Meta正全力推进所谓的“超级智能”竞赛：随着新成立的Meta超级智能实验室（Meta Superintelligence Labs，简称MSL）逐步成型，公司再度对人工智能部门进行重组。但分析师指出，投资者始终紧盯Meta长期承诺的目标——通过优化产品提升用户参与度，进而推动广告销售额增长。即便超级智能人工智能模型最终落地，也不过是实现这一目标的手段而已。
此次重组由前Scale AI首席执行官汪滔（Alexandr Wang）主导，他于今年6月被马克·扎克伯格（Mark Zuckerberg）任命为首席人工智能官。汪滔目前负责管理由数千名工程师、科学家和产品经理组成的庞大团队，据悉他正计划精简团队，此举预计将导致部分高管离职，至少一个团队面临解散。
Meta聘请汪滔以协助公司招募一支规模虽小但薪酬极高的研究团队——据悉部分研究人员获得的薪酬方案总额超1亿美元（通常分数年发放），这支团队目前已成为Meta人工智能研发工作的中流砥柱。但该团队仅是冰山一角：此次重组将整个人工智能部门整合至超级智能实验室，并新设立四个小组，分别专注于研究、训练、产品以及基础设施，所有调整均以“提速”为目标。这四个小组的负责人均向汪滔汇报工作，其中包括知名投资人、前GitHub首席执行官奈特·弗里德曼（Nat Friedman，将负责产品与应用研究），以及前OpenAI研究员赵晟佳（Shengjia Zhao，将以首席科学家身份领导研究团队）。
在近期一封详尽阐述重组计划的员工邮件中，汪滔承认重组可能会带来混乱，但坚称新架构“将让我们在长期内以更快速度实现超级智能”。（针对《财富》杂志确认邮件内容的请求，Meta未作出回应，该邮件内容此前已由《商业内幕》披露。）
投资者对此似乎反应不一：消息公布当天，Meta股价一度下跌超2%，但收盘前已基本收复失地。
研究公司Futurum Group首席执行官丹尼尔·纽曼（Daniel Newman）表示，股价下跌也反映了整体市场的焦虑情绪——近期人工智能及大型科技股从高位回落，市场热度有所降温。他预计市场将出现“温和修正”，但指出Meta“此前业绩表现极为强劲”，且“最近再次交出了亮眼的季度成绩单”。不过，分析师仍在密切关注两大关键要点：扎克伯格为顶尖人工智能研究人员开出的九位数薪酬，以及公司频繁进行的架构重组，同时留意Meta能否在人工智能竞赛中缩小与竞争对手的差距。“诚然，市场存在担忧情绪，”纽曼说道，并指出OpenAI、xAI、谷歌（Google）等公司推出的多款前沿模型持续迭代升级，而Meta的开源模型Llama似乎陷入停滞。
他表示：“我们认为，在扎克伯格大规模招聘后，Meta团队需要一段适应期，才能逐步提速，研发出更具竞争力的解决方案。”
为Meta的产品机器提供动力
然而，Meta对“速度”的追求，本质上是其“产品引擎”的延伸，而非致力于解决人类面临的最大挑战。尽管Meta曾通过旗下基础人工智能研究实验室[由首席科学家杨立昆（Yann LeCun）共同创立]涉足人工智能登月计划，但OpenAI、Anthropic等竞争对手，以及Thinking Machines Lab、Safe Superintelligence等衍生机构，已将“通用人工智能”（AGI，通常定义为具备人类同等智能水平的人工智能）与“超级智能”（远超人类智能水平的人工智能）确立为核心使命。
相比之下，即便在“超级智能”成为热词之前，Meta的核心使命始终未变：优化旗下产品，提升用户在其利润丰厚的社交媒体平台[包括脸书（Facebook）、Instagram、WhatsApp]上的活跃度。这些平台的广告业务几乎贡献了Meta的全部营收——最新季度营收已达466亿美元。
扎克伯格上月通过一条Instagram短视频及一篇博文强调了这一关键要点。他在发布的内容中提到，人工智能技术正飞速发展，我们开始观察到“人工智能系统自我改进的迹象”，并补充称，超级智能如今“已近在咫尺”。但与竞争对手人工智能公司聚焦“科学突破或经济变革”不同，扎克伯格的愿景始终围绕“个体用户”：打造一款个性化人工智能，助力用户“实现目标、创作出内心渴望在世界中看见的内容、成为更贴心的朋友，成长为理想中的自己”。
这种定位与Meta一贯秉持的发展路径高度吻合——面向消费者的体验设计旨在维持用户粘性（进而推动广告销售）。在扎克伯格看来，超级智能还意味着为“融入人工智能的未来个人设备”提供动力，尤其是能“看见我们所见、听见我们所闻，并全天候与我们互动”的增强现实（AR）眼镜。
纽曼表示，他依然看好Meta的前景，原因在于该公司“对业务中‘研究端’的依赖度较低，而是利用人工智能持续提升日活跃用户数量——营收自然也随之不断增长。”
但弗雷斯特研究公司（Forrester）的迈克·普鲁克斯（Mike Proulx）却持有不同见解。他在接受《财富》杂志采访时指出，“Meta正全力以赴打造‘业界最佳、性能最强大的人工智能模型’，这一点毋庸置疑。当前人工智能竞赛已全面展开，而Meta在与竞争对手的较量中处于落后态势。将重心锁定在超级智能领域，能为Meta在战略与运营层面确立清晰目标，进而凝聚力量。”
扎克伯格在Meta最新财报电话会议上也表达了类似观点，强调人工智能是Meta五大重点领域的核心。但普鲁克斯指出，扎克伯格在电话会议中强调，超级智能融入人们日常生活的“主要载体”是人工智能眼镜，而非Meta旗下的系列应用程序。
总体而言，普鲁克斯表示，他并不担忧Meta人工智能部门看似频繁的变动。“这一领域正以惊人的速度发展。如同任何一场新兴技术竞赛，过程中必然会伴随大量调整。这是行业特性使然。”他说道。
尽管关于超级智能的讨论热度持续攀升，但Meta人工智能部门的重组，表明其核心战略并未发生改变：仍是通过打造个性化产品，促使数十亿用户持续滑动屏幕、广告持续投放——不久的将来，人工智能驱动的眼镜有望成为人人佩戴的日常设备。该公司的发展走向备受关注：“如今的问题在于，团队能否有效达成既定目标。”普鲁克斯说道。（*）
译者：中慧言-王芳
Meta正全力推进所谓的“超级智能”竞赛：随着新成立的Meta超级智能实验室（Meta Superintelligence Labs，简称MSL）逐步成型，公司再度对人工智能部门进行重组。但分析师指出，投资者始终紧盯Meta长期承诺的目标——通过优化产品提升用户参与度，进而推动广告销售额增长。即便超级智能人工智能模型最终落地，也不过是实现这一目标的手段而已。
此次重组由前Scale AI首席执行官汪滔（Alexandr Wang）主导，他于今年6月被马克·扎克伯格（Mark Zuckerberg）任命为首席人工智能官。汪滔目前负责管理由数千名工程师、科学家和产品经理组成的庞大团队，据悉他正计划精简团队，此举预计将导致部分高管离职，至少一个团队面临解散。
Meta聘请汪滔以协助公司招募一支规模虽小但薪酬极高的研究团队——据悉部分研究人员获得的薪酬方案总额超1亿美元（通常分数年发放），这支团队目前已成为Meta人工智能研发工作的中流砥柱。但该团队仅是冰山一角：此次重组将整个人工智能部门整合至超级智能实验室，并新设立四个小组，分别专注于研究、训练、产品以及基础设施，所有调整均以“提速”为目标。这四个小组的负责人均向汪滔汇报工作，其中包括知名投资人、前GitHub首席执行官奈特·弗里德曼（Nat Friedman，将负责产品与应用研究），以及前OpenAI研究员赵晟佳（Shengjia Zhao，将以首席科学家身份领导研究团队）。
在近期一封详尽阐述重组计划的员工邮件中，汪滔承认重组可能会带来混乱，但坚称新架构“将让我们在长期内以更快速度实现超级智能”。（针对《财富》杂志确认邮件内容的请求，Meta未作出回应，该邮件内容此前已由《商业内幕》披露。）
投资者对此似乎反应不一：消息公布当天，Meta股价一度下跌超2%，但收盘前已基本收复失地。
研究公司Futurum Group首席执行官丹尼尔·纽曼（Daniel Newman）表示，股价下跌也反映了整体市场的焦虑情绪——近期人工智能及大型科技股从高位回落，市场热度有所降温。他预计市场将出现“温和修正”，但指出Meta“此前业绩表现极为强劲”，且“最近再次交出了亮眼的季度成绩单”。不过，分析师仍在密切关注两大关键要点：扎克伯格为顶尖人工智能研究人员开出的九位数薪酬，以及公司频繁进行的架构重组，同时留意Meta能否在人工智能竞赛中缩小与竞争对手的差距。“诚然，市场存在担忧情绪，”纽曼说道，并指出OpenAI、xAI、谷歌（Google）等公司推出的多款前沿模型持续迭代升级，而Meta的开源模型Llama似乎陷入停滞。
他表示：“我们认为，在扎克伯格大规模招聘后，Meta团队需要一段适应期，才能逐步提速，研发出更具竞争力的解决方案。”
为Meta的产品机器提供动力
然而，Meta对“速度”的追求，本质上是其“产品引擎”的延伸，而非致力于解决人类面临的最大挑战。尽管Meta曾通过旗下基础人工智能研究实验室[由首席科学家杨立昆（Yann LeCun）共同创立]涉足人工智能登月计划，但OpenAI、Anthropic等竞争对手，以及Thinking Machines Lab、Safe Superintelligence等衍生机构，已将“通用人工智能”（AGI，通常定义为具备人类同等智能水平的人工智能）与“超级智能”（远超人类智能水平的人工智能）确立为核心使命。
相比之下，即便在“超级智能”成为热词之前，Meta的核心使命始终未变：优化旗下产品，提升用户在其利润丰厚的社交媒体平台[包括脸书（Facebook）、Instagram、WhatsApp]上的活跃度。这些平台的广告业务几乎贡献了Meta的全部营收——最新季度营收已达466亿美元。
扎克伯格上月通过一条Instagram短视频及一篇博文强调了这一关键要点。他在发布的内容中提到，人工智能技术正飞速发展，我们开始观察到“人工智能系统自我改进的迹象”，并补充称，超级智能如今“已近在咫尺”。但与竞争对手人工智能公司聚焦“科学突破或经济变革”不同，扎克伯格的愿景始终围绕“个体用户”：打造一款个性化人工智能，助力用户“实现目标、创作出内心渴望在世界中看见的内容、成为更贴心的朋友，成长为理想中的自己”。
这种定位与Meta一贯秉持的发展路径高度吻合——面向消费者的体验设计旨在维持用户粘性（进而推动广告销售）。在扎克伯格看来，超级智能还意味着为“融入人工智能的未来个人设备”提供动力，尤其是能“看见我们所见、听见我们所闻，并全天候与我们互动”的增强现实（AR）眼镜。
纽曼表示，他依然看好Meta的前景，原因在于该公司“对业务中‘研究端’的依赖度较低，而是利用人工智能持续提升日活跃用户数量——营收自然也随之不断增长。”
但弗雷斯特研究公司（Forrester）的迈克·普鲁克斯（Mike Proulx）却持有不同见解。他在接受《财富》杂志采访时指出，“Meta正全力以赴打造‘业界最佳、性能最强大的人工智能模型’，这一点毋庸置疑。当前人工智能竞赛已全面展开，而Meta在与竞争对手的较量中处于落后态势。将重心锁定在超级智能领域，能为Meta在战略与运营层面确立清晰目标，进而凝聚力量。”
扎克伯格在Meta最新财报电话会议上也表达了类似观点，强调人工智能是Meta五大重点领域的核心。但普鲁克斯指出，扎克伯格在电话会议中强调，超级智能融入人们日常生活的“主要载体”是人工智能眼镜，而非Meta旗下的系列应用程序。
总体而言，普鲁克斯表示，他并不担忧Meta人工智能部门看似频繁的变动。“这一领域正以惊人的速度发展。如同任何一场新兴技术竞赛，过程中必然会伴随大量调整。这是行业特性使然。”他说道。
尽管关于超级智能的讨论热度持续攀升，但Meta人工智能部门的重组，表明其核心战略并未发生改变：仍是通过打造个性化产品，促使数十亿用户持续滑动屏幕、广告持续投放——不久的将来，人工智能驱动的眼镜有望成为人人佩戴的日常设备。该公司的发展走向备受关注：“如今的问题在于，团队能否有效达成既定目标。”普鲁克斯说道。（*）
译者：中慧言-王芳
Meta is doubling down on its so-called race to “superintelligence,” reshuffling its AI organization once more as its new Meta Superintelligence Labs (MSL) group takes shape. But analysts say investors are keeping their eye on the prize Meta has always promised: improved products that increase engagement and, in turn, sell more ads. Superintelligent AI models, if they arrive, are just a means to that end.
This time it’s former Scale AI CEO Alexandr Wang—brought on by Mark Zuckerberg in June as chief AI officer—leading the reorganization. Wang, who now oversees a sprawling operation of thousands of engineers, scientists, and product managers, is looking to rein it in, reportedly resulting in some expected executive departures and at least one team shutdown.
Wang was hired to help recruit a small, high-priced cadre of researchers—some reportedly offered compensation packages exceeding $100 million, typically spread out over several years—now perched at the pinnacle of Meta’s AI effort. But that group is only the tip of the spear: The new restructuring folds the entire AI organization into MSL, with four new groups focused on research, training, products, and infrastructure, all part of a bid for speed. The quartet of group leaders will all report to Wang, including well-known investor and former GitHub CEO Nat Friedman, who will lead product and applied research, and former OpenAI researcher Shengjia Zhao, who will lead the research team as chief scientist.
In a recent email to employees, which detailed the restructuring, Wang acknowledged that reorganizations can be disruptive but insisted the new structure would “allow us to reach superintelligence with more velocity over the long term.” (Meta did not respond to Fortune’s request to confirm the contents of the email, which were published by Business Insider.)
Investors, meanwhile, seem to have mixed feelings: Meta’s stock slid more than 2% on the news today, but climbed most of the way back by market close.
The share-price slide also reflects broader market jitters, as overheated AI and Big Tech names come off recent highs, said Daniel Newman, CEO of research firm the Futurum Group. He said he expects a “modest correction” but noted that Meta has “had an incredible run” and recently “delivered a great quarter once again.” Still, analysts are eyeing Zuckerberg’s nine-figure paydays for top AI researchers and his repeated reorganizing, and watching for signs that Meta will close the gap in the AI race. “Of course there is some concern,” Newman said, pointing out that numerous frontier models from OpenAI, xAI, and Google continue to improve, while Meta’s open-source Llama models have “seemingly stalled.”
“We think the team at Meta, after Zuckerberg’s hiring spree, will need a period of acclimation before it finds the velocity to develop more competitive solutions,” he said.
Feeding Meta’s product machine
That need for speed, however, is best understood as an extension of Meta’s product machine rather than a bid to solve humanity’s greatest challenges. While Meta has dabbled in moonshot AI through its FAIR research lab (cofounded by chief scientist Yann LeCun), rivals like OpenAI and Anthropic and spinoffs such as Thinking Machines Lab and Safe Superintelligence have made the pursuit of artificial general intelligence (AI generally defined to be as smart as humans) and superintelligence (AI far smarter than humans) their central mission.
Meta’s mission, by contrast, has remained the same as it was before “superintelligence” became a buzzword: improving the products that power engagement on its massively profitable social-media platforms, including Facebook, Instagram, and WhatsApp. The advertising on those platforms is the source of nearly all of Meta’s revenue, which reached $46.6 billion in the most recent quarter.
Zuckerberg underscored this focus last month with an Instagram Reel and blog post in which he said AI is rapidly advancing and that we’re beginning to see “glimpses of AI systems improving themselves.” Superintelligence is now “in sight,” he added—but while rival AI companies talk about scientific or economic breakthroughs, his vision is aimed squarely at the individual: a personalized AI that helps you “achieve your goals, create what you want to see in the world, be a better friend, and grow to become the person that you aspire to be.”
That framing neatly aligns with what Meta has always built—consumer-facing experiences designed to keep people engaged (and sell more ads). To Zuckerberg, superintelligence also means powering the future of AI-infused personal devices, specifically augmented-reality glasses that can “see what we see, hear what we hear, and interact with us throughout the day.”
Newman said he continues to like Meta’s prospects because the company “isn’t as dependent on the research end of its business, as it is using AI to continue to create higher daily active user numbers—and of course, the coinciding revenue continues to rise as well.”
But Forrester’s Mike Proulx countered that there is no doubt Meta is laser-focused on building “the best and most powerful AI models, period,” he told Fortune. “The race is on, and Meta is lagging against competitors. A concerted focus on superintelligence gives Meta a North Star to rally around both strategically and operationally.”
Zuckerberg echoed that sentiment on Meta’s most recent earnings call, stressing that AI is at the center of each of Meta’s five focus areas. But Proulx pointed out that it was AI glasses—not the company’s family of apps—that Zuckerberg highlighted on that call as “the main way” superintelligence will enter people’s daily lives.
Overall, Proulx said he is not concerned with the seemingly constant upheaval in Meta’s AI organization. “This space is moving at breakneck speed. As with any emerging tech race, there’s inevitably going to be a lot of pivoting. It comes with the territory,” he said.
For all the lofty talk of superintelligence, however, Meta’s AI reshuffling shows its bets are mostly still the same: personalized products that keep billions scrolling, ads flowing—and soon, AI-powered glasses perched on every face. How the company fares will be closely watched: “The question now is whether the team is effectively enabled to deliver, or not,” said Proulx.