Meta Platform's earnings are growing at an above-trend pace in 2025, and it's mostly because of AI. AI also boosts the efficiency of Meta's ad-recommendation model by targeting users more accurately, which led to a 5% increase in conversions on Instagram during the second quarter and a 3% increase on Facebook. Businesses will normally pay more money per ad when conversions are increasing, which is another big tailwind for Meta. Higher engagement and more conversions sent Meta's second-quarter revenue soarin ...

Core Insights - Meta has hired influential OpenAI researcher Trapit Bansal to enhance its AI reasoning models within a new AI superintelligence unit [1][2] - Bansal was instrumental in developing OpenAI's reinforcement learning initiatives and is recognized as a foundational contributor to OpenAI's first AI reasoning model, o1 [2] - The addition of Bansal is expected to significantly boost Meta's AI superintelligence lab, which includes other notable leaders from the tech industry [3] Company Developments - Mark Zuckerberg has been actively recruiting for Meta's AI team, offering substantial compensation packages, reportedly around $100 million, to attract top talent [4] - The specific compensation details for Bansal's move to Meta remain undisclosed [4] - Currently, Meta does not have a publicly available AI reasoning model as part of its Llama family of open models [3]