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Yann Le Cun meta AI
Meta’s chief AI scientist, Yann LeCun (Julien De Rosa/Getty Images)

Tension emerges between Meta’s AI teams

Discontent between Meta’s AI research teams is growing, according to a report by The Information, at a critical time for Meta’s effort to get back into the AI race.

Long before Mark Zuckerberg pivoted Meta away from its quest for virtual reality to “bring personal superintelligence to everyone,” Meta’s research group FAIR was a powerhouse of important AI research, in addition to working on earlier iterations of the company’s Llama AI models. The group is headed by OG AI legend Yann LeCun, who is a pioneer in neural networks and computer vision.

The FAIR group operates like an academic research lab within Meta, publishing research papers and sharing work with the wider community. But since Meta’s stumble with its Llama 4 AI model, Zuckerberg went on an unprecedented hiring spree of AI all-stars, poaching top researchers from Meta’s competitors to build out a new “Superintelligence team.”

Now, The Information is reporting that there are new tensions between the AI groups, which could have huge ramifications for Meta’s AI research.

Per the report, several changes to how FAIR operates are causing friction. A new layer of review has been imposed on FAIR’s research before publication, and the company has been pressuring the group to direct its work more toward Meta products rather than the wider AI research community.

Adding to this, LeCun appeared to be sidelined when 28-year-old college dropout Alexandr Wang was hired from Scale AI and named chief AI officer. Later, when Meta recruited Shengjia Zhao, the cocreator of ChatGPT, away from OpenAI, Zhao was named “chief scientist of Meta Superintelligence Labs.” Reportedly, the title was given to Zhao to appease him after he threatened to return to OpenAI, going so far as to sign HR paperwork with his former employer.

According to two Information sources, LeCun has discussed with colleagues the possibility of quitting the role. And the nine-figure salaries offered to the Superintelligence team recruits aren’t helping. The rocky start to Meta Superintelligence Labs raises questions about how quickly the new strategy can get Meta back into the AI race.

Bad vibes

Last week, Meta announced “Vibes,” a feed of AI-generated videos that appears in the Meta AI app. But the announcement was quickly dwarfed by the attention on OpenAI’s invite-only Sora app, featuring short videos generated from its new Sora 2 video generation model, which appears to set a new, high standard for the quality of such technology.

The buzz around Sora is real: it’s now No. 3 on the iOS App Store free apps leaderboard despite being invitation-only, while Meta AI sits at No. 97.

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Intuit strikes $100 million partnership with OpenAI

We are starting to see the appification of ChatGPT.

Last month, OpenAI announced its refreshed vision for app integration within ChatGPT, announcing deals with Spotify, Zillow, and Figma to allow those companies’ customers to use the apps right within the chatbot.

Today, Intuit is joining the lineup, bringing its products into ChatGPT. TurboxTax, QuickBooks, Credit Karma, and Mailchimp will come to ChatGPT as part of a $100 million multiyear partnership between Intuit and OpenAI.

Intuit will expand the use of OpenAI’s tools internally, while still using its own proprietary models.

Today, Intuit is joining the lineup, bringing its products into ChatGPT. TurboxTax, QuickBooks, Credit Karma, and Mailchimp will come to ChatGPT as part of a $100 million multiyear partnership between Intuit and OpenAI.

Intuit will expand the use of OpenAI’s tools internally, while still using its own proprietary models.

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The internet’s being weird again; this time it seems to be Cloudflare’s fault

Last month, we wrote that Amazon’s cloud service sneezed, and huge chunks of the internet came down with a pretty bad cold. While it’s not yet that bad, several major websites have been intermittently peaky this morning, and it looks like Cloudflare is the super-spreader.

Though much of America might have been asleep for some of the most frustrating periods of disruption this morning, thousands of users across the US and around the world have taken to Downdetector to report problems accessing some of the internet’s biggest platforms, including OpenAI, X, and popular battle arena game League of Legends, as Cloudflare has been acknowledging its issues and looking to fix them.

Site outages chart
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Cloudflare, an American IT behemoth that supplies tools to protect websites from cyberattacks and helps users connect and load content online, is down around 3% in early trading on Tuesday, as investors (at least those who can connect to their brokerages) react to the issues. Though the stock began to sink in premarket trading when the problems first came to light, the wider market mood is also likely weighing on Cloudflare, with the S&P 500 Index down more than 1% as of 10:08 a.m. ET.

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Analyst downgrades Microsoft and Amazon, saying GenAI economics are “far weaker than assumed”

Amazon and Microsoft are down about 2% premarket after an analyst downgrade and amid a broader AI sell-off, as investors continue to wonder when the hyperscalers’ intense spending on AI infrastructure will pay off.

Rothschild & Co Redburn analyst Alexander Haissl downgraded both companies Tuesday to neutral from buy, breaking with many of his peers. (Over 90% of the stocks’ analysts have buy-equivalent recommendations for them, according to Bloomberg.)

The industry’s narrative that generative AI is akin to the early cloud, he wrote, is “increasingly misplaced,” saying that the underlying economics for GenAI are “far weaker than assumed.”

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