Zuckerberg Meta must win AI after billions spent on the “dream team”

If Mark Zuckerberg He feels warm, he opens his wallet.

41-year-old Facebook founder and Meta The CEO takes expenses, as never before, trying to position its campaign in the forefront of artificial intelligence and replenish recent expensive mistakes in the market that quickly revolutionizes the business world.

After stunning investment in scale AI who brought with them last week Reception to the job of the founder of the startup Alexander WangAnd a small group of his leading staff, Meta is now plans to hire former GITHUB CEO NAT FREDMAN and his business partner Daniel Grus, who was the CEO of launching Safeplup 32 billion, CNBC, CNBC, CNBC, CNBC, CNBC ReportD this week.

Earlier, Meta tried to purchase a safe superstal, which was launched a year ago by co -founder of Openai Ilya Sutskever, CNBC sources said. According to other sources, Meta had previously negotiated the purchase Surprise IIwhich was estimated at $ 14 billion in the financing round in May. People who talked to CNBC about different classes asked not to be called with the confidentiality.

Zuckerberg told investors on the most recent Call profit In April, “The main topic now, of course, is how AI transforms everything we do.” At the same time, Meta has increased its capital expenses for a year to $ 64 billion to $ 72 billion from $ 60 to $ 65 to display more investment at the II Data Center and potentially higher equipment costs.

What Zuckerberg did not say is that he was about to start firing mounds to review his AI organization.

“Mark Zuckerberg is founded and it will not be stopped,” said Gil Luria, Da Davidson analyst, in an interview on Friday with CNBC. Luria has a stock purchase rating but said that to win the II, Meta must be successful in the next round with the dream team they are building. “

In Meta, AI built into the company, from its main online advertising block and Instagram algorithms to its efforts to build Metarse. The best AI and technology models increase the existing business company, both improving ads on advertising and reducing costs.

However, the construction of fundamental models used by a huge developer community – where the company competes Google.

A unique Meta -source Meta approach is built around the Llama family model. Its last update in April, Llama 4 ai modelsThe developers have not received well. At the time, Meta released only two smaller versions of Llama 4 and said that it would eventually release a greater and more powerful “hippo”.

“On the heels of the successful deployment of Llama 3 years ago, Llama 4, which came out this year, was an absolute failure, almost in his confession,” Luria said, citing Zuckerberg. “Meta cannot afford to fall into the leading AI model. So they are in the market desperately trying to replace their AI team now.”

Meta did not respond to a request for a commentary on this story.

Then Zuckerberg drew attention to Friedman and Gross Hituba, which invest in their venture firm Nfdg. They will work on the products under the Wang, one of the sources familiar with this issue, CNBC reported on Thursday. Meta, meanwhile, will receive a stake in NFDG, according to several sources.

Meta’s press secretary did not comment on the planned hiring and said that the company “to share more about our efforts by the warden and the great people who join this team in the coming weeks.”

Not all Zuckerberg recruits cost billions of dollars. Some are in tens or hundreds of millions. This is, according to the CEO of Openai Sam Altman.

Altman – Note In the last episode “Undeveloped“The podcaste accepted by his brother, that Meta tried to lure Openai staff, offering the signing of bonuses up to $ 100 million with even greater annual compensation packages.

“I heard that meta considers us the biggest competitor,” Altman said in the podcast. “Their current efforts did not work as hoped, and I respect the aggressive and continue to try new things.”

On Friday, Meta Technology Chief Andrew Bosworth told CNBC “Final Been Overtime” that Altman counteracts the proposals.

“The market sets a bet here for the talent level, which is really incredible and some unprecedented in my 20-year career as a head of technology,” said Boswart, who joined Meta in 2006.

Wall -Rate basically gives Zuckerberg the benefit of doubt. This week Meta shares were flat after slipping about 2% last week. The stock has increased by 17% a year, overcoming NASDAQ and all Megacap peers.

This week, ARGUS analysts supported a recommendation for buying a stock and raised a target price up to $ 790 per share from $ 725 per share. The shares closed on Friday at $ 682.35.

“The ability of the company to take advantage of Genai’s successes in advertising is a particularly relevant opportunity to manage advertising costs that are a company’s life source,” Argus analysts write.

Luria to Davidson said Zuckerberg had more pressure on herself to turn meta into a long -term leader of the II, but said he would not bet against him.

Luria said, “The last time Mr. Zuckerberg felt he was under the gun,” he rose to Instagram A $ 1 billion transaction that created the foundation for Facebook to become a dominant player on a mobile phone.

It was in 2012, just as Facebook was going to enter the public market. Luria also emphasized the conflicting Zukerberg Purchase WhatsApp 19 billion dollars Two years later. He sees how the meta -generator makes the equally bold rate in the II.

“He is going to restore the team and they are going to return,” Luria said.

– Kate Runny and Jonathan Vanian CNBC contributed to this report.

See: Meta came up