出品 / 新浪科技（ID:techsina） 作者 / 郑峻 距离2025年结束还有一天时间，美国社交媒体巨头Meta突然宣布收购AI代理创业公司Manus，引入了充满活力与速度的中国创业团队，为扎克伯格 充满焦虑症与危机感的一年画上了充满象征意义的句号。 岁末火线达成收购 Meta的AI业务负责人亚历山大·王(Alexandr Wang)昨天在社交媒体上宣布，Manus已经加入Meta，期待与Manus联合创始人兼CEO肖弘一道打造 出色的AI产品。他称赞，Manus团队在探索当今模型的过剩能力方面处于世界一流水平，能够构建强大的AI代理。 Manus的肖弘回应称， "加入Meta让我们能够在更强大、更可持续的基础上发展，同时不改变Manus的运作方式或决策方式。 "收购完成之后，他将 出任Meta的副总裁，与团队继续留在新加坡。 收购AI代理产品公司Manus，不仅是Meta AI业务版图的又一次扩张与补缺，更是扎克伯格和亚历山大试图引入外部力量重塑内部组织，在内部矛 盾不断的情况下，提振自身AI产品竞争力的又一次豪赌。 Meta在公告中表示，交易完成之后，计划继续运营并销售 Manus的服务，并将其整合 ...

本文来自微信公众号： 凤凰网科技 ，作者：赵子坤、董雨晴，题图来自：视觉中国 今年科技圈的最大爽文出现了。 2025年12月30日，科技行业被一则重磅消息震动：社交媒体与元宇宙巨头Meta宣布，以数十亿美元 的价格收购人工智能初创公司蝴蝶效应 （Butterfly Effect） ，其核心产品正是今年3月才横空出世 的通用AI智能体——Manus。 以下文章来源于凤凰网科技 ，作者凤凰网科技 凤凰网科技 . 凤凰科技频道官方账号，带你直击真相。 据Manus的投资方真格基金表述，这是Meta自成立以来规模第三大的收购案，仅次于WhatsApp和 Scale AI，标志着一位来自中国武汉的90后创业者，站上了世界科技舞台的中央。 收购完成后，蝴蝶效应创始人肖弘 （人称Red） 将出任Meta副总裁，其团队将保持独立运作，并深 度整合进Meta的产品生态。而就在九个月前，这个故事的开端，还充满了不确定性、试错与一夜爆 红后的甜蜜烦恼。 一、产品发布仅9个月，公司坐上 火箭 时间回拨到2025年3月初，肖弘和他的团队或许并未预料到，他们即将点燃全球AI圈的激情。3月6 日，Manus正式发布，号称是"第一款通用AI ...

Core Insights - Meta is laying off approximately 600 positions from its AI department, specifically within the "Superintelligence Lab" [1] - The layoffs will affect the FAIR research department, product-related AI teams, and AI infrastructure teams, but not the newly established TBD Lab, which is still actively hiring [1] - The restructuring aims to reduce bureaucracy and enhance efficiency and flexibility within the AI teams [1][13] Group 1: Layoff Details - The layoffs are part of a broader organizational adjustment to create a more agile and talent-dense team structure [13] - Employees affected by the layoffs were informed by 7 AM Pacific Time, and the company encourages them to apply for other internal positions [1][13] - The layoffs are seen as a response to internal friction and overlapping tasks within the rapidly expanding AI departments [13] Group 2: TBD Lab and AI Projects - TBD Lab is responsible for developing the latest version of Meta's large language model, referred to internally as Llama 4.5 or Llama 4.X [7] - The lab has attracted many researchers from competitors, with some earning salaries in the tens of millions [7] - TBD Lab will collaborate with other AI teams to advance multiple projects, including new model development and AI agent creation [7] Group 3: Leadership and Strategic Changes - CEO Mark Zuckerberg has taken a personal interest in the AI business, forming a WhatsApp group with executives to recruit AI researchers [10] - Meta plans to invest billions in AI, including a $14.3 billion investment in Scale AI, while also attempting to recruit top talent from competitors [10][11] - The restructuring and layoffs are part of a strategy to streamline operations and focus on achieving general artificial intelligence (AGI) [10][12]

Group 1 - Meta is accelerating the development of its next-generation AI model, Llama 4.X, aiming for production readiness by the end of this year [1] - The urgency stems from the underwhelming market response to the previously released Llama 4 series, which was criticized for poor performance in coding, reasoning, and instruction-following applications [1] - The TBD team is also working on fixing and improving the existing Llama 4 to address its performance shortcomings [1] Group 2 - The Meta Super Intelligence Lab (MSL) was officially established in June, with a team restructuring completed in August, focusing on four pillars: training, research, product, and infrastructure [2] - MSL head Alexandr Wang stated that the TBD group is tasked with training and scaling large models for superintelligence, including the development of an "omni model" [2] - Although the specific release date for Llama 4.X has not been confirmed, CEO Mark Zuckerberg outlined the AI product roadmap, indicating steady progress on Llama 4.1 and 4.2, with plans for more advanced models in the next couple of years [2]

Core Viewpoint - Meta has shifted its strategy in the AI talent acquisition race, moving from aggressive hiring to a hiring freeze, citing the need for organizational planning and structure [5][6][14]. Group 1: AI Talent Acquisition Strategy - Meta has been aggressively recruiting AI talent, offering exorbitant salaries and signing bonuses, with some packages reportedly reaching up to $1.5 billion [9][11]. - The company has employed a "reverse acquihire" strategy, targeting key personnel from competitors rather than acquiring entire startups [11]. - By mid-2025, Meta had onboarded at least 50 AI talents from competitors, with a significant portion coming from OpenAI and Google [11]. Group 2: Internal Challenges and Organizational Structure - The rapid influx of new talent has led to concerns about internal conflicts and morale, as existing employees may feel marginalized [6][12]. - Meta has restructured its AI divisions into the "Meta Superintelligence Labs," which includes various specialized teams [12]. - The company is considering scaling back its AI department due to rapid personnel growth and internal challenges [12][14]. Group 3: Market Reactions and Financial Implications - Wall Street analysts have raised alarms about the rising costs associated with AI talent acquisition, questioning the return on investment [6][16]. - Meta's capital expenditure guidance for 2025 has been raised to a maximum of $72 billion, primarily for AI infrastructure and talent [17]. - The stock prices of tech giants, including Meta, have faced declines amid concerns over AI spending and its effectiveness [17]. Group 4: Future Outlook - The success of Meta's AI investments will be crucial for its future, with the current hiring freeze seen as a potential strategic pivot [18]. - The next few months will be critical in determining whether Meta's aggressive talent acquisition will yield substantial results or expose organizational mismanagement [18].

Core Insights - The article highlights the increasing influence of Chinese open-source AI models in the global market, with a significant number of startups in Silicon Valley reportedly using these models [1][2] - The competitive landscape is shifting, as Chinese companies focus on open-source development while American firms, like OpenAI, are pressured to adapt their strategies in response to this trend [2][5] Group 1: Chinese AI Models - Chinese startup DeepSeek has gained global attention by releasing an advanced AI model for free, marking a significant shift in the AI landscape [1] - The performance of Chinese open-source models has outperformed similar models from American companies like Meta in various intelligence tests conducted this year [2] - The competitive enthusiasm among Chinese developers is raising alarms in the West, indicating a potential shift in the balance of power in AI development [2] Group 2: American AI Companies' Response - OpenAI's CEO Sam Altman acknowledged the pressure from Chinese open-source models, leading to a change in their model release strategy [2][5] - OpenAI recently launched two open-weight models, gpt-oss-120b and gpt-oss-20b, marking a strategic shift towards increasing accessibility and expanding their developer ecosystem [5] - Despite this move, the reception of these models has been mixed, with criticisms regarding their lack of standout features compared to OpenAI's proprietary offerings [5][6] Group 3: Industry Dynamics - The article notes a trend among American companies, including Meta, to shift towards more closed models, which could hinder their competitiveness in the open-source AI space [7][8] - The divergence in strategies between Chinese and American firms is leading to significant differences in revenue generation and innovation potential [10] - The focus on open-source models in China allows for broader application scenarios, enabling easier adaptation for various sectors, while American firms prioritize proprietary models for profit [10]

Group 1 - Meta is investing hundreds of billions into GPU data centers, yet struggles to compete with rivals like OpenAI and Anthropic [2][3] - CEO Mark Zuckerberg is shifting focus towards a vague new goal of AI superintelligence, claiming signs of self-improvement in AI systems [2][3] - Meta aims to create personal superintelligence for users, emphasizing empowerment rather than job displacement [2] Group 2 - The blog post coincides with Meta's upcoming Q2 earnings report, amid scrutiny over infrastructure spending and high salaries for the new "superintelligence" team [3] - Meta is undertaking massive infrastructure projects, including a 2.2 GW AI supercluster in Louisiana, with plans for multiple multi-GW data centers [3] - By the end of the year, Meta plans to operate over 1.3 million NVIDIA and AMD GPUs for model training, with capital expenditures potentially reaching $72 billion by 2025 [3] Group 3 - Despite significant investments, Meta's AI models, including the Llama 4 series, have received lukewarm responses and faced criticism for benchmark manipulation [4] - Meta reportedly abandoned its most powerful model, Behemoth, which was expected to have 2 trillion parameters [4] - Analysts are expected to question the rationale behind Zuckerberg's AI spending spree during the earnings call, recalling past failures in the metaverse initiative [4]

Core Insights - Meta is investing over $100 billion in building "gigawatt-scale" data centers to support its superintelligence research initiatives [2][6] - The first data center, named "Prometheus," is being constructed in Ohio and is expected to be operational by 2026 [6] - Meta's revenue primarily comes from its advertising business across platforms like Facebook, Instagram, WhatsApp, and Messenger, which will provide stable cash flow for AI infrastructure investments [7] Investment and Infrastructure - Meta plans to spend "hundreds of billions" on computing infrastructure, with annual capital expenditures potentially reaching $72 billion, mainly for AI model training and deployment [7] - The demand for chips, electricity, and data centers is surging due to the rapid development of AI models, with a gigawatt-scale data center consuming as much electricity as approximately 900,000 American households annually [7] Strategic Shift in AI Development - Meta's newly established "Superintelligence Labs" is considering a strategic shift from open-source to closed-source AI model development, moving away from its previously strong open-source model "Behemoth" [9][10] - This potential shift indicates a significant change in Meta's approach to AI, as it may adopt a "open-source + closed-source" model to compete more effectively with companies like Google and OpenAI [9] Talent Acquisition and Team Structure - Meta is aggressively recruiting top AI talent, offering salaries that can reach nine figures, including a $200 million signing bonus for a senior AI executive from Apple [10][12] - The AI department has been restructured into the "Meta Superintelligence Labs," led by newly appointed Chief AI Officer Wang Tao, who is building a team of elite researchers [12] Future Outlook - Meta aims to create a "superintelligent" system that theoretically surpasses human intelligence across multiple tasks, with significant investments in talent and infrastructure to achieve this goal [10][12] - The internal restructuring and recruitment efforts may lead to talent attrition, particularly among those not selected for the new superintelligence team [12]

Group 1 - Meta Platforms plans to invest several hundred billion dollars in building multiple large AI data centers to enhance its competitive edge in attracting top engineering talent [1] - The first data center, "Prometheus," is expected to be operational by 2026, with another center named "Hyperion" scalable to 5 gigawatts in the coming years [1] - Meta aims to become the first AI lab to launch a supercluster exceeding 1 gigawatt, as highlighted in a report by industry publication SemiAnalysis [1] Group 2 - The company reported nearly $165 billion in revenue last year and has restructured its AI business into a "Superintelligence Labs" department following setbacks with its open-source Llama 4 model and core employee departures [2] - Meta is betting that the Superintelligence Labs will generate new cash flows through Meta AI applications, image-to-video advertising tools, and smart glasses [3] - Analysts note that while AI investments have improved ad performance, the scale of current investments is aimed at long-term competition to develop leading AI models, which may take time to yield results [3] Group 3 - Meta has increased its capital expenditure forecast for 2025 to between $64 billion and $72 billion to strengthen its position against competitors like OpenAI and Google [3] - The company's stock rose by 1% on Monday and has increased over 20% year-to-date [3]

Core Viewpoint - Meta is considering a significant shift in its AI strategy by potentially moving from open-source AI models to closed-source models, which could mark a departure from its long-standing commitment to open-source development [1][5][6] Group 1: Strategic Shift - Meta's newly established "Super Intelligence Lab" (MSL) is contemplating abandoning its powerful open-source AI model, Behemoth, in favor of developing a closed-source model [1][5] - This potential shift is seen as a major strategic change for Meta, which has historically believed that open-source technology fosters faster AI development and broader access for developers [5][6] - The decision is reportedly influenced by the underperformance of the Behemoth model during internal testing, leading to delays in its release [5][6] Group 2: Leadership and Talent Acquisition - Meta has appointed Alexandr Wang, the new AI head, who previously led Scale AI, to oversee the Super Intelligence Lab, which consists of a specialized team of about 12 members [6][7] - The company has adopted a "high-paying talent acquisition" strategy, offering salaries exceeding $100 million to attract top researchers from competitors like OpenAI, Google, and Apple [5][6] Group 3: Market Implications - The shift towards closed-source models could signify a retreat from the competitive landscape of open-source large language models (LLMs), with concerns raised about the U.S. losing its edge in this area [1][3] - The ongoing developments in Meta's AI strategy are closely watched, especially as the company faces challenges in the AI technology sector [5][6]