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Here's how things play out: Zuck gets some idea, he's surrounded by a bunch of yes men who say "yes, this will definitely change the world", then it turns into this optics game of kissing the ring. You ask yourself "how could they blow 80B on the Metaverse like that", this is how. DON'T JOIN META, no matter how fast the recruiters reply to your messages. No matter how cool the work sounds (the managers lie in team matching). There's a reason why the average tenure is <2 years. It's a toxic and fear based culture. You join, the people around you are already thinking how to scapegoat you. People gatekeep actual work and save it for political favorites and everyone else on the outside is stuck cooking up bullshit projects. If you do manage to find work on your own, people will immediately start scheming to steal it |
But looking at the track record there's a very concerning lack of execution around critical strategic objectives. Take metaverse - I know most people laugh at it because they think it was a bad idea to start with. I push that aside and look at the execution. They poured a startling amount of money into it, and the end result - technically - sucks. This is not good execution of a bad idea. This is incompetent execution of an untested idea. After 5 years of huge investment the characters in Horizon Worlds still look like cartoons. All the advertised features of hyper-realistic worlds, generative world building etc failed to materialise. They made a face saving pivot to mobile where they claim it is successful but I literally never heard of anyone using it. I think it will be entirely synthetic traffic driven from their existing properties.
Then you can look at AI. You can say the jury is still out on their AI reboot, but it has been out a long time now, and it seems like at best they are just grading into being at par with leading AI labs. But I think that's being generous because so little has been released. What is certain is they went from a leading position right up to 2022-2023 to falling completely off the radar. Despite still holding the undisputed leading AI framework in PyTorch.
I have to conclude there's a genuine culture and execution problem that probably centers on the fact that Zuck is simply not a good people manager. And his relationship with the next level down (Andrew Bosworth etc) is such that he doesn't enable them to be either. And this all permeates through to an organization that delivers at a fraction of what it should given the resources it is expending.