Fetching from the wire…
Policy2026-09-13 · source-backed
Fortune reported September 12 that Meta has rebuilt management ranks in its AI organization after the flatter-org push, moving roughly 7,000 employees into an Applied AI division, with Q2 revenue at $60.8B, up 28% year over year. The company that ran the largest flattening experiment is re-adding layers specifically where AI work is concentrated, which is a useful counterweight to the year's "AI flattens middle management" thesis.
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Meta's flagship model "Avocado" delayed from March to May after testing showed it performs between Gemini 2.5 and 3.0 — behind OpenAI and Anthropic. Meta leadership reportedly discussed temporarily licensing Google's Gemini. Fortune ---
Luu's September 1 post drew 852 points and over 1,000 comments, walking predictions from February 2024 through November 2025 after removing unfalsifiable and tautological ones. Misses include "AI has peaked" (Feb 2024), Meta "dying" (Nov 2024) against revenue going $135B to $2...
Designed with Broadcom, built by TSMC, going into manufacturing after a six-week test run found no major issues (Reuters). Iris supplements rather than replaces Meta's Nvidia/AMD GPUs and supports a buildout targeting 7GW by end-2026 and 14GW in 2027 against up to $145B in 202...
In an FT op-ed surfaced by Fortune, Altman called for a US-led forum to set AI standards and provide impartial capability and risk analysis. Fortune frames it as OpenAI pivoting to governance-setting as it slips against Google and Anthropic. When you can't win on benchmarks, y...
The essay argues closed frontier labs risk concentrating too much power in too few hands, framing American open weights as the answer to Chinese open-source models (FT, corroborated by CNBC and Fortune). The sharpest lines: "I do not understand why anyone who believes that AI...
A leaked memo (Meta stock rose ~7% on it) shows growth from 7 GW in 2026 to 14 GW in 2027 at roughly $145B annual capex, with the in-house "Iris" inference chip clearing testing and entering mass production this September (Reuters via U.S. News). Long-term memory and materials...
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