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by elo0211 hours ago |
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upvoteby nl8 hours ago|
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The SemiAnalysis piece on this is long but very much worth reading:

> The company appears burdened by far too many disparate groups that are over-optimizing for certain metrics as opposed to delivering usable technology for the company as a whole.

> And because Meta has a reputation for throwing money at problems and executing at high speed, these U-turns end up becoming more costly versus other companies that take a more disciplined or conservative approach. Suppliers also lose faith when given design wins are later cancelled. This has lead to less supply chain prioritization on new designs. Some suppliers favor focusing on Amazon or Google designs due to Meta’s frequent reshuffling.

> Few inside Meta’s chip division have a full understanding of why the company bought Rivos in the first place, and those who championed the deal internally have since gone quiet.

etc etc

It goes into a lot of depth.

https://newsletter.semianalysis.com/p/metas-infrastructure-t...

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upvoteby dominotw6 hours ago|
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he seems to be bullish on meta though and considers muse on slope than an intercept

https://newsletter.semianalysis.com/p/the-future-of-meta-sup...

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upvoteby walrus0110 hours ago|
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The cynic in me says maybe they would be further along if they hadn't spent $80 billion on trying to build the "Metaverse" VR world. I've never met anyone who actually uses it and to the best of my knowledge it has very low mass market uptake.

https://finance.yahoo.com/sectors/technology/articles/mark-z...

Not exactly the best use of dollars and the labor hours of some of the best minds of our generation.

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upvoteby trollbridge7 hours ago|
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Particularly when you could vibe-code Metaverse VR for a lot less than $80bn.
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upvoteby gizmodo599 hours ago|
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Because lack of talent and organizational disfunction matters a lot more than you think. The reason why OAI and Ant are always at the top is because of this and I’d say compute is third on the list.
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upvoteby Aboutplants9 hours ago|
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I would argue that they actually don’t lack talent, they have an insane bench of really smart people. What they lack is any sort of direction and leadership. They are a ship lost in the ocean and up until now have been lucky to find a few treasures along the their way.
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upvoteby nicce8 hours ago|
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> they have an insane bench of really smart people.

Filtered heavily into those who care only about money. Many don’t want to work there. Smart people have other choices.

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upvoteby foobar_______6 hours ago|
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Thank you. I agree. I hope this is the new learned sentiment for Meta employees.

Smart? Check.

Money-obsessed and soulless? Check.

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upvoteby bearjaws9 hours ago|
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because imagine starting work every week and finding that your dumb ass CEO pivoted the company again and is ruining other peoples lives, and he then reorgs the management again so you now have your 5th leader this year.

Morale and momentum are huge things in companies, Zuck has been murdering both of those in Meta since... well naming it Meta.

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upvoteby teruakohatu11 hours ago|
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At this point in time what does meta get from releasing open weight models? Why devote the resources to it.
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upvoteby gmerc10 hours ago|
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Why would there be any motivated person left in this place.
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upvoteby chrsw9 hours ago|
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You can make the same argument for closed models. Why spend hundreds of billions training larger and larger models when you can just use Chinese models? Spend that money somewhere else further up the stack where there’s more value. Let China do the training since they’re so efficient at it.
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upvoteby Levitz8 hours ago|
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Because without bigger players, Chinese models don't get anywhere. Playing catch-up is a radically different game.
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upvoteby chrsw7 hours ago|
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[dead]
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upvoteby szge9 hours ago|
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as a big tech company you have the resources to make many bets and do a lot of things at the same time. it's good to have some specialists with knowledge of model training "just in case".
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upvoteby chrsw9 hours ago|
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Even Meta, with all their resources, makes all their hardware in China. Manufacturing anywhere else is just burning cash.
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upvoteby mmaunder6 hours ago|
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Turns out sitting quietly in a room and doing math is worth more than all the money and network in the world.
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