Meta Platforms(US:META) 3 6 Ke·2025-12-18 08:12Core Viewpoint - Meta is undergoing significant restructuring in its AI division, led by CEO Mark Zuckerberg, but faces internal challenges and management issues that may hinder its ambitious AI goals, particularly the development of a new closed-source model codenamed "Avocado" set for release in Q1 2024 [1][12]. Group 1: Management and Internal Dynamics - Zuckerberg has heavily invested in AI talent, including acquiring a 49% stake in Scale AI for $14.3 billion and appointing its founder, Alexandr Wang, as Chief AI Officer, but internal dissatisfaction is growing [2][4]. - Wang has expressed frustration with Zuckerberg's micromanagement style, which is causing tension within the team [2][5]. - Key figures like Yann LeCun, Meta's Chief AI Scientist, are leaving due to internal conflicts and disagreements over the direction of AI development, particularly the shift towards closed-source models [5][7]. Group 2: AI Development and Financial Implications - Meta's AI division has undergone four reorganizations, culminating in the establishment of the "Super Intelligence Lab," which includes departments focused on research, infrastructure, product application, and the new TBD Lab, which is tasked with overseeing the development of the "Avocado" model [11]. - The "Avocado" model aims to achieve performance levels comparable to Gemini 2.5 at launch and Gemini 3 by summer 2024, but it is being built from scratch rather than as an iteration of the existing Llama model [11]. - Meta's capital expenditures for 2025 are projected to reach at least $70 billion, significantly higher than the previous year's $39 billion, with plans for AI spending potentially exceeding $100 billion, raising concerns among investors [12].