Overview

• Meta's Behemoth model, originally set for an April debut, is now delayed until fall or later due to unresolved performance gaps.
• Engineers are struggling to achieve meaningful improvements over previous Llama iterations, raising doubts about the model's readiness for public release.
• Senior executives at Meta are reportedly considering leadership changes within the AI product team due to frustrations over the delays.
• Meta's share price dropped approximately 2% following the announcement, reflecting investor concerns about the company's AI strategy and return on investment.
• The company has committed up to $72 billion in AI-related capital expenditures this year, with Behemoth positioned as a cornerstone for future advancements in generative AI.