- The Midas Report
- Posts
- Zuck Plays for Keeps With Superintelligence Labs
Zuck Plays for Keeps With Superintelligence Labs
3 minute read
Midas AI Research
July 02, 2025
Mark Zuckerberg just stopped trying to compete… he’s now building to dominate. Meta has consolidated its entire AI division into Meta Superintelligence Labs, a massive new unit helmed by Alexandr Wang (ex-CEO of Scale AI) and Nat Friedman (former GitHub CEO). This is more than a reorg… it’s a strategic offensive.
They didn’t stop there. Meta also took a 49% stake in Scale AI, a move estimated at $14.3 billion, while simultaneously ramping up its compute and hiring infrastructure. Word is they're aggressively recruiting top talent from OpenAI, DeepMind, and Anthropic… offering packages that reportedly reach into the nine figures. This isn’t speculative innovation; it’s an all in commitment that coincided with Meta stock reaching an all time high. The company is now budgeting $68 billion in AI and data center spending for 2025.
What’s Really Happening Here
Meta isn’t just spinning up another AI research unit. It’s building an internal command center for AI dominance. With Wang and Friedman now in charge, Meta is aiming to become the central pipeline for AI development, deployment, and monetization especially across consumer facing platforms.
The implications stretch far beyond just model size or benchmark wars. Meta is positioning to integrate AI across every layer of its products… from personalized content flows on Instagram, to AR-powered experiences through Oculus and RayBan, to ad delivery and automation in WhatsApp and Messenger.
What we’re seeing is the beginning of a shift where AI becomes the default operating system of your digital life and Meta wants to be the one installing it.
What It Means for Builders
For developers, marketers, and startup founders, this is your early signal: Meta is gearing up to ship commercial grade AI infrastructure… tools you’ll be able to plug into directly.
If you’ve already worked with Meta’s open source LLaMA models or AI generated ads, expect a much more integrated toolset. New SDKs, dev kits, and platform APIs will likely emerge fast. And if you’re focused on consumer engagement, watch for a surge in AR and AI native ad tools. Meta is building the rails for how AI will flow through the entire attention economy.