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Meta裁员挥刀AI大动脉,田渊栋离职引发硅谷疯抢
Meta PlatformsMeta Platforms(US:META) 36氪·2025-10-24 09:06

Core Viewpoint - Meta is undergoing significant layoffs in its AI department, specifically targeting the "Superintelligent Lab," as part of a strategic restructuring to streamline operations and focus on rapid development and application of AI technologies [3][4][12]. Group 1: Layoff Details - Meta's CEO Mark Zuckerberg approved a plan to cut approximately 600 employees from the AI division, marking the largest layoffs in this area for the year [3][4]. - The layoffs primarily affect the Superintelligent Lab (MSL), including the AI infrastructure and foundational AI research departments (FAIR), while newly recruited top AI talent remains unaffected [8][10]. - The decision reflects a shift in focus from long-term foundational research to immediate application and development, as indicated by the prioritization of new hires over existing staff [8][12]. Group 2: Strategic Restructuring - The layoffs are described as a strategic reorganization aimed at reducing organizational "bulk" and enhancing decision-making efficiency [5][12]. - Human resources consultant Brian Driscoll noted that the layoffs are not performance-based but are intended to please shareholders, indicating a broader trend in the AI sector towards rapid development over research [12]. - Meta's investment in AI remains substantial, with projected total expenditures between $114 billion and $118 billion for 2025, despite the layoffs [14]. Group 3: Talent Market Dynamics - Following the layoffs, affected employees from the Superintelligent Lab have become targets for recruitment by competitors and startups, highlighting a talent supply-demand imbalance in the AI sector [16]. - Companies like NVIDIA are actively recruiting, using access to high-performance GPU resources as an incentive, reflecting the competitive landscape for AI talent [18]. - The trend in Silicon Valley is shifting towards favoring "full-stack" talent capable of quickly translating research into products, while the demand for pure research roles is declining [21].