$250 million to work for Meta

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0:40Fetch is pet insurance, if you hadn't figured it out. Do you have a pet? According to a study from a pet insurance company from a few years ago, every six seconds, a pet owner in the U.S. gets hit with a vet bill over$1 ,000, and it almost never comes at a convenient time. So check out Fetch. You get paid up to 90 % of vet bills. You can use Fetch for any vet in the U.S. and Canada. Every vet is in network. Go to FetchPet.com slash save right now for your free quote. That's FetchPet.com slash save. How much would Mark Zuckerberg have to pay you for you to want to go work for him over at Meta? Maybe it's your dream job, so let's say just like$100K.

1:26Maybe you hate Mark with every fiber of your being, so you'd ask for like$10 million. But if you could sell him on your super intelligence, he might offer you$250 million. dollars. Super intelligence was something that could invent a fusion reactor that humans didn't even understand or figure out how to do faster than light travel. And so people here in Silicon Valley started to get really excited and started to spend a lot of money on designing ever more capable artificial intelligence. A personal super intelligence that helps you achieve your goals, create what you want to see in the world, be a better friend, and grow to become the person that you aspire to be.

2:06We're going to explain superintelligence and why Metamark will offer you the moon to help him build it on Today Explained from Vox.

2:20This is Today Explained. My name is Riley Griffin and I am a tech reporter with Bloomberg News. Okay, Riley, you write about Silicon Valley and its various companies for Bloomberg. The Silicon Valley company we want to talk about today is Meta, specifically Meta's new superintelligence lab. How new is it? What is it? What are they trying to do? Yeah, the superintelligence lab is incredibly new. And really what I want to say here is that the story of Meta's superintelligence lab is at its core a story of competition. So you've got Mark Zuckerberg, a famously competitive CEO. And this past spring, we learned through our reporting that he'd begun to feel quite acutely that Meta was falling behind in this all-consuming race for AI.

3:11Meta had basically just released the latest version of its large language model. They call it Llama. Hey, everyone. It is Llama 4-Day. Our goal is to build the world's leading AI, open source it, and make it universally accessible so that everyone in the world benefits. I'm really excited about all the unlocks that we're going to get from Llama 3 and then Llama 4 and then Llama 5, and I think that's going to translate into better products. All right, welcome everybody to LlamaCon. This is a system meant to rival OpenAI's ChatGPT or Anthropik's Claude, but when the rollout landed, it fell flat.

3:48Lama 4 just dropped, and it's been an absolute disaster. Lama 4 is lost. And it fell flat internally, according to our sources. It had just become clear that Meta was not leading the pack among these AI companies. Our listeners may think of Meta as the parent company of Facebook or Instagram or WhatsApp, you know, these popular apps that have billions of users. But Meta is increasingly seeing itself as an AI company, too. and it wasn't leading there. And so Zuckerberg, seeing, feeling that he was falling behind in this race immediately sprung into action from his homes in Tahoe and Silicon Valley.

4:30He started personally recruiting. $200 million to work at Meta. That is what we understand Mark Zuckerberg is currently offering to join his superintelligence team. Meta has extended offers worth as much as$300 million to more than 10 of OpenAI's top researchers. And he was basically quietly building this new secretive team that we now know is Meta's super intelligence labs.

4:59Okay, what is this super secretive team going to do? I thought Meta was like all about the metaverse and that's why they changed their name to Meta. I am proud to announce that starting today, our company is now Meta. It sounds like they should have changed the name to AI. To AI, Meta AI. It's a really good point. I think when I speak with folks on Wall Street, the metaverse is always the pain point, if you will. It is something that still bleeds cash. It's not a big revenue driver. It hasn't proved itself to be the dream that Mark Zuckerberg once painted. Back in the days where it was still called Facebook outright, you know, they were in the AI game.

5:47They founded this Facebook AI Research Lab, now called the Fundamental AI Research Lab. They actually brought in this guy named Yann LeCun. There is no question, absolutely no question, that at some point in the future, we'll have AI systems that are as smart as humans in all the domains where humans are smart, But maybe we'll be as smart as human, if not significantly smarter in all domains with human as smart. A big thinker, award-winning thinker on some of these things. And so, you know, if you were watching that at the time, you might have thought Meta was really well positioned to be the AI leader.

6:24But when OpenAI came out with ChatGPT, it blew everyone out of the water, including AI researchers at Meta who I've spoken with. You know, they'd been building their own large language models, but the approach was still rather academic. It wasn't packaged in a consumer product in the way OpenAI so successfully executed on ChatGPT. And when I speak to folks who were at Meta at the time, they just, they believed already OpenAI had gotten ahead and was taking a more deft approach to consumer strategy. So I think that's when the race began, but it really kicked into gear this April with what felt to many internally at Meta as a flop with its latest release of Llama.

7:13And what exactly has Meta done in this space so far? Nothing, it sounds like? Right now, we're seeing a talent war. We're seeing Meta create a new organizational structure for its AI talent. So this is a multi-billion dollar effort, and Meta has the cash to deploy here. The perspective of company leadership is that they're looking to make a big bet and plug that talent gap. So Zuckerberg is pledging to spend not a couple billion, but hundreds of billions of dollars on their broader AI strategy and the infrastructure needed to support it. And yet they believe there's only a small talent pool that can best make use of that spend to put together these competitive models.

7:58Many are focused on reasoning, and that means they're specialists who can help build models that think step by step, as opposed to in this probabilistic approach where they're predicting the next word in the sentence. because a lot of the chatbots right now, they look like they understand what you're saying when you type in a question, but really they're just predicting. They've taken these massive amounts of data and they're able to predict the next word in the sentence. And what meta, what OpenAI want to do is really give them the capacity to think, to reason for themselves, to get to that answer.

8:36So if you're going to spend hundreds of billions of dollars to win the AI race, what's a couple billion on the talent that can steer the ship. But of course, there's pushback. I will say that pushback isn't coming from Wall Street. I mean, Meta stock is up nearly 30 % this year to date. Clearly, there's excitement from the investor community at every given announcement on deploying cash to purchase companies, to hire talent, to build out data centers. More cash will be spent. One thing I've heard from folks who have left Meta over the years is that, you know, if you are a PhD type who got into this really complicated question of AI reasoning and super intelligence, you weren't necessarily inspired when Meta announced that they were creating AI chatbots, you know, that sounded like Snoop Dogg.

9:30That's a really different kind of product. You love puzzles and games? So do we. That's why we got Snoop Dogg as Dungeon Master. Your quest begins now, player. And so there has been skepticism of Mark Zuckerberg as a leader. He's someone who really wants to bring AI into the hands of individuals. And, you know, these folks who've departed meta over the years point to the company as one that's flip-flopped on its AI strategy. And I think it's too early to tell whether or not it's working. What has been successful is Mark's efforts to court some of the biggest names out there. So they are taking away top talent from competitors.

10:15But we also know there are people who have turned down Mark Zuckerberg's sports team level compensation packages. So it sounds like Meta is restructuring itself or creating altogether new structures to play the long game here on Superintelligence. What does it look like in the rest of the industry right now? Everybody. I mean, everybody has had to respond to Mark Zuckerberg's crazed hiring push. His efforts have set a new bar for compensation across the industry. We've seen other companies like OpenAI have to make offers to their own employees to keep them that are much higher. You know, a rising tide lifts all ships, and there is no doubt that the way that they have aggressively hired and thrown cash at the problem has left other companies having to catch up.

11:11And you're even seeing that in the language, the public posturing from CEOs. OpenAI has come out and said that they're going to spend trillions on the AI race. You know, other companies are being quite loud about the money they're going to throw. But we're talking about the biggest players here, Sean. We're not talking about the upstarts that have just gotten some venture cash. Meta, Google, even OpenAI are in a different position because they have cash to burn.

11:46Read Riley Griffin at Bloomberg.com. Listen to us ask if Mark is wasting his money on superintelligence when Today Explained returns.

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13:49We love a proper citation, don't we? Plus, you can connect Claude to your professional tools like GitHub, Jira, HubSpot, Notion, Google Workspace, and watch it become your command center with context from all your work. That means Claude has context from your calendar, emails, and all of your go-to tools. For problems worth solving, get started with Claude at claude.ai. slash Today Explained. That's claw.ai slash Today Explained.

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15:25Cool.

15:29Today explained. Garrett DeVink writes about tech for the Washington Post, and we asked him here to help us wrap our heads around this one big, beautiful word, superintelligence. You sort of see it pop up here and there. I mean, there's different terms, ultra-intelligence, superhuman intelligence. I think the actual word superintelligence was used by Nick Bostrom. Cures for aging, space colonization, self-replicating nanobots or uploading of minds into computers, all kinds of science fiction stuff that's nevertheless consistent with the loss of physics. All of this and superintelligence could develop, and possibly quite rapidly.

16:11It was this technologist and sort of futurist who spent a lot of time writing and talking and inspiring people about the singularity, the future when brains meld with machines and we become infinite beings. Once there is superintelligence, the fate of humanity may depend on what the superintelligence does. Machine intelligence is the last invention that humanity will ever need to make. And a lot of people who have been working on AI over the last decade have made their goal to invent a superintelligence, something that is smarter than humans. And it does bleed into marketing. It is about getting people along, but it's also something that a lot of people actually believe and they think it's coming.

16:55What all the AI companies are aiming to build is digital superintelligence. So, you know, intelligence that's far smarter than any human. And then ultimately an intelligence that is far smarter than all humans combined. Some people argue, oh, well, we already have artificial general intelligence. That's what ChatGPT is. Look at all the cool things it can do. Other people say, don't be ridiculous. It's making all these mistakes. It's just a random number generator that we've trained to do cool tricks. That's kind of where the AGI debate is. And so I think people have now glommed onto the term superintelligence because it is something that we can all kind of agree we're not there yet.

17:37We don't have some kind of oracle in a box that is inventing new forms of science that we don't understand yet. And so we can kind of say that's what's coming and give people an idea and a vision to work towards. Even if it could be decades away? Yeah, and I think here in Silicon Valley, there's very few people who are out there saying it's decades away, right? I mean, that's where they were a few years ago before some of the breakthroughs that trigger ChatGPT and some of these other AI products that we're all dealing with and talking about right now. But most people here in Silicon Valley in the tech industry have rapidly moved up their timelines for when they think we will invent a machine that can do things that humans don't understand, that can go beyond us.

18:25Developing superintelligence is now in sight. At Meta, we believe in putting the power of superintelligence in people's hands to direct it towards what they value in their own lives. So you have people saying 2026, 2027, 2028, 2030. And they do kind of, you know, there were a few 2025s. We're in 2025 now and the 2025 people are saying 2026 now. So I do think there is a bit of an effect of, you know, there's definitely a lot of optimists here. But that's sort of definitely a big change in how people who work on AI think about the capabilities and how quickly they may be approaching. We recently did like a two-part series on Mars on this program.

19:09And it's funny because that is reminding me of Mars where Elon Musk was saying like, Probably got about a 50 % chance of sending ships from Earth to Mars at the end of next year. So November, December next year in about 18 months. Wow. And it's just absolute pie in the highest of skies. Does anyone who's promising superintelligence in the next few years, or even this year, it's August, by the way, do any of them have any idea what this thing's going to look like? You're starting to see people get the questions exactly like that. Like, what are you talking about? This is science fiction. Like, you have no evidence that this is coming, that it's happening.

19:47Just because something is advancing relatively quickly or faster than you would expect, it doesn't mean that that's going to continue, right? They're sort of extrapolating into the future without knowing for sure that that's going to happen or even presenting a strong explanation for how it might happen. And so those people in the tech industry, I mean, we're talking about, you know, leaders at OpenAI, Anthropic, at Google, also people who spend a lot of time researching AI and how it might affect society and the economy have obviously been getting these questions. And so they're starting to refine their answers a little bit.

20:20And I think one that is quite interesting and has taken hold is the CEO of Anthropic AI. This is a very, very prominent, well-funded AI company here in San Francisco. Dario Amadai, the CEO, he started talking about a nation of geniuses. In terms of pure intelligence, it is smarter than a Nobel Prize winner across most relevant fields. Biology, programming, math, engineering, writing, etc. Each of these million copies can act independently on unrelated tasks. or, if needed, can all work together in the same way humans would collaborate. We could summarize this as a country of geniuses in a data center.

21:05And they are going to invent these scientific breakthroughs, or we'll give them complex engineering problems, or even societal problems. We'll say, hey, how do we ensure that democracy stays strong into the 21st century? Those are the kinds of more concrete, yet still very vague ideas that people are starting to articulate.

21:30Is there anyone saying this is a crock? It's not going to happen? Is there anyone saying you guys just made this thing up because it sounds good and it raises money? Absolutely. And I think there's a very strong argument that that's all it is. I mean, if you look at the last decade, 15 years of Silicon Valley, obviously you think about Meta, Facebook, and all the same people who built these companies are now building these AI products and trying to find ways to convince people that we need them, that we need to use them, that we need to work them into our daily lives. And yes, that we need to spend money every month in order to continue to access them.

22:09And so the other element too, is if you have people talking about science fiction and AI is coming to destroy humanity, you don't have them talking about racial bias being baked into AI. You don't have them talking about how AI is being used to make it easier for the government to surveil citizens. And so I think there is a strong argument that a lot of this is about marketing, is about hype, is about distraction, really. And there are definitely people who are articulating that argument, who are saying there's a big bubble. These companies are way too overvalued. They're not actually delivering on what they're claiming.

22:48They're all going to blow up and the stock market is going to go with it. And I do think that there's the truth probably lies somewhere in between. I mean, living here in San Francisco, it might be hard to sort of really understand from the outside, but there are people who truly, truly believe in their heart of hearts, almost in a religious way, that superintelligence is coming and that it's our job as humanity to prepare ourselves for it. And in the meantime, we peons get like GPT-5. Yeah, I think GPT-5 is a really interesting story that reveals a lot about where the technology industry is right now.

23:23And so GPT-5 is the latest version of OpenAI's technology. It's sort of the software that goes behind ChatGPT. And a lot of people were really expecting that GPT-5 would blow everyone away, that it would solve a lot of the problems that AI has. you might have heard about hallucinations. That's when AI just makes something up randomly and acts really confident that it's true when it isn't. People said, oh, GPT-5, hallucinations won't really be a problem anymore. And when it actually came out, it was better at most of those things, but it wasn't a huge leap in the way that people were expecting.

24:02And I think that huge hype cycle, all that energy and all those claims by companies like OpenAI really fed this expectation among people who are interested in AI, are early adopters, that it was going to be the next big thing. And all the skeptics and naysayers would be proven wrong. And when it came out, it's not like it was worse, but it definitely wasn't super intelligence. And so you see a lot of soul searching going on after GPT-5's launch. If you're just, you know, a person who occasionally uses chat GPT to like plan a trip or, I don't know, write a speech at a wedding, which I've heard over and over that people are doing.

24:39You know, like how how should a regular person who uses tech casually to like help their life be a little more efficient, be thinking about super intelligence or should they not be thinking about super intelligence at all? I think the first way that people should think about it is with skepticism. They should see it as a marketing term. They should understand what these tech companies are doing. And I think beyond that, if you care about superintelligence, you care about AI, I mean, it's an interesting thing to think about. There's a reason people are drawn to this because science fiction, we have all these ideas from literature, from film that are very exciting and interesting.