I te tau 2025, kua tino kaha te whakataetae i te rāngai AI. Hei rangatira o ngā pāpāho pāpori, i raro i te ārahi a Mark Zuckerberg, i tīmata a Meta (i mua ko Facebook) i tētahi rautaki rēhitatanga pūkenga AI kāore i pērā i mua, me te whakapau tekau piriona US$ ki te ngana ki te hanga rōpū 'superintelligence'. Heoi, i muri i ngā marama, ka tūtaki te kamupene ki te ngaro nui o ngā pūkenga. Ka wehe haere ngā kaimahi hou, ā, ka pā te whakahōu whakahaere ki te raruraru; kāore noa iho i whakaatu i ngā uauatanga o tōna rautaki AI, engari i whakaohooho hoki i te rāngai mō te pakanga pūkenga i waenga i ngā rangatira hangarau. E ai ki ngā pūrongo hou, i muri i te pikinga rēhitatanga, ka tere te wāhanga AI o Meta ki te aukati rēhita, ā, kua tīpakotia e te tokomaha o ngā pūkenga matua ki te wehe.
Ngā tūmanako AI a Meta me te ngenge rīhitatanga
Kei te timata a Meta i tana huringa ki te AI i te tau 2023, engari ko te piki rawa nei i puta i te haurua tuatahi o te tau 2025. I tomo a Zuckerberg ki te tono tika, mā ngā pāpāho pāpori me ngā īmēra tūmataiti e kukume ai i ngā mātanga, whai pūkenga rānei nō OpenAI, Google DeepMind me Anthropic. I whakatūria hoki te 'Meta Superintelligence Labs' hei whakawhanake i ngā pūnaha 'superintelligence' ka whakaarohia he tūranga matua tēnei mō te panoni a Meta mai i te pāpāho pāpori ki te rangatira AI.
I te rēhitatanga, kāore a Meta i whakaroa ki te whakapau moni. E ai ki ngā pūrongo, i tukuna e te kamupene ērā atu bonus hainatanga tae rawa ki te US$100 miriona mō ngā kairangahau AI kotahi, me ngā whakakahau rawa rōpū e toro ana ki ngā rau miriona US$ anō. Hei tauira, i hokona e Meta a Scale AI me tōna kaiwhakarewa Alexandr Wang, ā, i tiki ai rātou i te 49% o ngā wāhanga mō te US$14.3 piriona, ā, i whakarite a Wang hei kaiwhakahaere o te taiwhanga AI. I tae hoki a Meta ki te kukume i te tokomaha o ngā rangatira me ngā kairangahau o OpenAI, tae atu ki a Shengjia Zhao, Avi Verma rāua ko Ethan Knight. Kua kīia ēnei mahi he 'pakanga utu kairangahau nui rawa o Silicon Valley', ā, tērā pea ka neke ake te whakangao ki te US$15 piriona.
Ehara i te mea ko te rēhitatanga anake tēnei hāngai. I te tau 2025, i piki ngā haumi a ngā rangatira hangarau mō te AI, ā, e whakamoemiti ana kia tae te whakapau rawa a Meta ki te US$72 piriona, he maha ngā rauemi whakamahia ki ngā pokapū raraunga me ngā utu mō ngā pūkenga. I roto i tētahi kōrero ā‑roto, i whakaū a Zuckerberg, 'me wini tātou i te pakanga pūkenga AI', ā, mōna he pūmanawa matua tēnei mō te angitu ā muri ake nei o te kamupene. Heoi, nā tēnei rautaki moni i arai mai he reka kore e whakaaetia e ētahi o roto. Ko ngā kaimahi AI kei i reira i mua, i kite i ngā utu iti i whakatauritea ki ngā kaimahi hou, ā, i pā te haehaetanga o te wairua o te tīma, ā, i puta hoki he whakatūpato mō te wehe tahi o ētahi tīma.
Te tūpono o te ngaro pūkenga me ōna taipitopito
I roa iti te pikinga rēhitatanga; i roto i ngā marama ka tīmata te wehenga o te wāhanga AI o Meta. I te wa o Hepetema, ka panuitia e te kamupene te aukatinga rēhitatanga AI, tae atu ki te aukati o ngā whakawhitinga ā‑pūrua. I kiia tēnei hei urupare ki ngā pēhanga o ngā kaipānga, nā te nui o ngā whakapau i pāngia ai te utu o ngā rawa me te pātai a ngā kāwai shareholders. He mea whakamīharo anō hoki, ko te tere o te wehenga o ngā kaimahi hou. E toru pea ngā kaimahi i mahi i roto i te taiwhanga superintelligence i wehe i muri i ngā marama torutoru, tae atu ki a Avi Verma rāua ko Ethan Knight i hoki atu ki ō rātou whare mahi taketake, pērā i OpenAI. I tohu anō ētahi kairangahau pakeke pēnei i a Chaya Nayak (Kaiwhakahaere Hua mō te AI hangaia i Meta) ki te anga ki OpenAI.
E ai ki ētahi o roto, he nui ake pea te rahi o te ngaro. I te tau 2024, kua ngaro a Meta i te 4.3% o ōna pūkenga AI, he iti iho i a Google e 5.4%. Ahakoa i rēhitahia atu ētahi atu 50+ kaitohutohu me ngā kairorohiko i te tau 2025, kāore i aukati te toto. I etahi wā, ka tae mai ētahi kaimahi hou, kia tangohia ngā bonus nui, kātahi ka wehe wawe—he pona 'kaiwerawera' tēnei i te tirohanga o ētahi. Hei tauira, ka wehe a Rishabh Agarwal i muri tata iho i tana haerenga ki te kamupene, ā, he whakatūpato tēnei i te ao mō te kī a Meta, 'ka hoko ka kore e pupuri'.
Ngā kōrero i runga i te papaanga X (i mua ko Twitter) i whakakaha ake tēnei kaupapa. I tohu tētahi kaiwhakamahi, Daniele, ko te rautaki bonus US$250 miriona a Zuckerberg hei tohu i te 'mataku' o Meta, nō te mea kāore e hiahiatia e ngā kamupene tino ārahi te utu i taua taumata kia kukume i te hunga pūkenga. I tukuna e tētahi atu kaiwhakamahi, Amanda Goodall, he raraunga ā‑roto e whakaatu ana i te whakawātea utu e whakaohooho ana i te wehenga o ngā tīma.
Ngā take o te wehenga: ahurea me ngā raruraru rautaki
Ehara i te mea he take moni noa iho te ngaro o ngā pūkenga i Meta; he iwi ake tēnei i ngā takahi ā‑ahurea me ngā hapa rautaki. Tuatahi, ko te raruraru ā‑roto te take matua. I muri i te rēhitatanga, i whakahaere a Meta i tētahi whakahōu reo nui, i wehe ai te wāhanga AI ki ngā tīma e whā: rangahau superintelligence, hua AI, pūhiti hangarau me te toronga wā‑roa. Nā ēnei panoni i puta ai te pārūrū ā‑tūmomo mahi, ngā raruraru ārahi me ngā whakarereketanga kaupapa e auheke ana. E kī ana ngā mema o mua nō roto, he maha ngā kaupapa i hangā, i whakakorea rānei i roto i ngā wiki, ngā kairangahau ka hokohoko i ētahi kaiwhakahaere, ā, kāore i kitea te pūmautanga mahi.
Tuarua, ko te kore aronga mārama. E kī ana ētahi, ko te whāinga 'superintelligence' a Zuckerberg he mea pōrangi, ā, he mea pāpāho, ā, kāore e tino mārama ana—he mea whakarite rānei mai i ētahi whakaaro kua tangohia. He whakarite ki te ahurea auaha o OpenAI, ka rapu ngā pūkenga AI i te rangahau mārama, te whakaiti mōrearea hoki; kua pāngia rātou e te aronga hokohoko o Meta me ngā utu ā‑taumata o te 'metaverse' i mahue mai i ngā tau o mua.
Tuatoru, kua kaha ake te pēhanga whakataetae. Kua kī a Sam Altman, Tumuaki o OpenAI, ko te rautaki rēhitatanga a Meta he 'mō te hoko kaiwhakarato' e kore e whai ahurea tūturu. Ahakoa e pā ana te ngaru ā‑tūmomo ki Apple me Google, ko te ngaro o Meta e puta ake ana i te whenua, nā te mea kua kīia ngā tauira AI pērā i Llama 3 kua heke i te tū o GPT‑5 me Gemini Ultra i te taumata whakahaere.
Hei tāpiri, ko ngā āhuatanga o waho pērā i ngā arotake ture me ngā āwangawanga mō te pahua o te mākete kua piki ake te taumahatanga. E āwangawanga ana ngā kaipupuri pūtea mō te hokinga mai o ngā haumi AI; kua piki te utu utu ā‑āheinga o Meta ā, tērā pea ka whara i ngā pānga mō ngā shareholders. Ko te weriweri o ngā kararehe rāngai hangarau i te tau 2025 kua whakakaha ake i ēnei pēhanga.
Ngā pānga pea ki a Meta me te rāngai
He mārama ngā pānga o te ngaro pūkenga ki a Meta. Tuatahi, ka heke te tere o ngā kaupapa AI. Ko ngā raruraru o te taiwhanga superintelligence i ngā wā tīmatanga pea ka whakaroa i ngā whakahou i te raupapa Llama, ā, ka whakaiti i te tū o Meta i te whakataetae AI. Tuarua, ka heke te wairua o roto. Ka arai te rite koretake utu me ngā whakahōu whakahaere i te whakawhiti whakaaro ki te 'mana whakahaere', ā, tērā pea ka arai anō i te wehenga o ētahi o ngā pukenga nui. Ki te roa, tērā pea ka tae pea a Meta ki te hē pērā i te ngoikore o te metaverse—te whakapau moni nui me te kore hua marama.
Ki te rāngai whānui, e tohu ana tēnei take i te huringa i roto i te pakanga pūkenga AI. Tērā pea ka whakamāmā te whakataetae moni, ka huri atu ki te whakatipu ā‑roto me te hanganga ahurea hei kukume i ngā pūkenga. Ka whai painga ngā kamupene tīmatanga i te whakakore i ngā pūkenga o ngā rōpū nui, ā, tērā pea ka whakahoki mai te hā o te auahatanga ki Silicon Valley. Ā, he āhei hoki ngā kaitiaki ture ki te kuhu atu hei arotake mēnā kua whakaroa te utu nui ki te pōrearea o te mākete.
I kī a Gary Marcus i runga i X, ko te aukati rēhitatanga a Meta te 'āhua tuatahi o te pahua AI i kino i te tau 2025', e tohu ana kua āhei te wera o ngā haumi ki te whakatau haere.
Whakakapi: te whakapā ki te whakaaro me ngā huarahi
Ko te take ngaro pūkenga i muri i ngā utu nui a Meta he whakakite i ngā uauatanga e arohaina ana e ngā rangatira hangarau i te rāngai AI: ka taea e te moni te hoko pūkenga, engari kāore e hoko i te ūmanga me te auahatanga. Me āta wetewete e te kamupene āna tikanga ahurea, āna aronga me ōna rautaki toitū kia kore ai e puta he utu nui me te iti o ngā hua. Ki te tirohanga ā‑umanga, he karere tenei: kāore te whakawhakopaki pūkenga anake e tika; me whai taurite hoki te āhua o te āhuatanga. Mēnā ka taea e Meta te whakauru i ōna rauemi me te whakahou i tana aronga, tērā pea ka taea te huri i te āhua; mēnā kāore, ka noho tēnei whakatumatuma hei hurihanga mō āna moemoeā AI.