Yann LeCun, head AI scientist at Meta, elucidates his position following Shengjia Zhao's appointed role as chief scientist for Superintelligence Labs.
Meta Shifts Focus to Personalized AI with Ambitious Strategy
In a bold move to solidify its position in the competitive AI market, Meta, the tech giant behind Facebook, Instagram, and WhatsApp, is aiming for increased market share in enterprise AI. According to market analysts, this shift could potentially boost Meta's stock price by 15-20%.
With a war chest of $40.1 billion in cash reserves, Meta has allocated a significant portion of its resources towards AI. In 2023 alone, the company has earmarked $20 billion for AI infrastructure, a figure that is expected to grow substantially in 2026 to support its AI ambitions.
Meta's strategy for artificial general intelligence (AGI) is unique, focusing on creating "personal superintelligence" – AI that acts as an empowering extension of individuals, tailored to their lives and goals. This approach is designed to augment human creativity and productivity at a personal level, contrasting with competitors' more centralized or replacement-focused visions of AGI.
To execute this strategy, Meta launched its Superintelligence Lab in July 2025, consolidating its AI research, foundation model development, and product AI teams under one division. The lab, co-led by Alexandr Wang and Nat Friedman, has aggressively recruited top talent from rivals such as OpenAI, Google DeepMind, and Anthropic.
The lab's co-creator, Shengjia Zhao, who was previously a lead scientist at OpenAI and co-creator of ChatGPT, has recently been appointed as Meta's chief scientist for the Superintelligence Labs, signaling a clear focus on AGI.
Meta's AI strategy is not limited to research and development. The company has also increased AI-related hiring by 40% compared to 2022, and has purchased 30,000 NVIDIA H100 GPUs for AI training.
The company's AI infrastructure investments are equally impressive. Meta plans to spend between $66 billion and $72 billion on AI-related capital expenditures in 2025, including the construction of data centers and AI supercomputing clusters named Prometheus and Hyperion. These facilities are designed to provide the massive compute power essential for training next-generation AI models.
Meta's AI research is divided into two distinct divisions: Superintelligence Labs and FAIR (Fundamental AI Research). While Superintelligence Labs focuses on building superintelligent AI that outperforms humans across a wide range of tasks, FAIR conducts foundational research to advance the state-of-the-art in AI.
As Meta aims to generate 20% of its revenue from AI-related products by 2025, its ambitious strategy is expected to drive significant growth in the company's AI-related revenue, with a projected 45% compound annual growth rate (CAGR) through 2026 and potential for new product categories.
Meta's distinctive strategy, focused on decentralized, user-centered AGI development, is supported by enormous compute investments and talent acquisition to rival the centralized AGI pursuits of OpenAI, Google DeepMind, and Anthropic.
- Meta's focus on personalized AI is aimed at increasing its market share in enterprise AI, potentially boosting its stock price by 15-20%.
- With $40.1 billion in cash reserves, Meta has allocated a significant portion of its resources towards AI, earmarking $20 billion for 2023 alone and expecting to increase this in 2026.
- Meta's strategy for AGI, dubbed "personal superintelligence", involves creating AI that empowers individuals, differing from competitors' centralized or replacement-focused visions.
- The Superintelligence Lab, launched in July 2025, consolidates Meta's AI research, foundation model development, and product AI teams, with co-leaders Alexandr Wang and Nat Friedman.
- The lab has aggressively recruited top talent from competitors, including OpenAI, Google DeepMind, and Anthropic, with Shengjia Zhao, co-creator of ChatGPT, recently appointed as Meta's chief scientist for the Superintelligence Labs.
- Meta's AI strategy isn't limited to research and development; it has increased AI-related hiring by 40% compared to 2022 and purchased 30,000 NVIDIA H100 GPUs for AI training.
- The company plans to spend between $66 billion and $72 billion on AI-related capital expenditures in 2025, building data centers and AI supercomputing clusters named Prometheus and Hyperion.
- As Meta aims to generate 20% of its revenue from AI-related products by 2025, its strategy is expected to drive significant growth in its AI-related revenue, with a projected 45% compound annual growth rate (CAGR) through 2026 and potential for new product categories.
