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Credibility Rating

3/5
Good(3)

Good quality. Reputable source with community review or editorial standards, but less rigorous than peer-reviewed venues.

Rating inherited from publication venue: CNBC

Relevant to AI safety discussions around open-source vs. proprietary model release strategies, as Meta's potential move toward closed frontier models may affect AI access, safety oversight, and competitive dynamics in the industry.

Metadata

Importance: 38/100news articlenews

Summary

CNBC reports that Meta is pursuing a new proprietary frontier AI model codenamed 'Avocado,' marking a significant strategic shift away from its open-source Llama models. The company spent $14.3 billion acquiring Scale AI's founder and top researchers to compete with OpenAI and Google, but the rapid pivot has created internal culture clashes and confusion. The delayed release of Llama Behemoth and the possible move away from open-source signals a fundamental rethinking of Meta's AI positioning.

Key Points

  • Meta is developing a new frontier AI model codenamed 'Avocado' that may be proprietary rather than open-source, reversing its Llama strategy.
  • Meta spent $14.3 billion on a hiring spree including Scale AI founder Alexandr Wang and top researchers to compete with OpenAI and Google.
  • The strategic overhaul has created significant internal culture clashes as the company pivots from open-source to a more competitive closed approach.
  • Analysts note Meta 'entered the year as an AI winner' but now faces questions around investment levels and ROI.
  • Zuckerberg's declining emphasis on Llama branding signals the depth of the strategic shift underway.

Cited by 1 page

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The Wayback Machine - http://web.archive.org/web/20260329230740/https://www.cnbc.com/2025/12/09/meta-avocado-ai-strategy-issues.html

 

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From Llamas to Avocados: Meta's shifting AI strategy is causing internal confusion

Published Tue, Dec 9 20257:00 AM ESTUpdated Tue, Dec 9 20258:33 PM EST

Jonathan Vanian@in/jonathan-vanian-b704432/

WATCH LIVE

Key Points

Meta is pursuing a new frontier AI model, codenamed Avocado, that could be proprietary instead of open source, CNBC has learned.

The company is trying to keep pace with artificial intelligence rivals OpenAI and Google after spending $14.3 billion to bring in the founder of Scale AI and a handful of top researchers and engineers.

"In many ways, Meta has been the opposite of Alphabet, where it entered the year as an AI winner and now faces more questions around investment levels and ROI," analysts at KeyBanc Capital Mark

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