扎克伯格豪掷150亿美元，投资28岁华裔“天才少年”

Core Viewpoint - Meta has completed a significant acquisition of Scale AI for nearly $15 billion, marking the company's second-largest deal in history. This acquisition aims to enhance Meta's capabilities in developing advanced AI models and addresses competitive pressures in the AI sector [1][3]. Group 1: Acquisition Details - Meta acquired 49% of Scale AI's non-voting shares for up to $14.8 billion, with Alexandr Wang joining Meta to lead its "superintelligence" division [1]. - Scale AI, founded by 28-year-old Alexandr Wang, specializes in data annotation, crucial for various AI applications, and has received investments from major tech companies [3]. - Following Meta's investment, Scale AI's valuation surged from $14 billion to $29 billion [3]. Group 2: Market Dynamics and Risks - Scale AI's revenue primarily comes from generative AI model builders, with projected revenue of approximately $870 million in 2024, and Google spending around $150 million on its services [4]. - The concentration of Scale AI's business with a few key clients poses a risk; losing major clients like Google could lead to significant financial losses [5]. - Concerns have arisen regarding Scale AI's neutrality and potential data leakage due to its new relationship with Meta, prompting some clients to consider leaving [3][5]. Group 3: Competitive Landscape - Competitors of Scale AI, such as Labelbox and Handshake, have indicated that Meta's acquisition could create opportunities for them, with expectations of gaining new revenue from clients that may leave Scale AI [5]. - OpenAI's CFO emphasized the importance of maintaining a collaborative ecosystem in AI development, cautioning against exclusivity that could hinder innovation [5]. Group 4: Regulatory Considerations - The acquisition may attract scrutiny from U.S. antitrust regulators, despite being a minority stake, if competitors perceive it as harmful to competition [7]. - Concerns have been raised by political figures, such as Senator Elizabeth Warren, regarding the potential for Meta to suppress competition through this acquisition [8].