Bloomberg Intelligence Zuckerberg Directs Pivot Away From Open Source AI At Meta
8 snips
Dec 10, 2025 
Ed Ludlow, a tech reporter from Bloomberg B-Tech, shares insights on Mark Zuckerberg's hands-on approach to AI at Meta and its shift towards a closed-source model. Matthew Bloxham discusses a significant survey revealing that 36% of businesses prioritize AI mainly due to competitive pressure. Diana Rosero Pena reports on Chewy's success driven by its loyalty program and subscription services, while Michael Halen analyzes Cracker Barrel's declining sales and the company's plans to revitalize its stores.
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Meta Reconsiders Open Source Strategy
- Meta is shifting from open-source to closed-source for large AI models because the economics and resources make open access impractical.
- Mark Zuckerberg and Alexander Wang are pushing for a for-profit approach to support training and deployment costs.
Economics Drive AI Access Choices
- Large AI models demand immense compute and capital that favor private, funded development over universal open-source release.
- Meta concluded that sustainability requires monetization and selective access rather than full openness.
SpaceX IPO Plans And Valuation Signals
- SpaceX is preparing a large IPO potentially raising $30–40+ billion and targeting mid-next year for the listing.
- Recent private tenders valued SpaceX north of $800 billion, underpinning the IPO math.
