Meta AI主管王亚历山大面临挑战：股价下跌、模型落后、内部动荡

It's been one year since Mark Zuckerberg appointed Alex Wang, Meta's chief AI officer, as part of a $14 billion acquihire as Meta invested in Wang's company, Scale AI. With Meta shares down 19% in the past year, far underperforming the Nasdaq in that period, Meta and Wang's AI direction is under more scrutiny than ever. The biggest change in Meta's AI approach from Wang's Meta Superintelligence Labs has been a shift away from open source models, which were previously offered for free to the developer community.

But its launch of Llama 4 back in April 2025 was considered a big disappointment. Meta is now focused on proprietary tools, with Wang's lab responsible for launching the new Muse Spark family of models in April. Seen as progress for Meta, the company acknowledges that on many metrics, its core models are less powerful than cutting edge AI models from Anthropic and others. But basic functionality is seen as competitive and impressive when it comes to energy efficiency.

In a big first, Wang indicated Meta eventually wants to make money from these models by offering paid access to developers, while in the meantime, these AI tools bolster Meta's ad business. And in another first, Meta announced a suite of subscription offerings for its AI features, charging $8 a month for Meta One Plus and $20 a month for Meta One Premium. Meta's first year was also marked by personnel upheaval. Wang made some high profile hires from OpenAI and Anthropic, and brought in former GitHub CEO Nat Friedman, reportedly at multimillion dollar salary levels.

And sources say those high paychecks engendered some resentment, as Wang's group also lost some high level employees and laid off about 600 workers amid reports of internal conflict and low morale. Now in Wang's second year, the pressure is on him to deliver on multiple fronts. First, he's promised progress from Muse Spark, saying they expect upcoming models to be competitive with the leading models in the world. Second, he's under pressure to generate new revenue for Meta's AI efforts, as the company is expected to spend as much as $145 billion for AI and data center infrastructure this year, up from $72.5 billion spent last year.

Investors are watching closely to see if Meta can convert consumers, companies and developers to pay for its AI models. Go to cnbc.com for the full story.