
Rate Of Returnšš„OpenAI's lead researcher Mark Chen recently revealed a story that can be called the most exaggerated scene in the AI talent war:

$Meta Platforms(META.US) not only attempted to poach "half of his direct team members," but Mark Zuckerberg even made a personal appearanceā
knocking on OpenAI engineers' doors with self-made soup as a recruitment gesture; prior to this, Meta had already offered a bid in the range of $100 million. š
1ļøā£ The AI talent war has escalated to "extreme mode"
Over the past year, the competition in large models has officially shifted from model-scale battles to a full-scale war for top research talent.
Meta, OpenAI, Google, and Anthropic all understand:
The real winners will be determined by a few dozen key researchers.
2ļøā£ Zuckerberg personally delivering soup is a true reflection of industry pressure
The CEO personally stepping in to recruit means Meta's AI investments are entering a phase of strategic acceleration.
This reflects three things:
⢠After the Llama series, Meta aims to further increase speed
⢠The open-source approach requires more top-tier algorithm and training experts
⢠OpenAI can no longer monopolize all cutting-edge research
3ļøā£ OpenAI's "talent moat" is being tested
Engineers worth a $100M+ bid from Zuck are undoubtedly core figures.
But Mark Chen hints that:
⢠OpenAI's sense of mission
⢠Team culture
⢠Internal R&D pace
remain key reasons why these geniuses choose to stay.
In other words: The AI talent war isnāt just about moneyāitās a battle of values + technical roadmap + organizational speed.
4ļøā£ What signal does this send to investors?
When companies fight so hard that even the CEO personally delivers soup to recruit, it meansā
The next wave of AI breakthroughs is brewing within these companies.
For $Meta Platforms(META.US), this implies:
⢠AI CapEx will continue to rise
⢠Model scale and productization will accelerate further
⢠The 2025 AI war will be even fiercer than this year
5ļøā£ Hereās the key: Talent acquisition itself is a leading indicator of valuation
Whoever secures the key talent holds the next technological breakthrough.
Models will update, hardware will iterate, but people cannot be replicated.
So the most pressing questions are:
š Will talent flow determine the AI landscape in the next 12 months?
š Will Metaās aggressive recruitment narrow the gap with OpenAI?
Who do you think will ultimately lead in this battle for top talent? META, OpenAI, or another contender?
š¬ Focused on tech corporate strategy, AI competition, and the next wave of valuation trends, we track $Meta Platforms(META.US), #AI, cutting-edge models, and infrastructure upgrades to provide clear insights for long-term growth opportunities.
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