dynamics - A power struggle is unfolding within Meta, with significant disagreements between Mark Zuckerberg's new AI leadership and long-standing executives [1][12] - The departure of Turing Award winner Yann LeCun is indicative of the internal strife, suggesting that the conflict may be affecting key talent retention [1][6] - Alexandr Wang, a 28-year-old talent, is seen as a potential savior for Meta's AI ambitions, leading a newly formed team called TBD Lab [7][9] Group 2: AI Strategy and Development - Meta's initial strength in AI was its open-source approach with the Llama series, but recent challenges have led to a reconsideration of this strategy [4][6] - The upcoming AI model "Avocado" may shift away from open-source principles, with plans to keep its parameters and code confidential [6][28] - Internal debates are ongoing regarding the focus on artificial general intelligence (AGI) versus product optimization, with some executives prioritizing immediate business needs over long-term AI goals [12][16] Group 3: Resource Allocation and Organizational Changes - Meta is reallocating resources from virtual reality and the metaverse to AI projects, with a commitment to invest $600 billion in infrastructure, primarily for AI [7][17] - There is a significant budget cut of $2 billion for the Reality Labs department to support Wang's team, indicating a strategic pivot towards AI [17] - The company is facing challenges in balancing computational resources between social media algorithms and AI model training, leading to internal disputes [18][19] Group 4: Cultural Shifts and Work Environment - The traditional development processes at Meta are being challenged by the new AI leadership, which favors a faster, more agile approach [19][23] - The pressure to deliver results has led to a high-stress environment, with reports of long working hours and recent layoffs affecting the AI research department [26][28] - The launch of the AI short video content flow "Vibes" has been criticized for its lack of features compared to competitors, reflecting the urgency and pressure within the organization [24][26]