A 44-minute call and a memo: How Alexandr Wang won Mark Zuckerberg’s trust—and a $100 billion-plus AI bet

Mark Zuckerberg once poured tens of billions of dollars into a metaverse that few people wanted to live in. Now he’s spending even more on Muse, Meta’s personal AI agent—the kind of assistant that, in Zuckerberg’s case, coaches his MMA form between rounds and, in Alexandr Wang’s, hunts down obscure loose-leaf teas from farms in Taiwan and Japan.

A 44-minute call and a memo: How Alexandr Wang won Mark Zuckerberg’s trust—and a $100 billion-plus AI bet

TL;DR

  • Mark Zuckerberg is heavily investing in Meta's personal AI agent, Muse, moving away from previous metaverse investments.
  • Alexandr Wang, cofounder of Scale AI, now leads Meta Superintelligence Labs, focusing on developing advanced AI agents like Muse.
  • Meta's capital expenditures are projected to nearly double, signaling a significant financial commitment to AI development.
  • Wang's partnership with Zuckerberg began after a 44-minute call and a detailed memo outlining a strategy focused on talent density and starting anew.
  • Zuckerberg views Wang as a highly capable entrepreneur, despite Wang's lack of prior frontier model training experience.
  • A "supernova" recruiting push brought together an elite team, including poaching researchers from rivals and a significant investment in Scale AI.
  • Muse Wonder, the latest model, is considered state-of-the-art for agent tasks, though independent evaluations show it on par with competitors but slightly behind the leader.
  • Wang highlights Zuckerberg's ability to quickly pivot and commit resources once he internalizes a belief.