00:00It's almost like investors are saying 100 million isn't enough, Deirdre. Make it two.
00:05Right. Make it billions. It doesn't matter. Just spend as much as you can. And that's really at
00:09the core of this is that this talent spend, it's a new signal to investors, just like CapEx spent
00:14in the first few years of the race. No one wants to be the first to pull back because cutting comp
00:18doesn't just risk losing talent. It risks signaling that you're losing momentum. And now
00:23an internal meta memo suggests that Zuckerberg's war on talent is even more aggressive, even bigger
00:29than we thought it was. It says that Zuck has upped the number of researchers poached to 11
00:35coming from the buzziest and earliest AI native firms, OpenAI, Anthropic, DeepMind. And this is
00:41part of a major reorganization that puts Alexander Wang and Nat Friedman, two of the highest profile
00:46hires of the past few weeks, at the head of a new group at Meta called Superintelligence Labs.
00:51But what may be the most critical part of this memo? Zuckerberg writing that, quote,
00:56as the pace of AI progress accelerates, Superintelligence is coming into sight. And this
01:02could actually be the more concerning piece for Sam Altman in OpenAI. Superintelligence,
01:08it is seen as the holy grail of AI. And whoever reaches it first will take the lead in the race.
01:17That is why it is so important. So for Altman to lose that to someone like Mark Zuckerberg in Meta,
01:24that would be far more damning than just losing a few researchers. Altman, meanwhile,
01:29has tried to play down Zuckerberg's recruiting as a side quest. But the internal reaction,
01:35it shows a different story. In an internal memo to employees over the weekend, a source confirms
01:40Wired's reporting that OpenAI's chief research officer described it as if, quote,
01:45someone has broken into our home and stolen something. He vowed to be proactive,
01:49creative, recalibrate comp to recognize and reward top talent. But Kelly, Zuckerberg reaching super
01:56intelligence before Altman does, that would be like taking over the whole house itself.
02:01Yeah, it'd be like showing up at the door and just saying, this is my house now.
02:05I got the keys.
02:06Yeah. Deirdre, thank you for now. We appreciate it. Deirdre Bosa.
02:09Deirdre Bosa.
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