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刚刚,大面积涨停,外围传来三大重磅
Zheng Quan Shi Bao· 2025-10-09 08:19
一是,针对人工智能泡沫,IMF、英国央行、牛津经济研究院等机构拉响警报; 二是,CoreWeave执行长Michael Intrator表示,大科技公司正在强化基础建设以服务客户,这些都是真 实需求驱动的建设,所谓的"循环"一说存在根本上的错误; 三是,据TechCrunch10月8日报道,OpenAI首席执行官Sam Altman在一档博客节目中透露,在未来几个 月里,还有大交易。 大面积涨停 人工智能概念今天再度表现强劲,盘中大面积涨停。不少大市值股票表现非常强劲,科创AI ETF一度 飙升超4%,科创50在此带动下一度涨超5%。 业内爆款不断,9月30日,AI大模型龙头公司OpenAI发布最新音视频生成模型Sora 2,其官方发布稿 称,Sora 2相较此前模型在物理上更准确、更逼真、更可控,它还具有同步对话和音效的功能。由Sora 2驱动的Sora也在当天登陆美区苹果商店,10月3日至今,Sora一直占据免费应用下载榜第一位。 另外,OpenAI与英伟达、甲骨文、AMD达成的一系列轰动性协议可能仅仅只是个开始。10月8日,据 TechCrunch报道,OpenAI首席执行官Sam Altman在一档博 ...
从重金挖角OpenAI/谷歌到招聘急刹车:Meta MSL主要人员梳理,半数华人+75%博士成主力
3 6 Ke· 2025-09-05 07:38
Core Insights - Meta has paused hiring in its AI department after an aggressive recruitment strategy aimed at competing with OpenAI and Google, leading to significant employee turnover [1][2][3] - The recruitment freeze is described as a strategic adjustment to build a more stable structure following a massive talent acquisition effort [3][31] - The internal restructuring involves splitting the AI department into four specialized teams, each with distinct missions, to enhance efficiency and collaboration [32][33] Recruitment Strategy - In June 2025, Mark Zuckerberg invested nearly $15 billion to acquire a 49% non-voting stake in Scale AI, aiming to bolster Meta's AI capabilities [2] - The recruitment strategy included offering signing bonuses in the nine-figure range, with total compensation packages for key talents reaching up to $100 million [2][10] - By July 19, 2025, 40% of the 44 employees in the Meta Superintelligence Labs (MSL) came from OpenAI, 20% from DeepMind, and 15% from Scale AI, with salaries ranging from $1 million to $100 million [10] Employee Turnover - Following the recruitment freeze, at least nine employees from MSL have left within two months, including key figures who returned to previous employers [3][34] - The high compensation for new hires has led to feelings of marginalization among long-term employees, prompting several to resign [3][35] - Internal dissatisfaction has been reported regarding the management style and resource allocation, contributing to the turnover [35][36] Leadership and Team Structure - Alexandr Wang, the CEO of Scale AI, leads MSL, which has faced skepticism regarding his leadership due to his lack of deep AI background [4][9] - The MSL is organized into four teams: TBD Lab (focused on superintelligence), AI Products & Applied Research, MSL Infra (infrastructure), and FAIR (long-term exploratory projects) [32][33] - Key hires include Nat Friedman, Daniel Gross, and Yann LeCun, who bring extensive experience and strategic vision to the team [12][13][14][18] Challenges and Market Context - The recruitment freeze coincides with rising concerns about the sustainability of AI investments, as many projects fail to deliver quick returns [31][38] - Meta's AI assistant has seen low user engagement, with only 10% of monthly active users interacting with it, raising questions about the effectiveness of the current strategy [38] - The company is reportedly considering using models from Google Gemini or OpenAI to enhance its AI product capabilities amid internal challenges [38]