Meta’s Zuckerberg should win AI after a billion spent on “dream group”

When Mark Zuckerberg It feels hot, it opens the portfolio.

Creator of Facebook 41 year old and Meta The General Manager has never made his business in the effort to place the avant-garde of the artificial intelligence and the last mistakes in the market that is rapidly flipping in the business world.

After an investment of $ 14.3 billion last week, on a scale, which brought with meta Startup Creator, Recruiting Alexandr WangAnd a small group of his upper staff, Meta’s Ghith Director Nat Friedman and the former member of Daniel Grossman is intended to hire. InformD This week.

Before the meta attempted to buy a safe superintelligence, Ilya Sutskever opened a year ago, the sources said by CNBC. According to other sources, he bought the lectures before the meta to buy Perplexity AIIn May it had a value worth $ 14 billion in a grant. People who talk to CNBC talked about the deficiencies of the agreement to be called for confidentiality.

Zuckerberg told investors at the top of the latest Earnings Call In April, “The main theme right now, of course, transforms everything we do.” At the same time, META increased the capitals of the capital expenditure between 66 million and 72 million dollars between $ 60 million and from $ 65 million to reflect more data centers, and higher hardware costs.

Zuckerberg did not say, then, he was on the verge of starting to start mixing the mounds of his AI organization.

“Mark Zuckerberg is in the form of creators and will not stop,” said Gil Lurk, Davidson’s analyst in a conversation with CNBC’s “Money Movements” on Friday. Luria has a shopping score in stock, but said to win at AI, the meta must be successful in the next round, with the group of dreams that are building. “

It is embedded in META, AI, from its main online advertising unit and the effort to build Metaverse from Instagram algorithms. Alas model and better technology improves the existing business of the company, improving both ads and reducing costs.

However, building the basic models used by the extensive community of developers – where the company competes GoogleOpenai, anthropic and others – is seen through many meta Laggards.

A unique view of the Meta’s open source is built around the family of Llama models. Last Update in April, The Llama 4 AI ModelsHe didn’t have a good reception for developers. At the time, he only released the fewer versions of the Meta Llama 4 and finally released a larger and stronger “behemoth” model.

“This year he came out in the heels of the success of Llama 3 Llama, it was a complete failure this year, according to almost his acceptance,” Luria said, referring to Zuckerberg. “The meta cannot be the main model AI. So they are in the market despair when trying to replace the AI ​​team right now.”

The Meta did not ask for comments for this story.

Zuckerberg’s attention at GitHub Friedman and Grodins, who invested together in their business company Nfdg. They will work on the products below Wang, a source that knows the issues that CNBC is discussed on Thursday. Meta, on the other hand, will get stake in NFDG, according to multiple sources.

A meta spokesperson did not comment on the planned procurement and the company will share more about our superintelligation efforts and great people who go to this group in the coming weeks. “

All hiring in Zuckerberg costs $ 1 million. Some are tens or hundreds of millions. That’s according to the Openai General Director Sam Altman.

Vanish celurbill Last section “Without shape“Podcast, his brother hosts, that Meta has tried to attract open staff, offering bonuses to sign $ 100 million, as well as greater packages of annual compensation.

“I think that Meta is our biggest competitor,” Altman said in Podcast. “The current AI efforts are not worked and hopefully that they are aggressive and continue to test new things.”

Andrew Bosworth Meta technology headed by CNBC on Friday, Altman predicts offers.

“The market is setting a level of talent here, my 20-year career is a huge and unprecedented background, as an executive technology,” Meta entered Meta in 2006.

Wall Street Mostly Zuckerberg questions, for now. Meta shares were flat after slipping about 2% this week. Shares rose by 17% year, Overcoming all the Megacap classmates of the company and the company.

Argus analysts kept the recommended recommendation this week this week and earned a $ 790 shared $ 725 shared share. Stock closed on Friday in dollars 682.35.

“The company’s genius is the ability to proceed along the way to advertising. It is important to guide advertising expenditure, which is the company’s life,” argus analysts wrote.

Davidson’s earth said Zuckerberg put more pressure to give himself the leader of himself, but he will not bet against him.

The earth said, “Last time Zuckerberg felt that he was under the gun,” he He caught Instagram For a billion dollars, a deal setting on Facebook’s dominant mobile player.

It was in 2012, as Facebook was about to deal with the public market. Lurk also highlighted Zuckerberg Buying 19 trillion dollars on WhatsApp Two years later. Meta General Manager sees a brave bet on AI.

“The team will go to rebuild and return,” Lurk said.

– CNBC Kate Rooney and Jonathan Viair helped this report.

See: Meta Perplexity AI approached the AI ​​massive scale