AMD(US:AMD) 量子位·2025-08-18 06:55Core Viewpoint - AMD CEO Lisa Su emphasizes that while salary is important, it is not the most critical factor in attracting talent, contrasting her approach with that of Meta's Mark Zuckerberg, who offers exorbitant salaries to poach talent [2][5][10]. Group 1: Talent Acquisition Philosophy - Su believes that a sense of mission is more compelling than high salaries, stating, "Do you want to be part of our mission?" [6][10]. - Competitive salaries are necessary but should be within a reasonable range compared to competitors, referred to as being in the "zip code" [7]. - The focus should be on attracting individuals who are eager to make significant contributions in technology and drive the company's future [10][12]. Group 2: Company Culture and Fairness - Su argues that offering disproportionately high salaries to new hires is unfair to existing employees who work hard for lower pay [11][12]. - AMD's success is attributed to the collective effort of the team rather than individual "star employees," which helps maintain a positive company culture [12]. - The CEO of Anthropic supports this view, stating that Meta is trying to buy something that cannot be purchased: a sense of mission [13]. Group 3: Market Context and Competitive Landscape - The AI talent market is extremely competitive, with projections indicating the AI industry could reach $4.8 trillion by 2033 [21]. - Zuckerberg has led the charge in this salary war, offering packages up to $100 million, with some top AI researchers receiving offers as high as $250 million [21]. - Meta's spending on security for Zuckerberg is also notable, with a budget of $27 million for 2024, surpassing the combined security costs of several other tech CEOs [21]. Group 4: AMD's Journey and Current Position - Su's leadership has transformed AMD from near bankruptcy to a company with a market value of $100 billion, achieving record revenues of $25.8 billion in fiscal year 2024 [22][23]. - AMD's recent success in the AI chip market, particularly with the MI300 series, demonstrates that the company can attract top talent without resorting to exorbitant salaries [23]. - Su's compensation reflects her philosophy, with a total pay of $31 million for fiscal year 2024, aligning her rewards with company performance [23].