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143亿美金,扎克伯格砸出一地鸡毛
Meta PlatformsMeta Platforms(US:META) 36氪·2025-09-02 09:49

Core Viewpoint - Meta's investment in AI, particularly through the acquisition of Scale AI and the development of Llama 5, faces significant challenges, including talent retention issues and data quality concerns, raising doubts about its effectiveness in the competitive AI landscape [2][80]. Group 1: Investment and Acquisitions - Meta invested $14.3 billion (approximately 100 billion yuan) to acquire Scale AI and aggressively recruited top AI talent with nine-figure salaries [4] - Following the investment, a wave of resignations occurred, with many employees leaving even before starting their roles at Meta [5] - Meta has previously collaborated with external partners like Midjourney and utilized models from Anthropic and OpenAI [7] Group 2: Talent Management Issues - Reports indicate that Meta is experiencing management chaos and a loss of morale among employees, leading to a reliance on competitor models [6] - The new leadership style brought by Scale AI's Alexandr Wang has clashed with Meta's existing culture, causing further discontent among staff [9][33] - High turnover rates have been noted, with some new hires threatening to resign shortly after joining due to dissatisfaction with the work environment [68][76] Group 3: Data Quality Concerns - There are significant concerns regarding the data quality provided by Scale AI, with Meta's TBD Lab researchers preferring to collaborate with competitors Surge and Mercor instead [17][21] - Scale AI's reliance on a crowdsourced model for data labeling has been criticized as inadequate for the complex requirements of modern AI training [17] - Despite Meta's substantial investment, the partnership with Scale AI appears to be deteriorating, prompting Meta to seek alternative data services [15][22] Group 4: Organizational Restructuring - Meta has undergone a major restructuring of its AI departments, creating four new entities under the Meta Super Intelligence Lab (MSL), including TBD Lab, FAIR, PAR, and MSL Infra [48][52] - The restructuring has led to resource allocation issues, with older employees feeling marginalized compared to new hires who receive significantly higher compensation [61] - The internal dynamics have become increasingly tense, with reports of conflicts between Alexandr Wang and Mark Zuckerberg, further complicating the organizational landscape [78]