Meta Platforms(US:META) 量子位·2025-12-11 01:33Core Insights - Meta is shifting from an open-source strategy to a closed-source model with the upcoming release of a new AI model codenamed "Avocado" [2][10] - The new model will utilize Alibaba's AI, specifically the Qwen model, during its training process, which has caused significant market reactions [4][6] - This strategic pivot marks a significant departure from Meta's previous commitment to open-source development, indicating a potential failure of its earlier approach [11][15] Group 1: Strategic Shift - Meta's new model "Avocado" is expected to be closed-source, representing a 180-degree turn from its previous open-source narrative [3][11] - The decision to adopt a closed-source model is driven by the need to enhance product capabilities and competitiveness in the AI landscape [14][15] - The reliance on third-party models, including Qwen, for training the closed-source model highlights the complexities of the current AI development ecosystem [13][18] Group 2: Market Reaction - Following the announcement of the new model, Alibaba's stock saw a pre-market increase of 4%, closing with a 2.53% gain, reflecting investor optimism about the collaboration [6] - The market's reaction indicates a recognition of Alibaba's growing influence and success in the AI sector, contrasting with Meta's struggles [9] Group 3: Internal Dynamics - Meta's internal restructuring has intensified following the underperformance of the Llama 4 model, leading to a reduction in open-source discussions and significant layoffs within the FAIR lab [28][30] - The appointment of Alexander Wang as the new Chief AI Officer signifies a shift in leadership and focus towards closed-source AI development [21][32] - The internal conflicts and departures of key figures like Yann LeCun suggest a turbulent transition as Meta navigates its new strategic direction [29][31]