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.
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?
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.
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.
>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?
That cannot have been a surprise to anyone joining.
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.
Of course perhaps it’s a bit different now since most people consume content from a small set of sources, making social media largely the same as traditional media. But then traditional media also has trouble with being supported by subscriptions.
Scaling is harder. But you can have a niche which works fine.
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.
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.
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.
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
Lots of siloed processes tied together in a simple way neglected for decades solely because the political capital and will didn’t exist
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).
An adult needs to show up, put zuck back in a corner and right the ship.
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).
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.
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.
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??
pinewurst•6d ago