Recently, Meta Platforms faces a major decision, possibly abandoning its self-developed Llama AI model and instead adopting artificial intelligence systems from competitors such as OpenAI and Anthropic. This change reflects a significant adjustment in Meta's open-source AI strategy and shows the company's dissatisfaction with its own product performance.
The turning point occurred at the Llama 4 launch event in April, where the product did not receive positive feedback from developers at Meta's LlamaCon event. The indifferent response after the release prompted Meta to deeply reflect on its strategy. To catch up with the market, Meta has taken a series of measures, including an investment of $1.43 billion in the AI company Scale AI, and appointing its CEO Alexandr Wang to lead the newly established "Superintelligence" team.
To attract top AI research talents, Meta also offers signing bonuses of up to $100 million, hoping to recruit outstanding researchers from OpenAI. At the same time, the company is also negotiating acquisitions with several AI startups such as PlayAI, Perplexity AI, and Runway AI to enhance its technical capabilities. Despite internal challenges, Wall Street analysts remain optimistic about Meta's future, giving it a "strong buy" rating, showing high recognition of its stock, with an average target price set at $716.48, indicating that the stock price is close to its fair value.
It is not easy for Meta to pursue innovation. The performance of its own AI models falling short of expectations has forced it to seek support from external forces, reflecting the increasingly fierce competition in the tech industry. In the future, whether Meta can successfully transform and return to the peak of the AI field remains to be watched.
