Meta Platforms(US:META) 硬AI·2025-11-12 05:00Core Viewpoint - Meta is undergoing a significant strategic shift in its AI approach, moving from long-term foundational research to rapid product iteration, highlighted by the departure of key AI figure Yann LeCun and the underperformance of its Llama 4 model [2][3][6]. Group 1: Strategic Divergence - Yann LeCun, a Turing Award winner and head of Meta's Fundamental AI Research Lab, advocates for a new generation AI system called "world model," which aims to understand the physical world through video and spatial data, aspiring to achieve human-level intelligence [5]. - LeCun believes that the current focus on large language models (LLMs) is useful but insufficient for human-like reasoning and planning, contrasting sharply with Zuckerberg's emphasis on rapid productization and the development of "superintelligent" teams [5][6]. Group 2: Leadership Changes and Cost Pressures - LeCun's planned departure from Meta, where he has been a pivotal figure since 2013, reflects a broader trend of executive turnover within the company, including the exit of AI research VP Joelle Pineau and layoffs of approximately 600 employees in the AI research department [11]. - In response to competitive pressures and the need to demonstrate returns on substantial investments in AI, Zuckerberg has hired Alexandr Wang for $14.3 billion to lead a new "superintelligent" team and acquired 49% of Wang's data annotation startup, Scale AI [7][11]. - The restructuring has resulted in LeCun reporting to Wang instead of the previous chief product officer, indicating a shift in focus towards immediate product development rather than foundational research [8].