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A look at Meta's revamped GenAI strategy, as Mark Zuckerberg poaches top AI talent for the Superintelligence team with a typical offer of $200M over four years

SemiAnalysis : X: @staysaasy , @lefttailguy , @blader , and @mjolley22 X: @staysaasy : @blader To put it in another context: If these guys were Sole Proprietorships or single person LLCs, they'd be putting up numbers similar to public companies like Wix or Squarespace or Freshworks (taking TC ~ EBITDA). Ridiculous. @lefttailguy : From recent SemiAnalysis on Meta Superintelligence team: “The typical offer for the folks being poached for this team is $200 million over 4 years. That is 100x that of their peers. Furthermore, there have been some billion dollar offers that were not accepted by Siqi Chen / @blader : according to semianalysis, meta's offers to researchers aren't actually $100M. they are actually offering $200M to $300M, over 4 years, PER RESEARCHER. that's about what lebron james gets paid. [image] Michael Jolley / @mjolley22 : Apple took aim at Meta's advertising business in late 2021 with the changes to iPhone tracking. This chart shows how quickly Meta recovered thanks to AI implementation. [image]

SemiAnalysis

Discussion

  • @staysaasy @staysaasy on x
    @blader To put it in another context: If these guys were Sole Proprietorships or single person LLCs, they'd be putting up numbers similar to public companies like Wix or Squarespace or Freshworks (taking TC ~ EBITDA). Ridiculous.
  • @lefttailguy @lefttailguy on x
    From recent SemiAnalysis on Meta Superintelligence team: “The typical offer for the folks being poached for this team is $200 million over 4 years. That is 100x that of their peers. Furthermore, there have been some billion dollar offers that were not accepted by
  • @blader Siqi Chen on x
    according to semianalysis, meta's offers to researchers aren't actually $100M. they are actually offering $200M to $300M, over 4 years, PER RESEARCHER. that's about what lebron james gets paid. [image]
  • @mjolley22 Michael Jolley on x
    Apple took aim at Meta's advertising business in late 2021 with the changes to iPhone tracking. This chart shows how quickly Meta recovered thanks to AI implementation. [image]