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Meta is an American multinational technology conglomerate. It owns Facebook, Instagram, and WhatsApp, among other products and services.
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Former Oasis Labs Founder Joins Meta's Super Intelligence Lab as VP of AI Research
Odaily Odaily, Oasis Labs founder Dawn Song announced on the X platform that she is joining Meta's Super Intelligence Lab as Vice President of AI Research. Several members of the Virtue AI team will also be joining to advance safety and security for cutting-edge AI models and agent AI systems. It is reported that Dawn Song co-founded the AI safety startup Virtue AI in 2024. Additionally, Virtue AI co-founders Bo Li and Sanmi Koyejo will also join Meta's Super Intelligence Lab.Oasis Labs is a blockchain-based privacy cloud computing platform.
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Micron's latest gross margin approaches 85%, surpassing Nvidia to become the new profit king among major US tech stocks
According to financial reports, Micron's latest gross margin reached as high as 84.9%, far surpassing the previous period's 74.9% and the 39% recorded in the same period last year. It has also overtaken Meta's 81.9% and Nvidia's 75%.Micron Chief Financial Officer Mark Murphy stated that the gross margin for the third quarter of fiscal year 2026 more than doubled year-over-year, setting a new company record. This data highlights Micron's pricing power, allowing it to shed its past image as a commodity manufacturer and emerge as the new profit king among major US tech stocks. (CNBC)
Serenity’s In-Depth Analysis of Tech Giants’ AI Strategies: Amazon’s Path Forward Looks Promising; Microsoft and Meta Must Justify Their Capital Investments
Serenity, dubbed the “White-Haired Stock God,” stated in a post that the market should not interpret AI-related capital expenditures by large tech companies as “funds being siphoned away.” Rather, these investments are more accurately described as laying the groundwork for substantial future revenue growth or margin expansion. Serenity currently favors Amazon most highly, viewing it as one of the clearest examples of AI transformation among hyperscale cloud providers. Amazon may leverage large language models to achieve autonomous delivery, warehouse robotics, and automation across logistics and transportation—thereby lowering operational costs. Meanwhile, Amazon is also expanding its AWS compute infrastructure to drive revenue growth and, potentially, enter the AI chip sales market via its in-house Trainium chips. Serenity ranks Google second among tech giants in AI strategy, noting its AI capital spending aims primarily to defend the moat around its search business. Additionally, Google Cloud’s TPU-based compute advantage gives it chip commercialization potential comparable to NVIDIA’s GPUs. Regarding Microsoft and Meta, Serenity says both firms still need to demonstrate to the market the necessity of their massive AI capital outlays. Microsoft’s recent sentiment has been weak, partly due to delays in its in-house AI chip Maia and the impact on AI development pace stemming from its partnership with OpenAI.
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Meta to Launch Standalone Prediction Market App Arena
According to The New York Times, Meta CEO Mark Zuckerberg has instructed his team to develop an internal prediction market application codenamed “Arena,” which will operate independently of Facebook and Instagram.
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Multiple technology and crypto companies pledge to jointly combat illegal wildlife trade
According to Reuters, during the London Climate Action Week, at the “United for Wildlife” Business Forum, platform companies including Google, Meta, TikTok, and Alibaba pledged to strengthen the identification and removal of online illegal wildlife trade information and explore the use of artificial intelligence for detection and prevention. Vodafone, Vodacom, and Safaricom plan to introduce AI-powered anti-money laundering and transaction monitoring mechanisms into the mobile payment platform M-Pesa.
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Meta signs new agreement with data center developer Crusoe to procure AI computing power from two data centers
According to Bloomberg, Meta Platforms has signed a new agreement with data center developer Crusoe to procure AI computing capacity from two of Crusoe’s data centers—located in Childress, Texas, and Warrensburg, Missouri—to support Meta’s ongoing expansion of its AI infrastructure. Sources familiar with the matter said the discussions have not yet been made public.
Manus early investors plan to buy back equity at a $2 billion valuation
according to sources, Meta Platforms' previous acquisition of AI company Manus for approximately $2 billion may face a reversal following a decision by Chinese regulatory authorities to require the transaction to be unwound. Manus's early investors are now planning to buy back the company's equity at roughly the $2 billion price Meta originally paid. This development could enable some of the original investors to regain control of the company and potentially benefit from a revaluation of its worth. (The Information)
Meta CEO Admits 'Missteps' in AI Team Restructuring as Company Continues Billions in AI Investment
: Meta CEO Mark Zuckerberg acknowledged that the company experienced "missteps" during the restructuring of its AI team, as Meta continues to invest billions of dollars in AI development. (Cointelegraph)
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Reuters: Zuckerberg admits Meta made mistakes in its AI transition, pledges no more large-scale layoffs this year
According to Reuters, Meta CEO Mark Zuckerberg acknowledged in an internal memo that the company made mistakes during its transition to AI and stated that no further company-wide large-scale layoffs are expected this year.
Meta completes operational separation from Manus and halts data sharing between the two companies
According to Bloomberg, Meta Platforms Inc. has completed its operational separation from Manus and halted data sharing between the two companies. Sources familiar with the matter said that Meta—the parent company of Facebook and Instagram—has effectively erected a firewall between itself and the Chinese firm Manus. The sources said Meta has barred Manus and its employees from accessing the U.S. company’s internal data systems since the beginning of this month. They also said Meta employees can no longer use Manus’ tools for internal projects. Because the matter involves internal decision-making, the sources requested anonymity. An internal memo seen by Bloomberg News shows Meta is phasing out Manus’ business. The memo instructs employees to migrate existing Manus projects onto Meta’s systems and not to initiate new work on AI platforms.
InfoHawk Secures $2.25 Million Pre-Seed Funding Led by Moonshots Capital
Odaily AI-driven anti-fraud infrastructure provider InfoHawk has announced the completion of a $2.25 million Pre-Seed funding round, led by Moonshots Capital, with participation from former U.S. Federal Trade Commission Chairman Jon Leibowitz, AppNexus founder Brian O'Kelley, former Meta advertising executive Rob Goldman, GitHub CTO Vlad Fedorov, and others. The new funds will be used to support the company's application of AI content recognition and deep infrastructure analysis technology to help enterprises detect, analyze, and combat large-scale online fraud, phishing sites, brand impersonation, and Deepfake attacks. (PRNewswire)
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Meta 以 USDC 支付创作者，本地兑换仍存摩擦
Meta 在哥伦比亚和菲律宾试点以稳定币 USDC 向创作者支付报酬，但文章指出稳定币支付在本地货币兑换环节仍存在基础设施碎片化问题。
Circle
U.S. Department of Justice Joins Coinbase, Meta, and Others in Anti-Fraud Campaign, Freezing Over $3.8 Million in Cryptocurrency Assets
According to The Block, the U.S. Department of Justice stated that, as part of a joint anti-fraud operation codenamed “Disruption Week,” private-sector participants froze over $3.8 million worth of cryptocurrency assets linked to fraud.
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The mastermind behind the $245 million Bitcoin theft has admitted to orchestrating a kidnapping plot
Adam Iza, a California cryptocurrency executive, admitted on Monday to orchestrating an attempted kidnapping of Veer Chetal's parents. The case is related to the $245 million Bitcoin theft that Veer Chetal was previously involved in.Adam Iza, 25, also known as Ahmed Faiq, who ran the crypto trading company Zort and called himself the "Godfather," along with Veer Chetal and two others, impersonated technical support staff from Google and crypto exchanges to steal 4,100 Bitcoins from a Washington resident, valued at approximately $245 million at the time. Adam Iza and his accomplices attempted to obtain part of the stolen funds by kidnapping Veer Chetal's parents. Additionally, Adam Iza admitted to fraudulently accessing Meta's business manager accounts and credit lines to steal over $37 million between 2020 and 2022. Federal prosecutors are seeking at least 14 years in prison for his sentence. (fortune)
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Billionaire Dan Loeb Dismisses AI Bubble Theory: AI Is Just Getting Started, Massive Capital Expenditure Will Pay Off
: Billionaire investor and founder of hedge fund Third Point, Dan Loeb, stated in a podcast that current market concerns over an AI "bubble" are greatly exaggerated, and the development phase of the AI industry is completely different from the dot-com bubble era.Loeb pointed out that the combined capital expenditures of tech giants including Alphabet, Microsoft, Amazon, and Meta have already exceeded $700 billion this year, and could reach $1 trillion next year, with the vast majority allocated to AI infrastructure construction. He indicated that not believing these capital expenditures can yield returns is equivalent to believing these companies are "burning cash for nothing," but currently these companies have strong profitability and ample cash flow, allowing them to rely on their own balance sheets to support investments.Loeb emphasized that this is different from the dot-com bubble period when "valuations were detached from fundamentals," and does not constitute a traditional valuation bubble. He also noted that AI companies like Anthropic are experiencing rapid revenue growth and accelerating product deployment, indicating the industry is still in its early expansion phase.According to reports, Anthropic's latest funding round valuation has approached nearly $965 billion, with annualized revenue surging from $14 billion to $47 billion, further strengthening market confidence in the commercialization potential of AI.However, some investors in the market, including Michael Burry, have expressed concerns about AI valuations overheating, believing that massive investments may struggle to generate corresponding returns. Loeb stated, "We haven't even scratched the surface of AI development," and believes it remains in the early stages of long-term growth. (BusinessInsider)
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New Stock God Serenity: SIVE Deeply Tied to Ayar, Benefiting from the Global AI Rack-Scale Optical Interconnect Wave
Serenity, hailed as the "New Stock God," recently commented on its heavily weighted position SIVE. Ayar Labs and Wiwynn announced a partnership today, a move that could profoundly impact Sivers Semiconductors' (SIVE) efforts to drive the implementation of Co-Packaged Optics (CPO) technology at the rack level.Wiwynn services top-tier cloud providers such as Amazon, Meta, and Microsoft, and is also in talks with Google regarding TPU-related deployments. According to the reference architecture, a single rack needs to be equipped with over 512 Supernova light sources. If SIVE successfully becomes the primary laser array supplier, even a medium-scale rack deployment would bring significant revenue growth to the company.Serenity admitted that the current tri-party rack-level commercialization layout is still in its early stages, and related results have not yet been reflected in financial reports. However, this cooperation has already unlocked key pathways for the large-scale application of CPO, serving as a positive signal from the supply chain that deserves continued market attention.SIVE is currently listed on Nasdaq Stockholm in Sweden. The company is evaluating plans for a dual listing on the US Nasdaq and has not yet debuted on the US main board. The stock dropped sharply by 15.49% in the previous trading session. In response, Serenity stated that the pullback in the optical AI sector and SIVE is merely normal volatility during an upward trend, and it continues to increase its holdings.
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Manus Plans to Raise $1 Billion to Withdraw Meta’s Acquisition and Pursue Listing in Hong Kong
According to Bloomberg, the three founders of Manus are exploring multiple options to comply with Beijing’s requirement to unwind Meta Platforms Inc.’s acquisition of the company—including raising approximately $1 billion from external investors to repurchase the China-founded AI firm. Sources familiar with the matter said the three founders are in discussions regarding a funding round valued at no less than the $2 billion Meta paid; the founders may also personally fund the remainder of the transaction. If this plan moves forward, the next step could involve first establishing a China-based joint venture with relevant investors, followed by an IPO in Hong Kong.
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Web3 user-generated content platform Tomoland raises $2 million in funding, led by Sky9 Capital
According to GlobeNewswire, Web3 user-generated content (UGC) platform Tomoland has announced a $2 million funding round led by Sky9 Capital, with participation from WAGMI Ventures, Aureus Dealers, and angel investors from Meta, Depinx Capital, NetEase, and Virtuals. The new capital will support the development of a system that integrates user-generated content with Web3 ownership, and accelerate the convergence of gaming ecosystems with the Web3 economy.
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Meta announces restructuring plan to cut 20% of workforce and reassign 7,000 employees to AI strategy
Meta plans to initiate a major restructuring on May 20, aiming to reduce approximately 20% of its global workforce while reassigning around 7,000 employees to artificial intelligence (AI) projects. This adjustment is part of Meta’s ongoing push for its AI strategy, intended to further concentrate resources on developing AI business. (Cointelegraph)
Cointelegraph
Meta will lay off 10% of its workforce on Wednesday, while 7,000 employees will be reassigned to its AI division.
According to Reuters, Meta’s Chief People Officer Janelle Gale sent an internal memo to employees this Monday disclosing details of the company’s restructuring plan this week. On Wednesday, Meta will cut 10% of its workforce and simultaneously reassign 7,000 employees to AI-related departments—including Applied AI Engineering (AAI) and the Agent Transformation Accelerator (ATA)—while reducing management layers to implement a flatter organizational structure. This round of layoffs and reassignments will collectively affect approximately 20% of Meta’s employees; the company has also eliminated 6,000 open positions. As of the end of March this year, Meta employed roughly 78,000 people. The restructuring aims to accelerate Meta’s full transition to AI-native workflows and develop AI agents capable of autonomously performing human tasks.
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