Look, Meta keeps reorganizing their AI teams because nothing's working. They hired all this expensive talent - poached researchers from OpenAI, Google, the whole circus. Threw ridiculous money at the problem. And what do they have to show for it?
Their LLaMA models are actually pretty decent, but nobody gives a shit because ChatGPT owns the mindshare. Meta's AI assistant is buried so deep in Facebook and Instagram that most people forget it exists.
Why Everyone's Bailing
Here's the thing nobody talks about: constant reorganizations burn people out fast. You join thinking you're going to build the next ChatGPT, then spend six months figuring out who reports to who. Meanwhile, Reality Labs is burning through billions every quarter on metaverse shit nobody wants.
I've seen this movie before. Company hires a bunch of expensive talent, promises them they'll "change the world," then spends months reorganizing instead of shipping. The hiring freeze just confirms what everyone already knew - they're throwing money at a strategy problem.
The real kicker? While Meta shuffles org charts, everyone else is shipping stuff people actually use. OpenAI's got ChatGPT. Microsoft has Copilot embedded everywhere. Google's cramming Gemini into every product. Meta has... an AI assistant nobody knows exists.
Zuck's Expensive Gamble
Here's the truth: Zuckerberg is betting the farm on AI because he knows Meta's core business is fucked. TikTok owns Gen Z. Instagram Reels is their attempt to stay relevant. The metaverse was a $15+ billion write-off. So now it's all-in on AI.
But you can't buy your way to AI dominance. Google has been at this for decades. OpenAI had the ChatGPT moment that everyone else is trying to recreate. Microsoft bought their way in with the OpenAI deal and actually made it work.
Meta? They've got solid models that nobody uses and an org chart that changes every quarter. That's not a recipe for winning the AI race.
The pattern is clear: big tech shift happens, Meta panics and throws money at it, fails to execute, then moves on to the next shiny thing. They missed mobile. The metaverse was a disaster. Now AI is the new obsession.
Maybe this reorganization will be different. But when you're on round four of reshuffling the same teams, you're not fixing a strategy problem - you're admitting you don't have one.