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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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Jon Keegan

Judge blocks Pentagon’s move to blacklist Anthropic

A federal judge in Northern California has granted a preliminary injunction blocking the Pentagon from labeling Anthropic as a national security supply chain risk.

The ruling temporarily prevents the Defense Department from restricting the AI company’s access to federal contracts amid a dispute over its refusal to allow certain military and surveillance uses of its technology. The designation could also have shifted lucrative government work toward competitors, including OpenAI.

Earlier this month, Anthropic, the company behind Claude, sued 17 federal agencies and their heads, alleging the government exceeded its statutory authority.

tech
Rani Molla

Report: SpaceX’s record IPO may grant preferential access to retail investors and Tesla shareholders

SpaceX’s impending IPO could raise $40 billion to $80 billion and rank as the largest ever — as well as one of the most unconventional.

The Wall Street Journal reports several ways CEO Elon Musk is considering breaking with IPO norms:

  • Investors in his other companies, including Tesla, could receive preferential access to shares.

  • Individual investors may get a third or more of the allocation, far above the typical ~10% mark.

  • Instead of a traditional road show, Musk wants investors to visit SpaceX facilities in person.

  • Investors in his other companies, including Tesla, could receive preferential access to shares.

  • Individual investors may get a third or more of the allocation, far above the typical ~10% mark.

  • Instead of a traditional road show, Musk wants investors to visit SpaceX facilities in person.

tech
Rani Molla

Tesla released estimates for Q1 deliveries and they’re lower than analysts expected

Ahead of first-quarter earnings next month, Tesla released its own company-compiled Wall Street consensus estimate for deliveries: 365,645 vehicles. While that’s lower than the 382,000 FactSet consensus estimate, it represents a nearly 9% jump from Q1 2025, when Tesla sold 336,681 vehicles.

Tesla started releasing its own consensus estimates to the public — not just institutional investors — for the first time in Q4 2025. The move was seen as a way to temper investor expectations, as other estimates were too high. Last quarter, Tesla’s compilation was closer to actual numbers, which fell 16% year over year.

The market-implied odds from event contracts suggest 64% of traders think Tesla’s Q1 deliveries will be more than 350,000, 44% think it will be higher than 360,000, and just 21% have it at higher than 370,000.

(Event contracts are offered through Robinhood Derivatives, LLC — probabilities referenced or sourced from KalshiEx LLC or ForecastEx LLC.)

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Sherwood Media, LLC produces fresh and unique perspectives on topical financial news and is a fully owned subsidiary of Robinhood Markets, Inc., and any views expressed here do not necessarily reflect the views of any other Robinhood affiliate, including Robinhood Markets, Inc., Robinhood Financial LLC, Robinhood Securities, LLC, Robinhood Crypto, LLC, Robinhood Derivatives, LLC, or Robinhood Money, LLC. Futures and event contracts are offered through Robinhood Derivatives, LLC.