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Meta’s all-star “Superintelligence” team takes shape
Sherwood News
AIntelligence

Meta’s “superintelligence” AI team appears to be largely made up of OpenAI, and has their work cut out for them

Meta’s path to AI domination seems to be paved with other AI companies and their talent.

Rani Molla, Jon Keegan

Meta’s plan to rival OpenAI seems to be largely dependent on OpenAI itself.

The social media company has been assembling a “superintelligence” team to boost its AI chops, help it reach AGI, and allow it to keep dominating advertising. To furnish that team, this month Meta has tried to poach more than 45 AI researchers from OpenAI alone, The New York Times reports, offering starting packages as high as $100 million apiece. Already the social media behemoth has hired at least four OpenAI researchers, including Trapit Bansal, as well as Lucas Beyer, Alexander Kolesnikov, and Xiaohua Zhai.

“At least, so far, none of our best people have decided to take them up on that,” OpenAI CEO Sam Altman had said earlier this month.

The Verge reports that at an internal all-hands meeting held this week at Meta, its employees had questions about these reported $100 million offers that Altman had described on a podcast, which executives tried to play down:

“Sam is just being dishonest here,” Andrew Bosworth, Meta’s CTO, said at the meeting when asked about Altman’s remarks. “He’s suggesting that we’re doing this for every single person… Look, you guys, the market’s hot. It’s not that hot.”

Meta leadership has even floated “de-investing” from Meta’s Llama and instead embracing AI models from competitors including OpenAI, according to NYT, though they haven’t made any final decisions yet.

Meta, of course, has been using its deep pockets to get non-OpenAI talent. That includes its $14 billion investment in Scale AI and its founder, Alexandr Wang, and hiring people from companies like Google, Sesame, and Safe Superintelligence.

Meta is also talking with AI voice startup PlayAI for a potential company and talent acquisition.

Low-engagement Llama?

Meta has boasted publicly about having 1 billion Meta AI users — the magic number it waits to hit before monetizing new products. The company has been spreading its AI all over its products, and only released a stand-alone “Meta AI” app a few months ago. But new details emerging from Meta executives raise some red flags about how many people are actually using it.

According to a report from The Verge on this week’s all-hands meeting at Meta, it may be less than they are saying publicly:

“Bosworth wasn’t the only Meta exec to mention OpenAI during the internal meeting. CPO Chris Cox also acknowledged that, while Meta AI has one billion monthly users, engagement ‘is not nearly as deep as the way that people are using ChatGPT.’ The standalone Meta AI app has only 450,000 daily users, he told employees, and ‘a lot of those folks’ are using it to manage their Ray-Ban Meta glasses.”

Cox also reportedly said at the meeting that they weren’t chasing AI-powered productivity tools like Google, Anthropic, and OpenAI, but would focus on “entertainment, on connection with friends, on how people live their lives, on all of the things that we uniquely do well.”

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Ahead of IPO, Anthropic adds veteran executive and former Trump administration official to board

Anthropic is moving to put the pieces in place for a successful IPO this year.

Today, the company announced that Chris Liddel would join its board of directors.

Liddel is an seasoned executive who previously served as CFO for Microsoft, GM, and International Paper.

Liddel also comes with experience in government, having served as the deputy White House chief of staff during the first Trump administration.

Ties to the Trump world could be helpful for Anthropic as it pushes to enter the public market. Its reportedly not on the greatest terms with the current administration, as the startup has pushed back on using its Claude AI for surveillance applications.

Liddel is an seasoned executive who previously served as CFO for Microsoft, GM, and International Paper.

Liddel also comes with experience in government, having served as the deputy White House chief of staff during the first Trump administration.

Ties to the Trump world could be helpful for Anthropic as it pushes to enter the public market. Its reportedly not on the greatest terms with the current administration, as the startup has pushed back on using its Claude AI for surveillance applications.

tech

Meta is bringing back facial recognition for its smart glasses

Meta is reviving its highly controversial facial recognition efforts, with plans to incorporate the tech into its smart glasses as soon as this year, The New York Times reports.

In 2021, around the time Facebook rebranded as Meta, the company shut down the facial recognition software it had used to tag people in photos, saying it needed to “find the right balance.”

Now, according to an internal memo reviewed by the Times, Meta seems to feel that it’s at least found the right moment, noting that the fraught and crowded political climate could allow the feature to attract less scrutiny.

“We will launch during a dynamic political environment where many civil society groups that we would expect to attack us would have their resources focused on other concerns,” the document reads.

The tech, called “Name Tag” internally, would let smart glass wearers identify and surface information about people they see with the glasses by using Meta’s artificial intelligence assistant.

Now, according to an internal memo reviewed by the Times, Meta seems to feel that it’s at least found the right moment, noting that the fraught and crowded political climate could allow the feature to attract less scrutiny.

“We will launch during a dynamic political environment where many civil society groups that we would expect to attack us would have their resources focused on other concerns,” the document reads.

The tech, called “Name Tag” internally, would let smart glass wearers identify and surface information about people they see with the glasses by using Meta’s artificial intelligence assistant.

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Jon Keegan

Anthropic raises $30 billion, now valued at $380 billion

Anthropic is now valued at $380 billion, after closing on its latest round of fundraising, taking in $30 billion from a wide range of investors. The Series G round was co-led by D. E. Shaw Ventures, Dragoneer, Founders Fund, ICONIQ, and the UAE’s investment arm, MGX.

Some other investors include: Qatar Investment Authority (QIA), Sequoia Capital, Fidelity Management & Research Company, JPMorgan Chase, Lightspeed Venture Partners, Microsoft, and Nvidia.

Anthropic offered a few details on the current state of its business:

  • Anthropic said that its annual run-rate revenue has reached $14 billion, seeing 10x growth each of the past three years.

  • “The number of customers spending over $100,000 annually on Claude (as represented by run-rate revenue) has grown 7x in the past year.”

  • “Claude Code’s run-rate revenue has grown to over $2.5 billion; this figure has more than doubled since the beginning of 2026.”

  • Business subscriptions to Claude Code have quadrupled since the start of 2026.

In a blog post announcing the round, the company said:

“We train and run Claude on a diversified range of AI hardware — AWS Trainium, Google TPUs, and NVIDIA GPUs — which means we can match workloads to the chips best suited for them. This diversity of platforms translates to better performance and greater resilience for the enterprise customers that depend on Claude for critical work.”

Anthropic offered a few details on the current state of its business:

  • Anthropic said that its annual run-rate revenue has reached $14 billion, seeing 10x growth each of the past three years.

  • “The number of customers spending over $100,000 annually on Claude (as represented by run-rate revenue) has grown 7x in the past year.”

  • “Claude Code’s run-rate revenue has grown to over $2.5 billion; this figure has more than doubled since the beginning of 2026.”

  • Business subscriptions to Claude Code have quadrupled since the start of 2026.

In a blog post announcing the round, the company said:

“We train and run Claude on a diversified range of AI hardware — AWS Trainium, Google TPUs, and NVIDIA GPUs — which means we can match workloads to the chips best suited for them. This diversity of platforms translates to better performance and greater resilience for the enterprise customers that depend on Claude for critical work.”

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