Zuckerberg has "finished" with Alexandr Wang, worth US$14B

I've participated in some corporate shit-shows in my day, but man I don't think I've ever seen one burn cash this fast.

Another thought: they say the software you ship reflects your org chart ("you ship your org chart"). Given how far Meta has slipped in the last year in the AI race, their org-wide dysfunction is starting to seriously harm them, from Financials to execution to talent. They need to get their act together, starting from the top.

I'm not a fan of Meta, but I'm a big fan of Llama. It was the first notable open weights model, and paved the way for all the others. Just for that I want to say: I'm rooting for you guys. Hope an amazing Llama 5 release comes after all this pain and churn.

The striking thing I heard from Meta staff is that Alexandr Wang would walk around campus with very obvious bodyguards surrounding him. Like sure maybe security is needed, but the decision to be surrounded with bouncerish guys says something about him.

What are the odds that Zuckerberg would still be CEO if he didn't have a majority stake in the company? From the outside it seems like he has made one terrible financial decision after the next. Can anyone be surprised that things aren't going smoothly given his track record?

It doesn't matter how many "wunderkinds" Zuckerberg pays off to work at Meta. Meta is not an AI company so they will never produce anything of relevance in that domain.