David Friedberg

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We got a full docket, full docket, but we're going to rocket the docket because there's so much going on here.

Zuck is tilted, clearly.

This has been the big discussion in Silicon Valley.

For the last 10 days or so, according to reports, Zuck is super frustrated that Meta is falling behind in AI.

So he is swinging for the fences.

Sam Altman said Meta has offered top open AI employees a $100 million, wait for it, signing bonus.

That's not comp.

That's a signing bonus.

Who knows if this is true or not.

But he's also offering $100 million a year in annual comp.

He's clearly cut out tens of billions of dollars for this effort, not dissimilar to when he did his VR efforts that didn't work out so well.

Here's a 30-second clip of Sam Altman talking about this on his brother, Jax.

Meta just also vested over $14 billion, I'm using invested in quotes, in scale AI for a 49% stake.

And this probably is better described as a shadow acquihire to get around antitrust scrutiny.

You remember Microsoft did that with inflection AI back in the day, Google did it with character AI, and Amazon did it with the depth AI.

I'm not sure if this is necessary anymore, since Lena Kahn's no longer in the position.

scale ceo alexander wang and others will be joining meta to work on a new super intelligence team they're saying that scale is going to remain an independent company and get a new ceo i'm not sure if that's going to happen

And if you don't know, Scale does data labeling.