以下文章来源于东四十条资本 ，作者蒲凡 东四十条资本 . 聚焦股权投资行业人物、事件、数据、研究、政策解读，提供专业视角和深度洞见 | 创投圈有趣的灵魂 本文来自微信公众号： 东四十条资本 （ID：DsstCapital） ，作者：蒲凡，原文标题：《13万亿巨 头，杀入CVC》，题图来自：AI生成 相比起"一无所有"，更痛苦的是"曾经拥有"——扎克伯格应该对这句话深有体会。 作为世界上最出名的"创业明星"之一，这几年，小扎在"创业"这件事上的表现堪称一言难尽， 他所 看好的赛道——最出名的就是元宇宙和AR/VR头显——踏空的踏空、巨亏的巨亏 ，基本都没有兑现 预期中的价值。 到了AI时代，小扎干脆变成了标准意义上的配角。 他的LLaMA虽然表现出了不错的性能，但在 OpenAI、xAI、Anthropic这些竞争对手们的衬托下不能说"毫无存在感"，也称得上是"乏善可陈"。 不过，Meta股价也随着纳斯达克指数，离历史新高只有一步之遥，这当然得益于Meta强力的赚钱能 力和出色的业绩，也离不开美股的AI叙事。对小扎来说，现在的归现在，未来才是让他焦虑的源 头。 因此，最近有关Meta的报道，基本都提到了扎克伯格 ...

Core Insights - Meta's CEO Mark Zuckerberg is experiencing frustration as the company struggles to keep pace with competitors in the AI space, particularly in light of its underwhelming performance in the metaverse and AR/VR sectors [1][2] - Despite Meta's strong financial performance and stock price nearing historical highs, there is growing anxiety about the company's future direction and competitiveness in AI [1][2] Group 1: Management Changes and Strategies - Zuckerberg has taken a hands-on approach to AI management, reallocating resources from foundational AI research to the GenAI team to enhance the performance of LLaMA [2] - The restructuring includes demoting the head of the GenAI team and splitting it into two groups, reflecting Zuckerberg's intense pressure to deliver results [2] - Meta's lack of a dedicated Corporate Venture Capital (CVC) team has prompted Zuckerberg to consider establishing one to better compete in the AI landscape [4][7] Group 2: Talent Acquisition Challenges - Meta is facing significant talent retention issues, with reports of AI engineers leaving for competitors like OpenAI and Anthropic, often with offers exceeding $2 million [6] - Zuckerberg's ambitious "superintelligence unit" plan aims to recruit top industry talent, offering salaries that could reach nine figures [6][7] - The difficulty in attracting talent is compounded by the competitive landscape, where even substantial financial incentives have not been enough to secure top candidates [10][12] Group 3: Investment and Acquisition Strategies - Meta's acquisition of Scale AI for $14.8 billion is part of a broader strategy to bolster its AI capabilities and leadership [6][12] - The company is also investing in Daniel Gross's venture fund, NFDG, to gain access to top talent and expertise in AI [7][8] - The overall investment landscape in AI is becoming increasingly competitive, with a significant drop in the number of new AI startups and rising costs for quality acquisitions [11][12]

图片来源： Multiverse Computing 西班牙初创公司 Multiverse Computing 于 6 月 12 日 宣布 ，凭借其名为 "CompactifAI" 的技术优势， 已完成 1.89 亿欧元（约合 2.15 亿美元）的巨额 B 轮融资。 本轮 B 轮融资由 Bullhound Capital 领投，该机构曾投资过 Spotify 、 Revolut 、 Delivery Hero 、 Avito 和 Discord 等企业。参与此轮融资的还包括惠普科技风投（ HP Tech Ventures ）、 SETT 、 Forgepoint Capital International 、 CDP Venture Capital 、 Santander Climate VC 、东芝（ Toshiba ） 以及巴斯克风险投资集团（ Capital Riesgo de Euskadi - Grupo SPR ）。 Multiverse 公司表示，其拥有 160 项专利和全球 100 家客户，包括西班牙电力公司 Iberdrola 、博世 集团（ Bosch ）和加拿大银行（ Bank of C ...

Group 1 - Meta is establishing a new lab focused on "Superintelligence" to develop AI systems that surpass human intelligence in reasoning, problem-solving, creativity, and decision-making [1][3] - Meta has agreed to acquire 49% of Scale AI for $14.8 billion, which is approximately 106.14 billion RMB [1][3] - Alexander Wang, the 28-year-old CEO of Scale AI, is invited to join Meta's new lab, highlighting Meta's strategy to attract top talent in the AI field [1][4] Group 2 - Meta is offering compensation packages ranging from seven to nine figures to recruit top researchers from companies like OpenAI and Google, with some already agreeing to join [4][9] - Scale AI, founded in 2016, provides data labeling solutions and reported a revenue of $870 million in the previous year, with expectations to double to over $2 billion this year [3][9] - Meta's AI efforts are led by two groups: a generative AI team and a fundamental AI research lab, with Yann LeCun, a Turing Award winner, overseeing the latter [4][9] Group 3 - Meta's recent AI model testing faced criticism, with external researchers questioning the objectivity of its benchmark tests [5][8] - The company aims to regain its competitive edge in AI, especially after the rise of ChatGPT, which has intensified competition in the tech industry [9][10] - Meta's previous focus on open-source large models and social platform AI tools has led to a fragmented strategy, prompting the need for a more cohesive approach [10]

Mark Zuckerberg’s Meta Platforms is delaying the release of its flagship “Behemoth” AI model due to concerns about its capabilities, the Wall Street Journal reported Thursday, citing people familiar with the matter.Company engineers are struggling to significantly improve the capabilities of its Behemoth large-language model, resulting in staff questions about whether improvements over earlier versions are significant enough to justify public release, the report said.Early in its development, Behemoth was i ...

Meta reportedly delayed the rollout of its flagship artificial intelligence model called Behemoth.The company internally planned to release Behemoth in April, later pushed the release date to June, and has now delayed the launch at least until fall, The Wall Street Journal reported Thursday (May 15), citing unnamed sources.The company has not publicly committed to a timeline for the product, the report said.Meta did not immediately reply to PYMNTS’ request for comment.The launch delays have been caused by s ...

自DeepSeek掀起新一轮大模型热潮来，全球科技巨头的AI军备赛依旧热火朝天。 经历多次延期之后，Meta最新推出超级"王炸"，开源王座一夜易主。 Llama 4 系列登场 当地时间周六(4月5日)，Meta推出了其最强大的开源AI大模型Llama 4。 据Meta介绍，Llama4 是多模态大模型，能处理整合多种数据，能在不同格式间实现内容转换。 其中，Scout最高支持1000万上下文的输入(10 M Context)，击败了OpenAI的模型。 在广泛基准测试中，Scout分数超过Gemma 3、Gemini 2.0 Flash-Lite、Mistral 3.1。 Maverick则仅用一半参数，使其推理编码能力与DeepSeek-v3-0324实力相当。 另外在编程、推理、多语言、长上下文和图像基准测试中碾压了GPT-4o和Gemini 2.0等同类模型。 即日起，用户可从llama.com和Hugging Face可下载Llama 4 Scout和Llama 4 Maverick模型。 这些模型很快也将在主流云和数据平台、边缘芯片和全球服务集成商上提供。 2万亿巨无霸将至 该系列首次采用混合专家( ...