Meta Platforms(US:META) 量子位·2025-09-01 06:00Core Viewpoint - The partnership between Meta and Scale AI, initiated with a significant investment of $14.3 billion for a 49% stake, is facing serious challenges just two months after the acquisition, leading to internal conflicts and operational issues [1][8][10]. Group 1: Partnership Issues - Reports indicate that both companies are experiencing friction in team integration and business collaboration, which contrasts sharply with the initial optimism surrounding their partnership [4][9]. - Scale AI, once a leading AI startup, has lost key personnel, including its CEO, and has undergone significant layoffs, losing 200 employees, approximately 14% of its workforce [10][28]. - Meta has faced multiple internal reorganizations of its AI department within six months, leading to employee dissatisfaction and departures, including high-profile hires [11][26]. Group 2: Personnel Conflicts - Key executives from Scale AI, such as Ruben Mayer, have left Meta, raising concerns about their integration into Meta's core teams [13][19]. - There are indications that the Scale AI team members have not been included in Meta's core departments, leading to perceptions of exclusion and discontent [16][18]. - Despite Mayer's claims of being part of the core team, skepticism remains regarding the actual integration of Scale AI personnel into Meta's operations [19]. Group 3: Business Collaboration Challenges - Meta's TBD lab is reportedly collaborating with third-party data labeling suppliers outside of Scale AI, including competitors Mercor and Surge, which raises questions about the value of the investment in Scale AI [20][21]. - Internal complaints from Meta's researchers about the quality of Scale AI's data have surfaced, further straining the partnership [22]. - The initial expectation of a strong collaboration to enhance AI capabilities has not materialized, with neither company benefiting as anticipated from the partnership [24][32]. Group 4: Future Directions - Meta is reportedly considering using models from competitors like Google or OpenAI to support its applications, indicating a shift in strategy to recover from recent setbacks [34][41]. - Alexandr Wang, now Meta's Chief AI Officer, has announced collaborations with Midjourney to integrate external technologies into Meta's future models, reflecting a pivot in approach [37][39].