扎克伯格，也顶不住了

Core Viewpoint - Meta has shifted its strategy in the AI talent acquisition race, moving from aggressive hiring to a hiring freeze, citing the need for organizational planning and structure [5][6][14]. Group 1: AI Talent Acquisition Strategy - Meta has been aggressively recruiting AI talent, offering exorbitant salaries and signing bonuses, with some packages reportedly reaching up to $1.5 billion [9][11]. - The company has employed a "reverse acquihire" strategy, targeting key personnel from competitors rather than acquiring entire startups [11]. - By mid-2025, Meta had onboarded at least 50 AI talents from competitors, with a significant portion coming from OpenAI and Google [11]. Group 2: Internal Challenges and Organizational Structure - The rapid influx of new talent has led to concerns about internal conflicts and morale, as existing employees may feel marginalized [6][12]. - Meta has restructured its AI divisions into the "Meta Superintelligence Labs," which includes various specialized teams [12]. - The company is considering scaling back its AI department due to rapid personnel growth and internal challenges [12][14]. Group 3: Market Reactions and Financial Implications - Wall Street analysts have raised alarms about the rising costs associated with AI talent acquisition, questioning the return on investment [6][16]. - Meta's capital expenditure guidance for 2025 has been raised to a maximum of $72 billion, primarily for AI infrastructure and talent [17]. - The stock prices of tech giants, including Meta, have faced declines amid concerns over AI spending and its effectiveness [17]. Group 4: Future Outlook - The success of Meta's AI investments will be crucial for its future, with the current hiring freeze seen as a potential strategic pivot [18]. - The next few months will be critical in determining whether Meta's aggressive talent acquisition will yield substantial results or expose organizational mismanagement [18].