Meta invests $14.3B in Scale AI to kick-start superintelligence lab
nytimes.com
nytimes.com
One (FAIR) is lead by Rob Fergus (who? exactly!) because the previous lead quit. Relatively little gossip on that one other than top AI labs have their pick of outgoing talent.
The other (GenAI) is lead by Ahmad Al-Dahle (who? exactly!) and mostly comprises of director-level rats who jumped off the RL/metaverse ship when it was clear it was gonna sink and by moving the centre of genAI gravity from Paris where a lot of llama 1 was developed to MPK where they could secure political and actual capital. They've since been caught with their pants down cheating on objective and subjective public evals and have cancelled the rest of Llama 4 and the org lead is in the process of being demoted.
Meta are paying absolute top dollar (exceeding OAI) trying to recruit superstars into GenAI and they just can't. Basically no-one is going to re-board the Titanic and report to Captain Alexandr Wang of all people. Its somewhat telling that they tried to get Koray from GDM and Mira from OAI and this was their 3rd pick. Rumoured comp for the top positions is well into the 10's of millions. The big names who are joining are likely to stay just long enough for stocks to vest and boomerang L+1 to an actual frontier lab.
not affiliated with meta or fair.
[1] https://docs.google.com/document/d/1aEdTE-B6CSPPeUWYD-IgNVQV...
As for your comparisons, well Google Research doesn’t exist anymore (to all intents and purposes) for similar reasons.
I agree with most this, I just think we have different meanings of failure. FAIR has "failed" in the eyes of Meta leadership in that they have not converted into a "frontier AI lab" like Deepmind, and as a result they are being sidelined (much like Google Research, which I admit was a bad example). But the orgs were founded to pursue basic research and I think it's not the a failure of the scientists at FAIR that management has failed to properly spin out GenAI. Of course, it sounds like your metric is "AI/LLM competitiveness" and we have no disagreements that FAIR is failing on that end (I just don't think its only important or right metric to be judging FAIR).
* Normatively, I think that it's good to have monopolistic big tech firms be funding basic open research as a counterbalance to academia and also because good basic research requires lots of compute these days. It feels somewhat shortsighted to reallocate all resources to LLM research.
* DINO and JEPA aren't particularly useful for language modeling, but are still important for embodiment/robotics/3D, which indeed seems to be the "next big thing." Also, to their credit, FAIR is still doing interesting and useful work on LLMs for encoders [1], training dynamics [2], and multimodality [3], just not training frontier models.
** GenAI took the money, scope, and resources, but not sure about the good people lol, that seems to be their problem.
[1] https://arxiv.org/abs/2504.01017 [2] https://arxiv.org/abs/2505.24832 [3] https://arxiv.org/abs/2412.14164
This is because these two companies have extremely performance-review oriented cultures where results need to be proven every quarter or you're grounds for laying off.
Labs known for being innovative all share the same trait of allowing researchers to go YEARS without high impact results. But both Meta and Scale are known for being grind shops.
They are, at best, 25-33% efficient at taking talent+money and turning it into something. Their PSC process creates the wrong incentives, they either ignore or punish the type of behavior you actually want, and talented people either leave (especially after their cliff) or are turned into mediocre performers by Meta's awful culture.
Or so I've heard.
not any advantage in virtue (or vices, for that matter)
In national politics, Sam is toe to toe with Elon,which is to say, not great, not terrible
That’s quite the stretch, Elon is now PNG with the MAGA crowd and was already reviled by the left
Even if you’re giving massive cash and stock comp, OpenAI has a lot more upside potential than Meta.
They've long since lost that advantage.
Metas problem is that everyone knows that it’s a dumpster fire so you will only attract people who only care about comp which is typically not the main motivation for the best people.
But maybe they're wrong ...
[1] https://techcrunch.com/2025/06/13/scale-ai-confirms-signific...
Meta, Google, OpenAI, Anthropic, etc. all use Scale data in training.
So, the play I’m guessing is to shut that tap off for everyone else now, and double down on using Scale to generate more proprietary datasets.
But then huge revenue streams for Scale basically disappear immediately.
Is it worth Meta spending all that money just to stop competitors using Scale? There are competitors who I am sure would be very eager to get the money from Google, OpenAI, Anthropic etc that was previously going to Scale. So Meta spends all that money for basically nothing because the competitors will just fill the gap if Scale is turned-down.
I am guessing they are just buying stuff to try to be more "vertically integrated" or whatever (remember that Facebook recently got caught pirating books etc).
But probs. it just makes sense on paper, Scale's revenue will pay this for itself and what they could do is to give/keep the best training sets for Meta, for "free" now.
Zuck's not an idiot. The Instagram and WhatsApp acquisitions were phenomenal in hindsight.
Wouldn’t Scale’s board/execs still have a fiduciary duty to existing shareholders, not just Meta?
Unless we watered-down the definition of super-intelligent AI. To me, super-intelligence means an AI that has an intelligence that dwarfs anything theoretically possible from a human mind. Borderline God-like. I've noticed that some people have referred to super-intelligent AI as simply AI that's about as intelligent as Albert Einstein in effectively all domains. In the latter case, maybe you could get there with a lot of very, very good data, but it's also still a leap of imagination for me.
It's a smart purchase for the data, and it's a roadblock for the other AI hyperscalers. Meta gets Scale's leading datasets and gets to lock out the other players from purchasing it. It slows down OpenAI, Anthropic, et al.
These are just good chess moves. The "super-intelligence" bit is just hype/spin for the journalists and layperson investors.
By whom? The fact that there is a list of competitors means Meta has no monopoly in AI. And Scale AI has no monopoly in labelled data.
It’s anticompetitive. But probably not to an illegal extent. Every “moat” is, after all, a measure in anticompetitiveness.
Their Wikipedia history section lists accomplishments that align closely with DoD's vision for GenAI. The current admin, and the western political elite generally, are anxious about GenAI developments and social unrest, the pairing of Meta and Scale addresses their anxieties directly.
Leaving to join "Meta's super intelligence efforts", whatever that means.
I was in their YC batch, so two notes:
1. He didn't start it himself 2. They weren't doing data labeling when they entered YC. They pivoted to this.
so basically he did MIT at the PhD level in 1 year.
As a classmate myself who did it in 3, at a high level too (and I think Varun - of Windsurf - completed his undergrad in 3 years also)...
Wang's path and trajectory, thru MIT at least, is unmatched to my knowledge.
Meta buys a non-controlling stake and says no customers will be affected but the CEO and others are leaving Scale for Meta. Meta also says they won’t have access to competitor data but at 49% ownership they get major investor rights?
Sounds like an acqui-kill to me?
* CEO works for meta
* almost but not quite a majority stake taken
0: https://podcasts.apple.com/us/podcast/world-bank-cuts-u-s-gr...
I think it's reasonable that this is not counted, unless there's some possible condition on the stock ownership that I'm not aware of. If they ultimately disagree with the decisions from Facebook then they can, in theory, get help from the other stakeholders to override them.
That said, I would not be the least bit surprised if this turned out to be some scheme in which they use a series of technicalities that make the deal look like a merger but "be" an investment.
>The structure was intentional. Executives at Meta and Scale AI were worried about drawing the attention of regulators.
It's a technique that companies do to avoid disruption: Buy early stage startups, and by the time they could "disrupt" the parent company, the parent company's management is ready to retire, and the former startup's management is ready to take their place.
[1] https://en.wikipedia.org/wiki/List_of_highest-grossing_media...
Someone in leadership (don't remember the name) basically swallowed pride and bought Pixar from Jobs. It was considered a "reverse acquisition" because Jobs had so much stock he technically controlled Disney afterwards.
To quote Peter Thiel, "competition is for losers".
Not a fan of the person or many of Meta's business practices. But Meta has given a lot back with Llama and PyTorch, among many other open source contributions. Which others in the space are not doing.
He's very close to peak homo economicus. (EDIT: this next point is wrong, the oral history I heard referred to Winklevoss pops, not Zuckerberg, and I misremembered) Which makes sense, given his father is deep in actuarial services.
Have you seen Oracle?
But also for a long time the best available open-weights models on the market - this investment has done a lot to kickstart open AI research, which I am grateful for no matter the reasons.
While, it's indisputable about the current state of AR/VR. Zuck has a large exetensial risk to Microsoft/Apple/Google. If those companies want to revoke access to Meta's apps (ex [1]) they can and Zuck is in trouble. At one point Google was trying to compete with FaceBook with Google+ and while that didn't work, it's still a large business risk.
Putting billions into trying to get a moat for your product seems like prudent business sense when you're raking in hundreds of billions.
[1]: https://techcrunch.com/2019/02/01/facebook-google-scandal/
Just go look at what people say about them on Reddit. It’s rare to find anything positive, or even a single brand champion that had some sort of great experience with them.
UberCab and Palo Alto Delivery were both services that had great success at user experiences for everyone involved including drivers, riders, small businesses, people ordering food. These experiences created brand champions who went out and raved about these technological innovations nonstop.
I don’t see any mentions of any positive experiences with Scale Ai here on HN or Reddit.. maybe that’s the reason behind the acquisition?
That is my impression of his Twitter feed from what I remember.
But this deal really has left me with my head scratching. Scale is, to put it charitably, a glorified wrapper over workers in the Philippines. What meta gets in this deal is, in effect, is Alexander Wang. This is the same Wang who has said enough in public for me to think, "huh?" Said a lot of revealing stuff like at Davos (dont have the pull quotes off the top of my head) that made me realize he's just kind of a faker. A very good salesman who ultimately gets his facts off the same twitter feed we all do.
On top of what makes this baffling is that Meta has very publicly faced numerous issues and setbacks due to very poor data from Scale that caused public fires in both companies. So you're bringing in a guy whose company has caused grief for your researchers, is not research nor product oriented, and expect to galvanize talent from both the inside and outside to move towards GAI? What is Mark thinking?
Zuckerberg seems to have had all the pieces to make this work but I'm a lot less confident if I'm a shareholder now than a week ago. This is a huge miss.
I love this phrasing
Well said!
Seems about par for Facebook when it comes to company-shifting acquisitions.
Do regulators actually fall for these sort of things in the US? One would expect companies to be judged based on following the spirit of the law, rather than nitpicking and allowing wide holes like this.
The letter of the law is what people follow. The spirit, or intent, of the law is what they argue about in court cases.
If the regulation says 49% and a company follows it, who's to say they're exploiting a loophole? They're literally following the law. Until there is a court case and precedent is set.
There may be some other regulations that are avoided by a partial acquisition, but it doesn't bring it wholly outside of the relevant antitrust laws.
I guess "intent" is what matters really. If the intent is to avoid regulatory review and you could prove that intent, then they're trying to exploit it. That in itself should probably trigger a review regardless. If they've arrived at 49% for some other reason(s) than just to avoid regulatory review, then fair enough.
Spiritual laws is how you get b b kangaroo courts
It very much seems it's been an investment in getting himself to be more of a "household name in AI". That is exactly what Meta needs (or at least thinks it needs) now.
I very much believe that there is very little moat in AI (currently, and in the forseeable future short some underlying hardware/etc breakthrough), and the success (from a consumer perspective) will come down to which of the big-cos (Facebook v Amazon v Google v OpenAI v Anthropic/Claude) consumers trust more. Zuck is, to put it mildly, *not* a trustworthy name for Meta to associate to leading the product that they want consumers to trust and depend on for their entire lives.
Whether or not Wang has any more qualifications than 1) is somewhat of a recognized AI name, and 2) is okay at speaking confidently on topics someone briefed him about, I don't think really plays much into this. If he needs help/assistance/etc with any of the meta scale/politics/management/etc, zuck can buy that for him.
What Zuck can't seem to buy (for himself) is some level of trust.
(Or maybe the metaverse needs AI bots running around … perhaps scalping tickets or something. In fact I get it though — they're looking for the Next Big Thing — as all big companies are. I even think they're on to it this time. The whole metaverse thing was just so obviously misguided, misspent capital.)
* mediated (AR/XR) environments are almost certainly going to be much more popular / used than today, likely in some new device form factors
* Demand for 3D type content and audio and text content will therefore be rising dramatically
Perhaps the least realistic part of Ready Player One was the infinite AAA content floating around; pre gen-AI it was like you’d need 3/4 of the worlds population making digital assets for the other 1/4.
Gen AI changes this, a lot. Avatars, agents, all those are deemed likely to be more compelling as video / imagery gets super cheap to generate as text and audio are now.
The bitter lesson of the AR/XR space is that — hardware is hard. I think it’s a mistake to scoff at something both Apple and Zuck are pouring billions into a priori — even if the markets don’t seem to be working out as expected right now.
I’m writing this on ipadOS beta 26, and the interface tells me that Apple is committing to visionOS type interactions over the next 10 years; the design iconography from the AVP is everywhere now.
Upshot - generative environments, agents and etc. seem likely to me to be big someday — companies with major AR/VR hardware divisions and more data than us don’t seem to be giving up on the space. Practically speaking, a lot of people really want to be able to ‘live’ at least part of the time in a generative reality that they connect to emotionally. I think we’ll see a lot more of it.
All that said, just like there are AI hype waves, and now one that looks like it ‘stuck’, metaverse has these periods. Still an open question if / when one will stick. But I think it’s likely to in the long term.
Microsoft floundered an entire decade on mobile and Windows Vista when they were going to lose out on Google that was literally paying OEMs to use their software and Apple, who had a vertical stack and made money off hardware. Huge setback in terms of focus that took them a long time to recover from.
The main constraint is focus of talent to work on one thing. This is a huge move in terms of coordinated effort into this space that may or may not pay off.
The right leadership might be able to get talent to work for a discount. The wrong one would lead to talent not coming at all.
That this is clearly the wrong person to hire? Maybe Demis or Ilya is worth $15B but Wang? Extremely odd choice...
And money concerns aside, Meta needs to be a major player in AI. If they have made the wrong bet with Scale AI & Wang then the company will suffer in the long term.
Being first to achieve certain milestones matters a lot.
How old are you and what have you achieved more than Alexandr Wang?
We intentionally didn’t use them at all for Llama 2 and mostly avoided using them for Llama 3, but execs kept pushing Scale on us. Total mystery why until now, guess this explains it.
However, a top research lab needs to be competitive yet still have an environment that fosters intellectual honesty. Meta Gen AI did not seem like that, and I don't think Scale's culture is like that either.
For anyone who doesn't know: if you see a comment which is [dead] but shouldn't be, you can vouch for it (https://news.ycombinator.com/newsfaq.html#cvouch).
How?
But this is actually interesting. Asking for medical information in the past was the realm of Google Search, now a combo of Google/Gemini/Chatgpt/whatever. Could it be they are going to try to bite off a chunk of that market? kind of like how they chose not to compete with Google search in 2010's. But now are taking another pass at it?
https://en.wikipedia.org/wiki/Scale_AI
A drone army would come in handy for suppressing dissent in the Gulf monarchies or in LA.
What is their end goal with AI? I understand Google, Anthropic and OpenAI try to cater to a certain audience with their AI products.
I understand the way Apple wants (but is failing) to integrate AI into their products.
What’s Meta’s strategy here? What’s their vision?
Are they planning to launch a ChatGPT competitor?
It seems like this acquisition is focused on technology, but what’s the product vision?
Mark wants to own platforms. He always has. That’s why they tried to make a phone, networks, VR headsets, horizon worlds and now glasses.
AI is just their vessel to draw people in. It’s the flash that gets people on board. It’s the commoditizing your complement, in that they want to undercut the competition and have the money to do so, as a means to pull people in rather than lose them to OpenAI or the like who are also trying to build platforms.
Put another way: these companies want to be the next iOS or Android, and they are doing what they can to be as sticky and appealing as possible to make that happen.
Stuff like:
I don't get it, either. Facebook/Instagram/WhatsApp are ways to communicate with people you know, and they have a monopoly on that. (Well, Instagram is also softcore porn and product placement...)
TikTok beat them as mindless entertainment, showing people videos they're likely to watch until they end, and Zuck freaked out. Sometimes people would rather just watch TV than hang out with their friends! OMG! TikTok's bottleneck is that humans have to create the videos, so if Zuck can generate videos to maximize watch time, he wins.
Paying billions of dollars for a data-labeling company, though... Well, I guess it's not easy to put together a bunch of digital sweatshops in Kenya and the Philippines, but is it worth that much?
The metaverse was their strategy. Then AI hype took over Silicon Valley and the unloved under-resourced AI team at Facebook became the stars of the show. Meta are now standing on the shoulders of those teams and the good will they generated from their foundational and open research efforts.
An AI first strategy from Facebook would not have involved a rebrand or open sourcing any research or models and would probably have looked a lot like OpenAi or Grok.
unclear whether wang is bringing a copy of all the data that they previously labeled as part of this 49% stake.
Will this still be an exit event for employees or do they get screwed here?
> "The proceeds from Meta's investment will be distributed to those of you who are shareholders and vested equity holders [...] The exceptional team here has been the key to our success, so I'm thrilled to be able to return the favor with this meaningful liquidity distribution."
... What world peace are you speaking of?
Has anyone heard a bull case on being a minority shareholder in Scale.ai after this deal? Seems a bit like late stake investors are getting thrown under a bus.
If AI is solved (we don't have AI yet) then many other problems get solved too.
Could also be read:
> Meta spends 10% of last year's revenue to acquire 49% of a top AI data company and poach their leadership, to ensure they are a key player in what could be a ~5-trillion dollar industry by 2033.
Meta has a history of this. Acquiring Oculus (and leaning in on VR), Ray-Ban partnership (and leaning in on AR)... etc.
These all just seem like decisions to ensure the company's survival (and participation) in whatever this AI revolution will eventually manifest into.
Why does Meta want VR to work? Create the Meta-verse? We're back at why, what problem does it solve? Same with AI, what's the goal here, besides being an AI company?
It wouldn't surprise me if at least some of that data is being piped back to Meta. Data that can latter be used by LLMs to train on.
Even if this isn't enabled on consumer models, on the corporate side it can make sense. Say you're a risk adjuster for a factory. Walk around with your VR headset. In real time MetaOshaHelper can identify issues, you can tag them yourself.
Then send the video back to your on prem LLM for data processing. New hires get a VR headset which can use this data for help on boarding.
Or... Robots will use the data and replace human workers entirely.
Meta's product is not Instagram or Facebook. It's Meta's stock.
theZuck doesn't have to be around other people in the -verse. For him, that's a great solve
This deal brings into focus whether the shovels are data or GPUs. Advantage to data comes, surprisingly, in perishability: a GPU fleet remains cutting edge for only one product cycle.
People forgot about that as if Zuck wasn't walking around telling us we'd hang out with friends in virtual spaces, and do activities with goggles on.
I really have got to think about that every time people act like these overvalued companies with unlimited funds know what they're doing.
> Today's investment also allows us to give back in recognition of your hard work and dedication to Scale over the past several years. The proceeds from Meta's investment will be distributed to those of you who are shareholders and vested equity holders, while maintaining the opportunity to continue participating in our future growth as ongoing equity holders. The exceptional team here has been the key to our success, so l'm thrilled to be able to return the favor with this meaningful liquidity distribution.
We truly live in a clown world when a casual $14B is being chucked at garbage like this, I hope those Iranian nukes turn out to be real this time and I get to be the first in line to be cleansed via nuclear fire, 'cause I'm tired boss.
"During the height of the COVID-19 pandemic, Wang was roommates with his friend Sam Altman, the chief executive officer of OpenAI."
Two mutli-millionaires being roommates sounds pretty strange/funny/weird to me.
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You said:
Meta invests $14.3B in Scale AI to kick-start superintelligence lab (nytimes.com) 467 points by RyanShook 5 days ago | 474 comments ChatGPT said: Thanks for sharing the headline: "Meta invests $14.3B in Scale AI to kick-start superintelligence lab (nytimes.com)"
Here's a quick breakdown of what that means (based on the title alone — I can't access the article directly without a link or more detail):
Key Takeaways: Meta (Facebook’s parent company) is making a massive $14.3 billion investment.
The investment is going to Scale AI, a company that specializes in training data for machine learning — essential for large AI models.
The goal is to accelerate work on "superintelligence", a term often used to describe AI that surpasses human-level intelligence.
This could be Meta's answer to OpenAI’s frontier work, Anthropic, or Google DeepMind.
Why It’s Important: $14.3B is a huge amount even by tech standards — signaling Meta’s very serious intent to dominate AI.
It could boost Scale AI into a top-tier partner for training large-scale language models or AGI systems.
Meta might be aiming to own the data pipeline, reducing dependence on open-source or third-party training datasets.
What's Scale AI? Known for labeling data for AI training.
Works with enterprises and governments.
Critical infrastructure in training powerful, accurate models.
If you want a deeper analysis or verified summary from the actual article, feel free to drop the link or ask for a source check — I can pull live data if needed.
You said: Qya shar kron mojha pasa melga os pa ChatGPT said: Agar aap "Meta invests $14.3B in Scale AI" jesa news ya article share karte ho kisi platform (Facebook, WhatsApp, etc.) par, to aapko seedha paisa milne ka koi tareeqa nahi hota — jab tak aap kisi monetized platform par kaam nahi kar rahe.
Lekin paisa kamane ke kuch halal aur real tareeqay hain aise news ko use kar ke:
1. YouTube Shorts ya TikTok Video Banao Aise AI news par short informative videos banao.
Agar views aayein to monetize ho sakta hai.
Example: “Meta ne AI mein 14 billion dollar kyun lagaye?”
2. Blog ya Website Par Article Likho Agar apki site par traffic aata hai, Google AdSense se paisa milta hai.
Aap news ka Urdu mein ya easy explanation likh sakte ho.
3. Facebook Page ya Instagram Reels AI news daily share karo + voiceover do.
Page grow hone par sponsorships mil sakti hain.
4. Picoworkers ya Microtask Sites Wahan par kabhi kabhi task hotay hain: “News share karo” ya “video dekho.”
Direct paisa milta hai har task ka (₹20–₹100 tak).
5. Affiliate Marketing Agar aap AI tools promote karte ho (jaise: ChatGPT, Jasper, Grammarly), to Meta jese news se link karke promote karo.
Agar aap chahte ho ke main aap ke liye koi real earning ka plan banaun (news sharing ya AI topics se), to mujhe batao:
Aap ke paas Facebook page ya YouTube channel hai?
Aap Urdu ya English mein kaam kar sakte ho?
Aap mobile use karte ho ya laptop?
Phir main aap ke hisaab se best plan bataunga.
You said: To is ander kya likho ChatGPT said: Agar aap "Meta invests $14.3B in Scale AI" wali news ko WhatsApp, Facebook group, ya kisi earning platform (jaise Picoworkers, SproutGigs) par share karna chahte ho — to aapko sirf link bhejna kaafi nahi hota, balki uske sath interesting aur simple language mein text likhna padta hai jo logon ka attention le.
Example Text (Urdu + Roman Style): Meta ne 14.3 Billion Dollar invest kiye AI company mein!
Facebook ki parent company Meta ne AI mein dhamaka kar diya — ab Scale AI ke sath mil kar Superintelligent AI banane ka plan hai!
Yani agla zamana sirf AI ka hoga!
Janiye puri detail yahan: [ Link dalen yahan]
Example (English + Short Style): Meta just invested $14.3B in Scale AI!
This could change the future of superintelligent AI forever.
Read what’s happening [Your Link Here]
Tips: Emojis ka use karo — attention ke liye
Roman Urdu ya simple English use karo
Jis platform pe share kar rahe ho, uska mood samjho (e.g., news group vs earning task)
Agar aap chahein to mujhe batayein:
Aap kis platform par share karna chahte ho?
Kis language mein audience zyada active hai? Main uske mutabiq ready-made text de dunga copy-paste ke liye.
You said: Ap bana kado ChatGPT said: Bilkul! Yahan maine aap ke liye 3 ready-made versions bana diye hain jo aap copy-paste kar ke Facebook, WhatsApp, Picoworkers, ya kisi bhi jagah share kar sakte ho:
Roman Urdu Version (Popular Style) Meta ne 14.3 Billion Dollar invest kiye Scale AI mein! Facebook wali company ab Superintelligent AI banane ja rahi hai
Socho future mein AI insanon se zyada intelligent hoga!
Puri detail yahan par dekho: [Yahan link dalo]
English Version (Simple & Professional) Meta just invested $14.3 billion in Scale AI!
They're planning to build a superintelligence lab that could change the future of AI forever.
Must-read update for tech lovers! [Insert your link here]
Earning Platform Task Style (Picoworkers etc.) Task: Read & Share this breaking AI news
Meta has invested $14.3B in Scale AI to build a superintelligence lab
Check article and share it: [Insert your link here]
Done? Submit screenshot as proof
Aap sirf link replace kar den:
[Insert your link here] → is jagah apna NYTimes ya koi bhi article ka link daal den.
https://apnews.com/article/meta-ai-superintelligence-agi-sca...
See, when he paid $1 billion in 2012 for a 7 employees company, everybody thought it is the biggest mistake he made.
Who he paid $21.8 billion in 2014 for 55 employees size messaging company, people said similar things, but both turned out to be a great success in market dominance.
Scale serves the top tier AI companies, and Alexandr is a prodigy by all means, so hell ye.
Unlike many other cases where M&A simply killed the companies / product, here it is going to be power multiplier, Meta's data to scale and back, will make scale better and meta's AI better.
1. Mark no longer wants to run the company and he is picking alexander wang. 2. Mark believes that Ai is the top priority, his teams have failed, (this is all clearly true so far) and he wants completely change the org structure of his AI efforts (not recommendation but everything else). 3. Mark wants to cut off the supply of information to other labs 4. Mark thinks that full access to ScaleAi's data could accelerate their research and somehow they couldn't do this with a less expensive options.
(2) seems semi-reasonable (in that Meta has failed with near infinite resources) but acquiring a handful of execs for this price seems absurd.
(3) seems like a conspiracy theory and the technology is moving away from this path of data collection, although it is still important at this very moment.
(4) Maybe.
I guess some combination of all 4 is plausible. But the amount of money seems, frankly, absurd.
Zuck is depressed as he wants to be liked and the Theo Von interview recently was a disaster.
You and I may buy a new tech toy for $100 to cheer ourselves up, he spent a bit more :-)
Gavin Belson would be proud. Or at least steal the quote; same thing, really.
Rather, I’m speaking about the entire industry. Humanity isn’t demanding this, only those at the top seem to want it, and they seem to want it so they can keep more share of the pie for themselves, and decrease the size of everyone else’s share.
It feels like we’re at a very ugly crossroads.
Just my 2-cents. Meaningless in the face of it all :)
Like, at some point the end product needs to be a literal genie's lamp or fountain of youth.
https://www.businessinsider.com/meta-q1-2025-earnings-realit...
So I started to treat it as more of an update, as in "Huh, my idea of what something is worth just really clashed with the market, curious."
Does not mean the market is right, of course. But most of the time, when digging into it and thinking a bit more about it, I would not be willing to take the short position and as a consequence moderate my reaction.
https://www.theinformation.com/articles/fame-feud-and-fortun...
Edit (as per wikipedia):
"Lucy Guo was fired two years later in 2018." She was a co-founder.
Edit: read the article. No mention of Yann. What kind of journalists are these people, to not get viewpoints from different angles? They might as well just reproduce press releases and be done with it.
You can believe LLMs won't lead to AGI and still believe that spending billions to have a best in class model will allow you to make products that will recoup that investment.