Meta's strategic major shift: Zuckerberg personally oversees AI projects, a $600 billion bet on a new track

【Blockbeat】On December 10th, there were leaks suggesting that Meta has been making big moves recently. They invested hundreds of billions of dollars to assemble the most expensive R&D team in tech history. Mark Zuckerberg is now mostly immersed in the laboratory, personally overseeing an AI project that can generate direct revenue.

It is reported that they have an internal model codenamed “Avocado,” which is scheduled to go live in spring 2026. Interestingly, this time they might not open source it—Meta plans to firmly retain control and sell access rights. This move is a 180-degree turn for them, as they have always promoted open-source principles.

Zuckerberg has devoted most of his energy to a core team called TBD Lab. This team is quite aggressive when training Avocado, directly using Google’s Gemma, OpenAI’s tools, and even Alibaba’s Qwen. It seems they are determined to create something different.

In terms of resource allocation, Meta is also undergoing a major reshuffle. Budgets for the metaverse and VR sectors have been significantly cut, with funds shifted toward hardware products like AI glasses. Even more aggressively, they announced that they will invest $600 billion in AI infrastructure in the United States over the next three years. This posture indicates they are going all-in on artificial intelligence.