Skip to content(if available)orjump to list(if available)

Meta's new A.I. superstars are chafing against the rest of the company

Sol-

> TBD Lab’s researchers have come to view many Meta executives as interested only in improving the social media business

That cannot have been a surprise to anyone joining.

mullingitover

Meta doesn’t really have a social media business, they have an ad business that’s driven by a massive dumping operation in social media.

zeroonetwothree

That framing is silly. “NBC doesn’t have a television business, they have an ad business”. “Google doesn’t have a search business, they have an ad business.” “Amazon doesn’t have a retail business, they have an ad business.”

It doesn’t provide any value to reframe it this way, unless you think it’s some big secret that ads are the main source of revenue for these businesses.

mullingitover

I'd contrast this with Flickr. Flickr was the original social network. They have a modest loss leader, a reasonable free tier, but nothing like the permanent money bonfire that the big tech firms operate.

They were kinda the first real Web 2.0 social media site, with a social graph, privacy controls, a developer API, tagging, RSS feeds.

I feel that they never really got to their full potential exactly because these big VC-backed dumping operations in social media (like Facebook) were able to kill them in the crib.

If we're going to accept that social media is a natural monopoly: great. Regulate them strictly, as you should with any monopoly.

rchaud

NBC produces their own content, Facebook and Instagram meanwhile are the equivalent of public access TV with ads. There is no unique "brand" that Facebook has, anything posted on there is also posted everywhere else.

TZubiri

Restaurants don't have a food business, they have a charging people money through bills business.

MangoToupe

What is the difference between the two? What kind of social media business is there other than selling ads?

mullingitover

I know we're so defeated as consumers that we can hardly imagine it, but you could just...charge for the customers' access to social media network. Kinda like every other service that charges money.

It would have the side effect of making the whole business less ghoulish and manipulative, since the operators wouldn't be incentivized to maximize eyeball hours.

It's impossible to imagine this because government regulation is so completely corrupted that a decades-long anticompetitive dumping scheme is allowed to occur without the slightest pushback.

AndrewDucker

Mastodon is not ad funded. Dreamwidth has been about for fifteen years now and is entirely user funded.

Scaling is harder. But you can have a niche which works fine.

nayroclade

Perhaps not, but you can bet that they were told the opposite when Zuckerberg was recruiting them. Indeed, ring fencing the lab does suggest some real attempt to do it.

null

[deleted]

dazamarquez

Is Wang even able to achieve superintelligence? Is anyone? I'm unable to make sense of Wang's compensation package. What actual, practical skills does he bring to the table? Is this all a stunt to drive Meta's stock value?

game_the0ry

With the exception of instagram fb marketplace, meta just looks and feels like a chaotic, sloppy mess of a company. Between the incoherent and buggy garbage that is ads manager (something I have used for my own business) and zuck saying he laid off poor performers (effectively screwing those people for no reason), it all looks like poor business operations. So its no surprise they can't figure out AI even with all the ads profits and brain power.

An adult needs to show up, put zuck back in a corner and right the ship.

twodave

> zuck saying he laid off poor performers (effectively screwing those people for no reason)

Were they not actually performing poorly, then? Maybe I'm missing some context, but laying off poor performers is a good thing last I checked. It's identifying them that's difficult the further removed you are from the action (or lack thereof).

chihuahua

From what I heard, Eric Lippert was one of the layoff victims. I find it unlikely that he was actually a poor performer, since he's an industry legend.

BoorishBears

You're replying to someone (rightfully) pointing out that you can layoff poor performers without proclaiming it with one of the farthest reaching voices in the industry.

Anyone who's worked in a large org knows there's absolutely zero chance that those layoffs don't touch a single bystander or special case.

lvl155

I refuse to believe that companies are allocating major ad spend to Facebook in 2025. Instagram, yes.

darkwater

Why do companies allocate ad spend on regular TV channels in 2025? There is still a big cohort of people (45-70) totally hooked on Facebook.

elzbardico

Mr Z. pays engineers well, that's what counts in my book, I like Mr. Z.

Y-bar

Doctors and chemists were paid handsomely by Marlboro Tobacco and Philip Morris. Didn’t make me like the C-suite at those companies any better.

dylan604

You must not have been one of those doctors or chemists.

setgree

I'm as ready to hate on Meta as anyone but this article is a bit of a nothingburger.

So there are disagreements about resource allocation among staff. That's normal and healthy. The CEO's job is to resolve those disagreements and it sounds like Zuck is doing it. The suggestion to train Meta's products on Instagram and Facebook data was perfectly reasonable from the POV of the needs of Cox's teams. You'd want your skip-level to advocate for you the same way. It was also fine for AW to push back.

>. On Thursday, Mr. Wang plans to host his annual A.I. holiday party in San Francisco with Elad Gil, a start-up investor...It’s unclear if any top Meta executives were invited.

Egads, they _might_ not get invited to a 28-year-old's holiday party? However will they recover??

zkmon

Meta should replace Mr Z with a bit sane person. At this point, he is like a mad emperor.

wslh

Would it be a successful business? That is what matters in the market.

moralestapia

Even if both "sides" really wanted to get along, working with someone making 100x (if not 1,000x) more than you is poised to be a weird interaction.

It must also be massively demoralizing, particularly if you're an engineer who has been there for 10+ years and has pushed features which directly bring in revenue, etc...

Btw,

>But Mr. Wang, who is developing the model, pushed back. He argued that the goal should be to catch up to rival A.I. models from OpenAI and Google before focusing on products, the people said.

That would be a massive mistake. Wang is either a one-trick pony or someone who cares more about his other venture than Meta's, sad.

zeroonetwothree

There was a similar dynamic when FB bought WhatsApp. Although I think people kind of forgot about it after a year or two.

micromacrofoot

He's not wrong, you can't compete against blue sky R&D if you're focused on making something profitable. It's the innovators dilemma.

ozgung

I agree, classic innovator's dilemma. It's a new business enterprise, has nothing to do with Meta's existing business or products. They can't be under the same roof and mush have independent goals.

haliskerbas

same is true in many startups

hkt

True enough, but do you think the usual level of disparity is so vast that it ends up on the front page of international press outlets? I'm thinking the $100m pay offers etc

yieldcrv

As someone that pivoted to agentic work and quit the job that tried to get the existing team to do agentic work:

All companies are structuring like this, and some are more equipped to do it than others

Basically the executive team realizes the corporate hierarchy is too rigid for the lowly engineers to surface any innovation or workflow adjustments above the AI anxiety riddled middle management and bandwagon chaser’s desperate plea for job security, and so the executive creates a team exempt from it operating in a new structure

Most agentic work impacts organizations that are outside of the tree of that software/product team, and there is no trust in getting the workflow altered unless a team from upon high overwrites the targeted organization

we are at that phase now, I expect this to accelerate as executives catch on through at least mid-summer 2026

tracker1

It's not even a new thing... re Skunkworks. It's completely natural for new/developing technology to be formed in new organizations separate from incumbered corporate bureaucracy. iirc, IBM did this with the PC, that later languaged under the bureaucrats, and there are many others over the past half century.

I think the biggest issue with Meta here, is how much visibility they have to adjacent orgs, which is not too surprising given the expenditures, but still surprising. It should be a separate unit and the expenses absolutely thought of as separate from the rest of the org(s).

bgwalter

Sounds like DOGE, a resounding success!

yieldcrv

yes, exactly like DOGE, even named a such within some orgs

Lots of siloed processes tied together in a simple way neglected for decades solely because the political capital and will didn’t exist

gowld

Which orgs?

dingnuts

[dead]

KaiserPro

As someone who's startup got bought out by facebook, many years ago, its not surprising to read.

The politics surrounding zuck is wild. Cox left then came back, mainly because hes not actually that good, and has terrible judgement when it comes to features and how to shape effective teams (just throw people at it, features should be purely metric based, or a straight copy of competitors products. There is no cohesive vision of what a meta product should be. Just churn out microchanges until something sticks)

Zuck also has pretty bad people instincts. He is surrounded by egomangics, and Boz is probably the sanest out of all of them. Its a shame he doesn't lead engineering that well (ie getting into fights with plebs in the comments about food and shuttle timings)

He also is very keen on flashy new toys, and features, but has no instinct for making a product. He still thinks that incremental slightly broken features, but rapidly released is better than a product that works well, is integrated and has a simple well tested UI pathway for everything. Common UI language? Pah, thats for android/apple. I want that new shiny feature, I want it now. What do you mean its buggy? just pull people off that other project to fix it. No, the other one.

Schrep also was an in insightful and good leader.

Sheryl is a brilliant actor that helped shape the culture of the place. However there was always a tinge of poison, which was mostly kept in check until about 2021. She went full politician and started building her own brand, and generally left a massive mess.

Zuck went full bro and decided that empathy made shit products and decided that he like the taste of engineer's tears.

but back to TBD.

The problem for them is that they have to work collaboratively with other teams in facebook to get the stuff the need. The problem is, the teams/orgs they are fighting against have survived by competing against others ruthlessly. TBD doesn't have the experience to fight the old timers, they also don't really have experience in making frontier models.

They are also being swamped by non-ML engineers looking to ride the wave of empire building. this generates lots of alignment meetings and no progress.

atonse

When I read that the dude was asked to take $2b from reality labs and spend it on AI, I was shocked… that they were still spending $2b on virtual reality nonsense in 2025.

That said, from what I understand, X is working on using grok to improve the algorithm.

Why can’t fb do the same and coexist?

loeg

Bro they spend $4B on RL every quarter.

leptons

Well it's probably nowhere near the size of the money-pit that "AI" currently is in.

null

[deleted]

dingnuts

[dead]

apercu

Meta prints money as an ad company but clearly resents being one.

VR was a ~$100B+ attempt to buy pivot, and it’s generated ~single-digit billions in revenue. The tech worked maybe, but the vibe sucked, and the problem was that people don’t want to live or work there. Also, Meta leadership personalities are toxic to a lot of people.

Now they’re doing the same thing with AI e.g., throw money at it, overpay new talent, and force an identity shift from the top. Longterm employees are still well paid, just not AI gold rush paid which is gunna create fractures.

The irony is Meta already had what most AI companies don’t in distribution, data, and monetization. AI could have been integrated into revenue products instead of treated as a second escape from ads.

You can’t typically buy your way out of your business model. Especially with a clear lack of vision. Yes, dood got lucky in a couple acquisitions, but so would you if you were throwing billions around.

ribosometronome

>clearly resents being one.

Do they? It seems to me that they're just aware that social media and the internet is trendy and they need to be out there ready to control the next big thing if they want to put ads on it. Facebook has been dying for years. Instagram makes them more ad revenue per user than FB but it's not the most popular app of its class.

apercu

I may attribute this to a single individual in charge. I think he is very mad that he is an advertiser.

lotsofpulp

I imagine Whatsapp contains a lot of potential revenue.

lawlessone

>from what I understand, X is working on using grok to improve the algorithm.

>Why can’t fb do the same and coexist?

I'm sorry ,but what does this mean? Like are they prompting grok for suggestions on improvements? or having it write code? or something else?

andy99

  That team, called TBD Lab (for “to be determined”), was placed in a siloed space next to Mr. Zuckerberg’s office at the center of Meta’s Silicon Valley headquarters, surrounded by glass panels and sequoia trees. 
Hooli XYZ? Silicon Valley was over 10 years ago and it seems to have aged pretty well. I wonder if this is going to be like “Yes Minister” that is close to 50 and still completely on point.

paulbjensen

HBO's Silicon Valley was on point - they did their homework on nailing some of the absurdities of the industry.