Meta CEO支持AI独立评估反对行业放缓，OpenAI拟融资估值超1.2万

[music] Bloomberg Audio Studios podcasts, radio, news. [music] Bloomberg Tech is live from the heart [music] of Silicon Valley with Ed Ledllo in San Francisco. [music] This is Bloomberg Tech. Coming up, Mark Zuckerberg weighs in on the global AI safety debate and says AI labs should rely on independent evaluators and advisers to ensure models are safe. Plus, Open AI could be [music] looking to raise more money before it heads to the public markets.

And a new funding round could value it at [music] more than $1.2 trillion. And Impulse Space announces a 308 million series D extension. We speak with the CEO later this hour. Our top story, Mark Zuckerberg has weighed in on the AI safety debate. The Meta CEO said AI labs should rely on independent evaluators and advisers to ensure that models are safe [music] rather than forcing an industry-wide slowdown. He wrote on X that the company had delayed the release of its latest AI tool, Mules for Muse, for several months to ensure it was safe.

Bloomberg's Riley Griffin, who leads our coverage of Meta, is with us. Very simply, Mark Zuckerber is saying, "This is for each lab to do itself. Just get on with it. Go through the post."

Yeah. I mean, the most notable thing about the post to me is he's throwing a little bit of shade at his competitors here with the tweet that we have on the screen. You know, he effectively has said, "We did a slowdown. We did it internally. We didn't raise a kurfuffle about it, and we didn't call on our peers to slow down, too." So, Meta is moving ahead. It's calling on independent evaluation, but it's not saying, "Hey, right now we're going to slow down after these calls."

You know, some like camps are emerging, right? So, you know, Dario Ammo Day in his anthropic essay on Saturday explicitly said, "We think independent evaluation is important." Um, but where, you know, Zuckerberg disagrees with AMO day is there doesn't need to be this coalition of the frontier labs together. You you talked about um safety at Meta with Dina Pal McCormick, right? explain who she is but also her answer to your question if there was one.

Yeah, so on Monday I spoke with Dina Pal McCormick in Meta's headquarters in Menllo Park. She is the president of the company, someone who came in just earlier this year from the board. Um she is playing a really broad and sweeping role with her hands all over the AI story and in this case she said that safety should be baked in from the bottom up. It should be a part of the process dayto-day. Again, it's a polite way of saying we're not going to commit to slowing down right now.

We think this is a part of our process.

She is in the Jensen one camp, which is safety is an engineering problem, right? It's for the the companies themselves to say if we're good at AI, we should make sure it's safe. That conversation with Pal McCormick is interesting. You know, the question I ask myself is, is Dina Pal McCormack the the present day Cheryl Samberg? Right? How does Mark Zuckerberg rely on her as the face of the company?

I think it's a um a comparison that's made often because of their backgrounds in Washington, their connections to the financial sector, their focus on

she was a Trump administration official. She was at Goldman Sachs.

Correct. And Cheryl Sandberg notably had more connections to the Democratic Party. But in this case, there's a big difference. Cheryl grew the company from something small to what it is now. Dena is coming into a $ 1.7 trillion company trying to smooth out its rough edges. They have a lot of challenges ahead particularly when it comes to the AI backlash um focus on data centers and she is both helping to clinch deals and retell that AI story.

So those deals and that focus on data centers. Meta is massively committed to spending on compute and you know reading your reporting and and the statements from EDA Dina Pal McCormack kind of overseeing all facets of that right it's a really big portfolio for her

she's everywhere all at once and not only is she working on compute I mean something that emerged she was critical to the up to$18 billion settlement with the state attorneys general that is altogether separate from the compute story but she is a right hand to Mark Zuckerberg she's really earned earned his trust. Um she went she left our interview to go have dinner at his house after 4 hours of conversation that very day.

So she's very involved. Um CJ Mahoney who is the chief legal officer said she's the last person consulted on every decision. So it's notable that she has risen to this level um in such a short amount of time.

So there's two stories here. Mark Zuckerberg weighing in in the last 24 hours on the AI safety environment and then Riley's conversation with Dina Pal McCormack and her profile of her. Go and read that on all Bloomberg platforms. Bloomberg's Riley Griffin, thank you very much. Sticking with AI, Open AI could be looking to raise more money before it heads to the public markets. The chat GBT maker is said to be in early talks with investors about a new funding round that could value it at more than $1.2 trillion.

That's according to a Bloomberg source. Bloomberg Sharen Gafari leads our coverage of the Frontier Labs and is with us. Um, let's be very clear here. This sounds like this was an investor pool approaching OpenAI and saying, "Should we do this? This sounds like a good idea." But that $1.2 trillion valuation, what would that represent relative to OpenAI's last private valuation?

That's right. So, it would be a jump. uh you know OpenAI's last private market valuation was I believe over 750 billion. I'm not I don't remember offhand the exact number um but it would be you know potentially big jump for it but not as big as potentially some of the numbers being floated for anthropics public listing expected public listing coming up soon. So it'll be interesting to see if this round does happen how it prices

there are some other reports out there that evaluation could be even higher. I think we we lose sight of the basics, right? Remind us where Open AI and Anthropic actually sit in their path to the public markets. We all assume that it will happen eventually, but right now they've they filed confidentially and we're waiting.

That's right. Um, so there's been all this talk in the AI industry about a potential slowdown and all this immense anxiety about the risks of AI right now. Um however uh we don't see any signs so far of um Anthropics uh expected IPOs slowing down and uh it sort of from the outside uh still seems like full speed ahead here. Now at the same time they're having conversations about maybe having external auditors as you were mentioning earlier on your show.

Um but we are still very much expecting and waiting for Anthropic to move forward with its S1 as soon as in the coming days weeks. So compare and contrast um OpenAI CEO Sam Alman gave an interview to Fortune this past week and basically it looks like the IPO will happen next year at some point but but he cited the current environment. What did he say?

That's right. So, OpenAI is taking uh or has Sam Alman has made a little bit of a different sort of statement um right than we're seeing with with some others and that he's he was saying that the IPO could be delayed or or rather that it would be a strange time or moment for his company to go public right now. That being said, um as we've reported, OpenAI has been considering uh not going public this year, pushing that to 2027, predating this current wave of AI anxiety.

So um our reporting indicates that that is certainly not the only factor potentially the main factor here. Um that being said yes it is sort of a cognitive dissonance to be certainly for having conversations about all of this AI anxiety at the same time as some of uh you know the most highly valued private companies ever are are preparing to go public.

Bloomberg Shireen Gafari who's the author