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nrmitchi | 8 months ago

Wang has, seemingly, spent just as much time and energy over the last couple of years on PR stunts and publicity than on Scale itself. Between testifying to congress about how China is an AI risk (duh) and how AI is important (obviously), putting out press releases about joining boards of large orgs, and getting himself invited to trumps second inauguration. A high-billion-dollar story-headline framed as "Meta paying $14 BILLION for this one guy" is the same.

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.

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