Sharp Tech with Ben Thompson (Preview) Meta Continues Its AI Spending Spree, More Fun with OpenAI and Microsoft, ‘Apple in China’ and Related Matters
Jun 19, 2025
Meta is making waves with its aggressive AI hiring spree, potentially bringing in talent worth over a billion dollars. The podcast discusses the implications of these strategic moves and how they contrast management with research roles. The hosts dive into the ongoing competition between OpenAI and Microsoft, shedding light on the dynamics at play. Additionally, they explore Apple's longstanding decisions in China and reflect on the broader US-China tech rivalry. The episode captures the rapidly evolving landscape of AI and the importance of leadership in tech.
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Meta Hires Managers Over Researchers
- Meta is focusing on hiring AI managers and product leaders rather than top AI researchers like Ilya Sutskever.
- This reflects Meta's need for strong leadership to manage and build AI products rather than pure research innovation.
Meta Eyes Nat Friedman and Daniel Gross
- Nat Friedman and Daniel Gross, who frequently appeared on Stratechery discussing AI, are being considered by Meta for major roles.
- Both have deep experience in AI product development and management, making them key assets for Meta's AI push.
Nat Friedman's Unique Leadership Fit
- Nat Friedman is an exceptional AI manager with experience inside Microsoft and GitHub, uniquely able to lead AI initiatives at Meta.
- His understanding of AI through both management and investments positions him as a top choice to guide Meta's AI efforts.