Meta wants to accelerate their race on “superinElligence” – but investors will still want their billions of rendering

This time it is AI CEO on the scale of Alexander Wang – in June Mark Zuckerberg as the main officer AI – leads to reorganization. Wang, who now oversees the vast operation of thousands of engineers, scientists and product managers, is trying to compare it, allegedly results in some expectations of executive departures and at least one team shutdown.

Wang was hired to help hire a small, highly price frame of scientists who reportedly offered packages that came out of $ 100 million, usually spread over a few years-ears set at the top of Meta’s AI effort. However, this group is only the top of the lance: the new restructuring will fold the organization Entre AI to MSL, with the new Pec groups focused on research, training, products and infrastructure, which is part of the speed range. The Quartet of the leaders will all report to Wang, including the well -known investor and form of Github, General, Nat Friedman, who will conduct a product and applied research, and trains the Openai Shengjia Zhao researcher, who will lead the research team as the main scientist.

In recent e -mail to employ, which describes in detail restructuring, Wang acknowledged that realganization can be disrupted, but insisted on the new structure to “allow us to achieve longer speeds in the long run”. (Meta did not answer Luck’Asking for the conflict of the content of E -mail, which was published by Business Insider.

In the meantime, investors seem to have mixed feelings: Meta’s Stock has slipped more than 2%in the news today, but most of the way climbed back to the market.

Skipe films of stocks will also reflect wider market nervousness, because overheated names AI and large technologies come from the recent maximum, said Daniel Newman, CEO of the Futurum Group. He said he was expecting a “modest correction”, but not that the meta “had an incredible run” and recently “gave a great quarter” again. Yet analysts follow Zuckerberg’s nine -seater payouts for the best AI scientists and its repeated reorganization and watch the signs that the meta will close the gap in Rase AI. “There is some concern about the race,” Newman said, pointing out that many border models from Open, XAI and Google are still improving, while Meta’s Open-Source Llam models are “seemingly stored”.

“We think the meta team, after Zuckerberg’s hiring, will need a period of acclimatization before the speed develops to develop more competing solutions,” he said.

Feeding a product machine meta

However, this velocity need is best seen as an extension of the meta product machine than to solve the greatest challenges of humanity. While Meta dubbed in Moonshot AI through her fair research laboratory (co -founded by Yann Lecun’s main scientist), opponents such as OpenAi and Anthropic and Spinoffs such as Thinking Machines and Safe Superintelligence, they have been watching artificial intelligence (AI generally defined with intelligent). superior) and superior than their central mission.

Meta’s mission, on the other hand, was the same as before the “superintelligence” became a buzzing: an improvement in a product that has been involved in its massively profitable social medicine platforms included Facebook, Instagram and WhatsApp. Advertising on these platforms is the source of almost the entire return of META, which has reached $ 46.6 billion in the last quarter.

Zuckerberg emphasized this focus last month last month with a reel on Instagram and a blog post in which he said that AI is progressing quickly and realized that “flashes of AI systems are improving. Superintelligence is now” in sight ” helped you to help you to help. Look at a friend in the world and grows to become the person you are striving for. ”

This framing neatly copes with what the meta has always built on consumption experiences that are intended to maintain involvement (and sell more ads). For Zuckerberg, superintelligence also means powering the future of personal facilities filled AI, specifically increased real estate glasses that “see what we see, we hear what we hear and communicate with us throughout the day”.

Newman said he still likes Meta’s prospects, because the company “is not the way you are dependent on the end of your business research, because we continue to create higher daily active users – and race, Coinching Back is also growing.”

But Forrester’s Mike Provx against the fact that there is no doubt that the meta is focused on building “the best and most powerful AI models”, he said Luck. “The race is turned on and the meta lags against competitors. Common focus on superintelligence gives a meta northern star to gather strategically and operatively.”

Zuckerberg repeated this feeling for the latest Meta earnings and stressed that AI is in the middle of each of the five areas of META. However, PLUX pointed out that it was glasses – not the family of the application of society – which Zuckerberg emphasized on this challenge, because the “main way” of superintelligence will enter the everyday life of people.

Overall, Plax said he was not interested in seemingly constant shock in Meta’s AI Organization. “This space moves at the speed of interruption. As with any technological race, it will be inevitably swivel.

For all noble superintelligence interviews, however, Meta’s Ai exceeding shows that his bets are mostly the same: personalized products that maintain billions of shifting, advertising is coming soon on every face of the glasses. How the company will be carefully monitored: “Now the question is where the team is effectively allowed to deliver or not,” Sulx said.