Meta: An AI Management Issue Maybe?
December 17, 2025
Another dinobaby post. No AI unless it is an image. This dinobaby is not Grandma Moses, just Grandpa Arnold.
I really try not to think about Facebook, Mr. Zuckerberg, his yachts, and Llamas. I mean the large language model, not the creatures I associate with Peru. (I have been there, and I did not encounter any reptilian snakes. Cuy chactado, si. Vibora, no.)
I read in the pay-walled orange newspaper online “Inside Mark Zuckerberg’s Turbulent Bet on AI.” Hmm. Turbulent. I was thinking about synonyms I would have suggested; for example, unjustifiable, really big, wild and crazy, and a couple of others. I am not a real journalist so I will happily accept turbulent. The word means, however, “relating to or denoting flow of a fluid in which the velocity at any point fluctuates irregularly and there is continual mixing rather than a steady or laminar flow pattern” according to the Google’s opaque system. I think the idea is that Meta is operating in a chaotic way. What about “juiced running fast and breaking things”? Yep. Chaos, a modern management method that is supposed to just work.
A young executive with oodles of money hears an older person, probably a blue chip consultant, asking one of those probing questions about a top dog’s management method. Will this top dog listen or just fume and keep doing what worked for more than a decade? Thanks, Qwen. Good enough.
What does the write up present? Please, sign up for the FT and read the original article. I want to highlight two snippets.
The first is:
Investors are also increasingly skittish. Meta’s 2025 capital expenditures are expected to hit at least $70bn, up from $39bn the previous year, and the company has started undertaking complex financial maneuverings to help pay for the cost of new data centers and chips, tapping corporate bond markets and private creditors.
Not RIFed employees, not users, not advertisers, and not government regulators. The FT focuses on investors who are skittish. The point is that when investors get skittish, an already unsettled condition is sufficiently significant to increase anxiety. Investors do not want to be anxious. Has Mr. Zuckerberg mismanaged the investors that help keep his massive investments in to be technology chugging along. First, there was the metaverse. That may arrive in some form, but for Meta I perceive it as a dumpster fire for cash.
Now investors are anxious and the care and feeding of these entities is more important. The fact that the investors are anxious suggests that Mr. Zuckerberg has not managed this important category of professionals in a way that calms them down. I don’t think the FT’s article will do much to alleviate their concern.
The second snippet is:
But the [Meta] model performed worse than those by rivals such as OpenAI and Google on jobs including coding tasks and complex problem solving.
This suggests to me that Mr. Zuckerberg did not manage the process in an optimal way. Some wizards left for greener pastures. Others just groused about management methods. Regardless of the signals one receives about Meta, the message I receive is that management itself is the disruptive factor. Mismanagement is, I think, part of the method at Meta.
Several observations:
- Meta like the other AI outfits with money to toss in the smart software dumpster fire are in the midst of realizing “if we think it, it will become reality” is not working. Meta’s spinning off chunks of flaming money bundles and some staff don’t want to get burned.
- Meta is a technology follower, and it may have been aced by its message and social media competitor Telegram. If Telegram’s approach is workable, Meta may be behind another AI eight ball.
- Mr. Zuckerberg is a wonder of American business. He began as a boy wonder. Now as an adult wonder, the question is, “Why are investors wondering about his current wonder-fulness?”
Net net: Meta faces a management challenge. The AI tech is embedded in that. Some of its competitors lack management finesse, but some of them are plugging along and not yet finding their companies presented in the Financial Times as outfits making “increasingly skittish.” Perhaps in the future, but right now, the laser focus of the Financial Times is on Meta. The company is an easy target in my opinion.
Stephen E Arnold, December 17, 2025
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