Overview

• Meta confirmed it is reorganizing Meta Superintelligence Labs into four groups: TBD Lab led by Alexandr Wang, FAIR, Products and Applied Research led by Nat Friedman, and MSL Infra overseeing infrastructure.
• An internal memo says the reshuffle is designed to accelerate progress toward superintelligence by concentrating work across research, product, and infrastructure.
• Reporting from the New York Times indicates Meta may shrink the AI unit overall and that some executives are expected to depart, though no layoffs were announced as part of this specific change.
• Meta is weighing the integration of third-party AI models into its products rather than relying exclusively on in-house systems, according to multiple reports.
• The move follows a hiring spree, a $14.3 billion investment in Scale AI, and capital expenditures that CFO Susan Li said could reach $72 billion this year, while separate government probes target Meta’s AI chatbots over safety concerns.