
2023年11月,約100名賓客在美國(guó)猶他州風(fēng)景如畫(huà)的瓦薩奇山脈中測(cè)量頭圍,、試戴定制的毛氈牛仔帽,,他們有充分的理由感到與眾不同。這群AI公司高管,、風(fēng)險(xiǎn)投資家,、政府官員和政策界人士都經(jīng)過(guò)精心挑選,前來(lái)參加一場(chǎng)為期三天的秘密閉門(mén)會(huì)議,,主題聚焦AI對(duì)國(guó)家安全的影響,。
主持這場(chǎng)會(huì)議的是數(shù)據(jù)標(biāo)注AI初創(chuàng)公司Scale的年輕首席執(zhí)行官汪滔(Alexandr Wang)。當(dāng)時(shí)他的公司成立僅八年,,估值已達(dá)130億美元,。但與Scale的長(zhǎng)期天使投資人納特·弗里德曼在蒙太奇鹿谷度假村(Montage Deer Valley)共同舉辦的此次活動(dòng),顯然意在昭示汪滔的地位遠(yuǎn)非硅谷新晉神童那么簡(jiǎn)單,。年僅26歲的汪滔與白發(fā)蒼蒼的五角大樓高層們坐在一起,,就AI軍備競(jìng)賽等重大議題侃侃而談。
一位與會(huì)者回憶汪滔是一位口才出眾的主持人,,但帶有推銷目的,。他對(duì)《財(cái)富》雜志表示:“我的印象是,這有點(diǎn)像一場(chǎng)推銷活動(dòng),,意在向他的投資者和政府客戶炫耀他擁有極佳的人脈網(wǎng)絡(luò),。”另一位與會(huì)者稱汪滔是位“慷慨”的東道主,,但補(bǔ)充說(shuō)他對(duì)其“戲劇性的鷹派姿態(tài)”感到不安,。他描述汪滔“相當(dāng)明顯地試圖討好國(guó)家安全機(jī)構(gòu)”。
在與會(huì)者從猶他州返程途中,,發(fā)生了一件出人意料,、極具戲劇性的后續(xù)事件:會(huì)議結(jié)束后的第二天,,OpenAI首席執(zhí)行官山姆·奧爾特曼突遭解雇。48小時(shí)內(nèi),,隨著OpenAI非營(yíng)利性董事會(huì)上出現(xiàn)混亂,,汪滔和弗里德曼都曾被低調(diào)接觸,詢問(wèn)他們是否愿意出任臨時(shí)首席執(zhí)行官,。兩人均婉拒了邀請(qǐng),。
然而,彼時(shí)情況已很明朗:在華盛頓某些圈子中早已被稱為美國(guó)“AI智囊”的汪滔,,自2016年與郭如意共同創(chuàng)立Scale AI以來(lái),,已取得了長(zhǎng)足發(fā)展。當(dāng)時(shí)他年僅19歲,,剛從麻省理工學(xué)院(MIT)輟學(xué),,正在創(chuàng)建一家服務(wù)于自動(dòng)駕駛汽車的數(shù)據(jù)標(biāo)注初創(chuàng)公司(旨在幫助AI系統(tǒng)學(xué)會(huì)區(qū)分,例如,,一個(gè)飄飛的塑料袋和一名行人),。
短短幾年間,他就將Scale打造成了一家生成式AI巨頭——首先是雇傭了數(shù)萬(wàn)名員工,,手動(dòng)篩選和標(biāo)注海量數(shù)據(jù)集以幫助訓(xùn)練AI模型,;繼而通過(guò)強(qiáng)化學(xué)習(xí)等技術(shù),為OpenAI,、SAP和豐田(Toyota)等公司運(yùn)行模型評(píng)估和進(jìn)行系統(tǒng)微調(diào),。2021年,年僅24歲的他在一輪融資后短暫成為全球最年輕的白手起家的億萬(wàn)富翁,,該輪融資使公司估值超過(guò)70億美元,。
但本月有消息稱,汪滔將加入Meta,,成為新“超級(jí)智能”團(tuán)隊(duì)一員,,直接向馬克·扎克伯格匯報(bào),且這屬于一筆價(jià)值143億美元的人才并購(gòu)交易的一部分,。消息傳出后,,行業(yè)觀察家們深感震驚。
這筆交易對(duì)Scale的估值高達(dá)290億美元,,據(jù)報(bào)道汪滔的個(gè)人持股價(jià)值約50億美元,是Meta有史以來(lái)最大規(guī)模的外部投資,。對(duì)Meta而言,,該筆交易的風(fēng)險(xiǎn)更高,因?yàn)樵摴镜臉I(yè)務(wù)正在向快速發(fā)展的AI時(shí)代轉(zhuǎn)型,,并與谷歌(Google),、OpenAI等巨頭競(jìng)相開(kāi)發(fā)全能的通用人工智能和“超級(jí)智能”能力,。扎克伯格似乎在汪滔身上,以及在Meta所收購(gòu)的Scale公司49%的股份中,,看到了一件秘密武器,。甚至有傳言稱汪滔可能被擢升為Meta整個(gè)AI業(yè)務(wù)的負(fù)責(zé)人——這些傳言更添困惑:一位業(yè)務(wù)更依賴人工標(biāo)注而非大語(yǔ)言模型的年輕企業(yè)家,如何融入Meta追求AI霸權(quán)的征程,?
《財(cái)富》雜志采訪了十多位與汪滔關(guān)系密切的人士,,包括Scale現(xiàn)任和前任員工、投資者,、熟人和競(jìng)爭(zhēng)對(duì)手,,以追溯這位28歲的麻省理工學(xué)院輟學(xué)者如何打造了一家公司,使其成為AI熱潮中最豐厚交易之一的核心,,并理解Meta為何在其身上下如此重注,。Meta拒絕置評(píng),并拒絕安排汪滔接受采訪,。
一位Scale前經(jīng)理表示:“汪滔是個(gè)了不起的招聘者,,一位非常精明的商人。誰(shuí)知道這個(gè)計(jì)劃會(huì)不會(huì)成功,?也許他能打造出一支更優(yōu)秀的AI團(tuán)隊(duì),,使其變得更強(qiáng)大,也許他會(huì)失敗,,但你總要押注某個(gè)人來(lái)做這件事,。世界上可能只有少數(shù)幾個(gè)人值得押注,我認(rèn)為他可能就是其中之一,?!?/p>

當(dāng)扎克伯格遇見(jiàn)汪滔
Meta與Scale的淵源可追溯至2019年,當(dāng)時(shí)這家社交媒體公司開(kāi)始將Scale用作其AI項(xiàng)目的數(shù)據(jù)提供商,。2024年,,Scale在F輪融資中籌集到10億美元,Meta是投資者之一,,搶購(gòu)了這家初創(chuàng)公司的50萬(wàn)股股票,。
據(jù)一位熟悉談判情況的消息人士透露,扎克伯格和汪滔從今年四月開(kāi)始花更多時(shí)間相處,。當(dāng)時(shí)扎克伯格主動(dòng)聯(lián)系汪滔,,表達(dá)了希望更緊密合作的意愿。作為Meta的首席執(zhí)行官,扎克伯格也曾擁有“全球最年輕白手起家億萬(wàn)富翁”的頭銜,。他開(kāi)始邀請(qǐng)汪滔到他位于太浩湖和帕洛阿爾托的家中私下會(huì)晤,,汪滔的見(jiàn)解很快得到了扎克伯格的信任。據(jù)The Information報(bào)道,,顧問(wèn)們表示,,扎克伯格有時(shí)會(huì)在與他們交談時(shí)引用汪滔的觀點(diǎn)。
兩位首席執(zhí)行官之間密切交流時(shí),,恰逢扎克伯格對(duì)Meta在追趕OpenAI,、Anthropic和Google DeepMind等競(jìng)爭(zhēng)對(duì)手AI實(shí)驗(yàn)室方面所面臨的困境日益感到沮喪。Meta成功創(chuàng)建了名為L(zhǎng)lama的一系列成功開(kāi)源AI模型,,但似乎始終無(wú)法長(zhǎng)期保持領(lǐng)先地位,。OpenAI、Anthropic和Google DeepMind總會(huì)不可避免地憑借其AI模型吸引AI開(kāi)發(fā)者更多的關(guān)注和心智份額,,從而超越Meta,。
隨著2025年4月Llama 4的發(fā)布,Meta的低迷演變成了危機(jī),。有關(guān)其可能夸大性能指標(biāo),、倉(cāng)促發(fā)布、缺乏透明度等指控,,以及Meta未能跟上中國(guó)的深度探索(DeepSeek)等開(kāi)源AI競(jìng)爭(zhēng)對(duì)手步伐的跡象,,導(dǎo)致業(yè)內(nèi)許多人宣稱Meta的最新AI模型是個(gè)失敗之作。(Meta稱有關(guān)其操控性能指標(biāo)的說(shuō)法“完全不屬實(shí)”,,并將Llama 4發(fā)布時(shí)“表現(xiàn)參差不齊”的報(bào)道歸因于早期漏洞),。

為重獲優(yōu)勢(shì),,Meta已積極行動(dòng)起來(lái),大力招攬AI人才并調(diào)整其戰(zhàn)略,。本周有新聞報(bào)道稱,,Meta近期就收購(gòu)AI公司Perplexity和初創(chuàng)公司Safe Superintelligence進(jìn)行了談判。后者由OpenAI前首席科學(xué)家伊利亞·蘇茨克維創(chuàng)立,。據(jù)一位熟悉內(nèi)情的消息人士透露,,Meta目前正洽談收購(gòu)由Scale投資人弗里德曼和Safe Superintelligence高管丹尼爾·格羅斯管理的AI風(fēng)險(xiǎn)投資基金。與Scale的談判似乎與Meta的許多其他洽談同步進(jìn)行,。
據(jù)熟悉談判情況的消息人士稱,,汪滔起初拒絕了扎克伯格邀請(qǐng)他加入Meta的提議,并表示如果要他離開(kāi)自己的初創(chuàng)公司,,任何交易都必須能為Scale的投資者帶來(lái)立竿見(jiàn)影(且物有所值)的回報(bào),。整個(gè)五月,兩位CEO進(jìn)行了斷斷續(xù)續(xù)的討論,方案從Meta提議向Scale投資50億美元換取無(wú)投票權(quán)股份,,最終演變?yōu)镸eta投資143億美元收購(gòu)Scale 49%的無(wú)投票權(quán)但未來(lái)可轉(zhuǎn)換的股份。(該交易還包含一項(xiàng)毒丸條款:若汪滔離開(kāi)Meta,,股份將按1.5倍的比例轉(zhuǎn)換,,造成額外稀釋,以此激勵(lì)汪滔對(duì)Meta做出長(zhǎng)期承諾,。)
一些與汪滔關(guān)系密切的人士表示,,他與扎克伯格達(dá)成的這筆交易表明了他對(duì)投資者和員工的負(fù)責(zé)態(tài)度,而非為了一己私利獲利退出而拋棄他們,。(注:汪滔的英文姓名"Alexandr"拼寫(xiě)中特意省略了第二個(gè)"e",,使其成為八個(gè)字符,,在中華文化中與好運(yùn)相關(guān)聯(lián),。)盡管如此,汪滔將離開(kāi)的消息對(duì)許多與Scale和他本人相關(guān)的人來(lái)說(shuō)仍是一個(gè)巨大的意外,。
上個(gè)月離開(kāi)公司的Scale AI前經(jīng)理表示:“這令人非常震驚,。我從未想過(guò)汪滔會(huì)離開(kāi)Scale,尤其是在我們剛宣布以250億美元估值進(jìn)行股權(quán)要約收購(gòu)之后,。這一切發(fā)生得太快了,。”
針對(duì)《財(cái)富》雜志的置評(píng)請(qǐng)求,,Scale方面援引了新任首席執(zhí)行官杰森·德羅格的一篇博客文章作為回應(yīng),。這篇文章申明公司將繼續(xù)保持獨(dú)立,承諾不偏袒任何特定AI模型,,并暗示即將發(fā)布公告,。
時(shí)機(jī)完美的戰(zhàn)略轉(zhuǎn)型,鑄就成功之路
交易公開(kāi)宣布后,,汪滔在公司位于舊金山市場(chǎng)南的辦公室向Scale員工發(fā)表了講話。當(dāng)他沿著蜿蜒的樓梯走到辦公樓的中庭時(shí),,員工們起立鼓掌,。他向員工們講述自己在Scale的歲月以及大學(xué)一年級(jí)時(shí)創(chuàng)辦公司的經(jīng)歷,,期間數(shù)度哽咽。
汪滔的思緒或許飄回了更遙遠(yuǎn)的童年,。作為移民之子,他的父母是新墨西哥州洛斯阿拉莫斯國(guó)家實(shí)驗(yàn)室(Los Alamos National Laboratory)的核物理學(xué)家。該實(shí)驗(yàn)室由J·羅伯特·奧本海默領(lǐng)導(dǎo),,曾是研發(fā)首批原子彈的絕密基地。
他在去年接受《財(cái)富》雜志采訪時(shí)表示:“在我的家鄉(xiāng),,基本上每個(gè)人的父母都在為國(guó)家實(shí)驗(yàn)室工作,。我周圍的每個(gè)成年人都是科學(xué)家,他們都曾宣誓運(yùn)用自己的科學(xué)能力和力量來(lái)發(fā)展技術(shù),,以確保美國(guó)的長(zhǎng)久安全,。”
Y Combinator的團(tuán)隊(duì)合伙人賈里德·弗里德曼表示,,這種成長(zhǎng)環(huán)境為汪滔將Scale打造成一家成功企業(yè)提供了模板。弗里德曼表示:“他組建了一支人才密度極高的團(tuán)隊(duì),,營(yíng)造了一種濃厚的文化氛圍,,成員與他相似——都是數(shù)學(xué)和計(jì)算機(jī)科學(xué)(CS)領(lǐng)域的頂尖學(xué)生?!?/p>

汪滔在高中時(shí)就參加過(guò)全國(guó)數(shù)學(xué)競(jìng)賽,,在麻省理工學(xué)院就讀一年后便輟學(xué),,聯(lián)手問(wèn)答網(wǎng)站Quora的產(chǎn)品設(shè)計(jì)師郭如意開(kāi)始追逐創(chuàng)業(yè)夢(mèng)。郭如意本人也曾從卡內(nèi)基梅隆大學(xué)(Carnegie Mellon)輟學(xué),,去追求泰爾獎(jiǎng)學(xué)金(Thiel Fellowship),,并曾是Snap公司的首位女性設(shè)計(jì)師。兩人最初計(jì)劃為醫(yī)生禮賓服務(wù)開(kāi)發(fā)技術(shù),,但在2016年夏季加入初創(chuàng)企業(yè)加速器Y Combinator后,,他們最終將方向轉(zhuǎn)向了數(shù)據(jù)標(biāo)注。
弗里德曼回憶道:“他們最初的想法與后來(lái)的創(chuàng)業(yè)項(xiàng)目截然不同,,第一個(gè)夏天的大部分時(shí)間都花在弄清楚要做什么產(chǎn)品上”,。弗里德曼在2016年擔(dān)任汪滔和郭如意在Y Combinator的合作伙伴。
在轉(zhuǎn)向數(shù)據(jù)標(biāo)注后,,Scale便在迅速擴(kuò)張且資金雄厚的自動(dòng)駕駛汽車初創(chuàng)企業(yè)群體中找到了完美的客戶基礎(chǔ),。
一位于2022年離職的早期員工表示,汪滔身體力行地踐行著公司“雄心塑造現(xiàn)實(shí)”的信條,?!巴籼媳救藭?huì)在需要時(shí)深度參與客戶對(duì)接,包括深入鉆研技術(shù)挑戰(zhàn),,以及協(xié)助在業(yè)務(wù)層面與高層建立人脈,、進(jìn)行談判,,以幫助我們贏得客戶和新業(yè)務(wù)?!?/p>
另一位消息人士(即Scale前經(jīng)理)描述了在每天長(zhǎng)達(dá)兩小時(shí)的會(huì)議上,,“我們會(huì)逐一審查每一個(gè)客戶賬戶?!边@位知情人士稱,,這種慣例并非人人喜歡,“但說(shuō)實(shí)話,,現(xiàn)在回想起來(lái),這迫使每個(gè)人都變得非常嚴(yán)謹(jǐn),?!?/p>
隨著公司的發(fā)展,兩位聯(lián)合創(chuàng)始人之間的緊張關(guān)系很快浮出水面,。郭如意招募了汪滔,,而且她是公司最初的首席執(zhí)行官。但據(jù)一位熟悉內(nèi)情的消息人士稱,,兩位創(chuàng)始人無(wú)法和睦相處,,對(duì)彼此應(yīng)如何履行職責(zé)的問(wèn)題上發(fā)生沖突。根據(jù)此人的說(shuō)法,,董事會(huì)站在了汪滔一邊,,他成為首席執(zhí)行官,而郭如意于2018年離開(kāi)了公司,。郭如意對(duì)《財(cái)富》雜志表示,,在A輪融資后,汪滔提出由他擔(dān)任首席執(zhí)行官一職,,認(rèn)為“他更適合擔(dān)任一家API公司的門(mén)面”,,她同意這一建議。她在電子郵件中表示:“我不看重頭銜,,對(duì)交接沒(méi)有意見(jiàn),。”郭如意對(duì)《財(cái)富》雜志表示,,她從Meta的這筆交易中獲得了7.5億美元,,但未評(píng)論她與汪滔目前的關(guān)系狀況。
近年來(lái),,Scale因其勞工實(shí)踐而引發(fā)擔(dān)憂,。該公司在全球雇傭了估計(jì)數(shù)萬(wàn)名合同工,進(jìn)行人工數(shù)據(jù)標(biāo)注和圖像審核,。2024年,,美國(guó)勞工部對(duì)Scale對(duì)《公平勞動(dòng)標(biāo)準(zhǔn)法》(Fair Labor Standards Act)的遵守情況展開(kāi)調(diào)查,,特別是在薪酬公平和工人分類等方面,該調(diào)查于今年五月結(jié)束,。目前有兩起針對(duì)Scale的勞工訴訟正在進(jìn)行中,。代表勞工向該公司提起訴訟的克拉克森律師事務(wù)所(Clarkson Law Firm)合伙人格倫·達(dá)納斯估計(jì),該公司的合同工數(shù)量可能約有60,000人,。
“他絕不只是個(gè)推銷員”
Meta與Scale這筆交易引人注目的一點(diǎn)在于,,汪滔一直強(qiáng)調(diào)自己并非研究員,Scale AI也并非在構(gòu)建AI模型,。相反,,它的目標(biāo)是為整個(gè)生成式AI生態(tài)系統(tǒng)提供用于訓(xùn)練模型的高質(zhì)量數(shù)據(jù)。
汪滔去年對(duì)《財(cái)富》雜志表示:“我們并沒(méi)有在開(kāi)發(fā)領(lǐng)先的大語(yǔ)言模型,,而是在服務(wù)于整個(gè)生態(tài)系統(tǒng),。幾乎所有主流大語(yǔ)言模型都是基于我們的數(shù)據(jù)工場(chǎng)構(gòu)建?!?/p>
Scale在與客戶合作時(shí)也秉持中立立場(chǎng),。它曾于2019年與OpenAI團(tuán)隊(duì)(該團(tuán)隊(duì)后來(lái)成立了Anthropic)合作,進(jìn)行了最早的基于人類反饋的強(qiáng)化學(xué)習(xí)(RLHF)實(shí)驗(yàn)之一,。Scale繼續(xù)與這兩家AI初創(chuàng)公司保持合作,。汪滔表示:“我們?cè)谡麄€(gè)生態(tài)系統(tǒng)中保持中立,并且能夠與AI生態(tài)棧中所有相關(guān)公司建立非常牢固的關(guān)系,?!?/p>
Scale曾表示將繼續(xù)作為獨(dú)立公司運(yùn)營(yíng)(由汪滔擔(dān)任董事長(zhǎng)),服務(wù)其他客戶,。據(jù)熟悉談判情況的消息人士稱,,根據(jù)交易條款,Meta在未來(lái)五年內(nèi)每年將至少花費(fèi)5億美元購(gòu)買Scale的數(shù)據(jù),。但如今,,中立性的形象似乎已蕩然無(wú)存。交易宣布后,,有媒體報(bào)道稱谷歌和OpenAI都計(jì)劃終止與Scale的合作關(guān)系,。一些行業(yè)觀察家推測(cè),Meta的真實(shí)戰(zhàn)略始終是進(jìn)行一場(chǎng)數(shù)據(jù)圈地運(yùn)動(dòng),,旨在確保獲取構(gòu)建AI模型的關(guān)鍵要素之一的主要來(lái)源——并剝奪他人獲取這些要素的機(jī)會(huì),。
但《財(cái)富》雜志接觸的幾位業(yè)內(nèi)人士對(duì)此說(shuō)法表示懷疑。Scale AI的競(jìng)爭(zhēng)對(duì)手Appen的首席執(zhí)行官瑞安·科恩表示,,他不認(rèn)為Meta/Scale交易是為了整合數(shù)據(jù)供應(yīng)商或讓尋求數(shù)據(jù)的競(jìng)爭(zhēng)對(duì)手陷入困境,。他表示,這么做存在風(fēng)險(xiǎn),,因?yàn)閾碛胁煌瑢iL(zhǎng)和專業(yè)知識(shí)的數(shù)據(jù)供應(yīng)商所帶來(lái)的數(shù)據(jù)多樣性具有巨大益處,。
那么,,扎克伯格豪擲143億美元,真正要獲取的關(guān)鍵之物是什么,?
幾位與兩家公司關(guān)系密切的消息人士表示,,他們聽(tīng)說(shuō)Meta正在考慮由汪滔擔(dān)任整個(gè)AI部門(mén)的潛在領(lǐng)導(dǎo)者。這個(gè)職位的權(quán)限遠(yuǎn)遠(yuǎn)高于“超級(jí)智能”團(tuán)隊(duì)(有媒體報(bào)道稱該團(tuán)隊(duì)將由50人組成,,并由汪滔領(lǐng)導(dǎo)),。
Meta前工程負(fù)責(zé)人埃里克·梅耶爾表示,如果任命汪滔為整個(gè)Meta的“首席AI官”,,他不會(huì)感到意外,。他表示:“把所有(AI)事務(wù)整合到一個(gè)部門(mén)是合理的。事實(shí)上,,如果馬克(扎克伯格)投入如此巨資后,,卻不進(jìn)行徹底重組整合所有AI業(yè)務(wù),我反而會(huì)感到意外,。”
Meta龐大的AI版圖包括以產(chǎn)品為中心的生成式AI團(tuán)隊(duì),、專注于進(jìn)一步開(kāi)發(fā)Llama的通用人工智能基礎(chǔ)部門(mén),,以及由“AI教父”楊立昆創(chuàng)立并仍擔(dān)任Meta首席科學(xué)家的FAIR(基礎(chǔ)AI研究)部門(mén)。此外,,該公司還有一個(gè)獨(dú)立的商業(yè)AI產(chǎn)品團(tuán)隊(duì),,由前賽富時(shí)(Salesforce)AI負(fù)責(zé)人史宗瑋領(lǐng)導(dǎo)。

話雖如此,由于汪滔并非計(jì)算機(jī)科學(xué)家出身,,選擇他擔(dān)任最高職位將是一個(gè)打破常規(guī)的決定,。在Meta工作的博士及其他AI研究人員是否會(huì)接受汪滔作為他們的領(lǐng)導(dǎo)者,這是一個(gè)巨大的未知數(shù),。一位現(xiàn)任Meta AI研究員直截了當(dāng)?shù)乇硎荆骸安豢赡?。”這位Meta研究員表示,,汪滔是個(gè)商人,,在AI模型方面沒(méi)有深厚的資歷。一位曾在Meta FAIR團(tuán)隊(duì)工作過(guò)的前Meta AI研究員也認(rèn)同此觀點(diǎn):“他不會(huì)輕易被大家所接受,?!?/p>
扎克伯格很可能注意到這一警告,因?yàn)镸eta的研究實(shí)驗(yàn)室已經(jīng)出現(xiàn)人才流失——Llama最初的14位開(kāi)發(fā)人員中已有11人離職加入競(jìng)爭(zhēng)對(duì)手,。另一方面,,汪滔的支持者指出,,盡管他不是計(jì)算機(jī)科學(xué)家,但他完全有能力抓住AI技術(shù)的細(xì)節(jié),。
那位前Scale經(jīng)理表示:“我們有時(shí)忘記了他擁有強(qiáng)大的技術(shù)能力,。他絕不只是個(gè)推銷員。他在這方面非常出色,,但他絕不僅是個(gè)推銷員,。”
完成難以預(yù)測(cè)的平臺(tái)變革
年?duì)I收超過(guò)1,640億美元的Meta深知,,要想實(shí)質(zhì)性推動(dòng)其業(yè)務(wù)發(fā)展,,必須依靠真正獨(dú)特的東西。而扎克伯格重金招攬汪滔和Scale公司,,其押注的很可能是一種超越任何簡(jiǎn)單類別的真正價(jià)值,。
一位與汪滔關(guān)系密切的消息人士對(duì)《財(cái)富》雜志表示,外界的驚訝和困惑源于汪滔不符合典型的科技界人物模板,。他表示:“硅谷擅長(zhǎng)給人貼標(biāo)簽,,他們喜歡說(shuō),這個(gè)人是技術(shù)型的,,那個(gè)人是商業(yè)型的,,汪滔是真正獨(dú)一無(wú)二的人?!痹谛袠I(yè)格局變化之際,,這種特質(zhì)尤為寶貴。

如果AI真如某些人所預(yù)期的那樣具有顛覆性,,其影響將遠(yuǎn)超以往任何撼動(dòng)科技行業(yè)的平臺(tái)變革,帶來(lái)難以預(yù)測(cè)的風(fēng)險(xiǎn)與機(jī)遇,。AI的出現(xiàn),,已經(jīng)開(kāi)始讓硅谷公司曾基本被拒之門(mén)外的龐大軍事合同市場(chǎng)出現(xiàn)松動(dòng)。Meta正與無(wú)人機(jī)制造商Anduril建立聯(lián)系,,而OpenAI等競(jìng)爭(zhēng)對(duì)手也在敲定各自的國(guó)防安全合同,。
一位前國(guó)防部官員表示:“我深切感受到,Meta正在積極探索,,期望在美國(guó)國(guó)家安全領(lǐng)域扮演重要的領(lǐng)導(dǎo)角色,,甚至該公司在這方面的積極性領(lǐng)先于其他競(jìng)爭(zhēng)對(duì)手?!?/p>
正如汪滔在2023年猶他州會(huì)議上的表現(xiàn)所展示的那樣,,Meta的這項(xiàng)新投資在該領(lǐng)域定位精準(zhǔn),。同樣引人注目的是,特朗普政府的科技政策辦公室主任兼總統(tǒng)科學(xué)顧問(wèn)邁克爾·克拉齊奧斯,,曾在特朗普兩屆任期之間任職于Scale公司,。
這位前國(guó)防部官員如此評(píng)價(jià)汪滔:“他一直非常聰明且極其機(jī)智。他似乎投身于許多人都有些反感的領(lǐng)域,,即參與華盛頓的政治活動(dòng),。我認(rèn)為無(wú)論是從代際還是個(gè)性或其他方面來(lái)看,汪滔確實(shí)明白這樣做的必要性——他似乎擁有一種真正的第六感,?!?/p>
然而,盡管Meta可以動(dòng)用在華盛頓特區(qū)能獲得的一切幫助(一位華盛頓內(nèi)部人士說(shuō)道:“華盛頓特區(qū)最熱衷憎恨的人莫過(guò)于扎克伯格了,;這對(duì)某些人來(lái)說(shuō)算是一種消遣,。”),,但汪滔若想與扎克伯格的合作取得成功,,最終需要的貢獻(xiàn)遠(yuǎn)不止于游說(shuō)服務(wù)。在汪滔的支持者(包括一位認(rèn)識(shí)他約十年的消息人士)看來(lái),,他的多面手特質(zhì)將助力Meta打開(kāi)局面,,應(yīng)對(duì)未來(lái)的任何挑戰(zhàn):“在任何一個(gè)問(wèn)題上,他都是我見(jiàn)過(guò)最擅長(zhǎng)在關(guān)鍵接觸點(diǎn)上解決問(wèn)題的人,。”
從更長(zhǎng)遠(yuǎn)的角度看,,此人呼應(yīng)了一種普遍看法,,即汪滔的征程才剛剛開(kāi)始。這位消息人士表示:“汪滔可能會(huì)再創(chuàng)辦一家公司,,或者創(chuàng)辦一批公司,。假以時(shí)日,他有機(jī)會(huì)在未來(lái)30年成為硅谷最高層級(jí)的領(lǐng)軍人物之一,?!?(財(cái)富中文網(wǎng))
譯者:劉進(jìn)龍
審校:汪皓
2023年11月,約100名賓客在美國(guó)猶他州風(fēng)景如畫(huà)的瓦薩奇山脈中測(cè)量頭圍,、試戴定制的毛氈牛仔帽,,他們有充分的理由感到與眾不同。這群AI公司高管,、風(fēng)險(xiǎn)投資家,、政府官員和政策界人士都經(jīng)過(guò)精心挑選,前來(lái)參加一場(chǎng)為期三天的秘密閉門(mén)會(huì)議,,主題聚焦AI對(duì)國(guó)家安全的影響,。
主持這場(chǎng)會(huì)議的是數(shù)據(jù)標(biāo)注AI初創(chuàng)公司Scale的年輕首席執(zhí)行官汪滔(Alexandr Wang),。當(dāng)時(shí)他的公司成立僅八年,估值已達(dá)130億美元,。但與Scale的長(zhǎng)期天使投資人納特·弗里德曼在蒙太奇鹿谷度假村(Montage Deer Valley)共同舉辦的此次活動(dòng),,顯然意在昭示汪滔的地位遠(yuǎn)非硅谷新晉神童那么簡(jiǎn)單。年僅26歲的汪滔與白發(fā)蒼蒼的五角大樓高層們坐在一起,,就AI軍備競(jìng)賽等重大議題侃侃而談,。
一位與會(huì)者回憶汪滔是一位口才出眾的主持人,但帶有推銷目的,。他對(duì)《財(cái)富》雜志表示:“我的印象是,,這有點(diǎn)像一場(chǎng)推銷活動(dòng),意在向他的投資者和政府客戶炫耀他擁有極佳的人脈網(wǎng)絡(luò),?!绷硪晃慌c會(huì)者稱汪滔是位“慷慨”的東道主,但補(bǔ)充說(shuō)他對(duì)其“戲劇性的鷹派姿態(tài)”感到不安,。他描述汪滔“相當(dāng)明顯地試圖討好國(guó)家安全機(jī)構(gòu)”,。
在與會(huì)者從猶他州返程途中,發(fā)生了一件出人意料,、極具戲劇性的后續(xù)事件:會(huì)議結(jié)束后的第二天,,OpenAI首席執(zhí)行官山姆·奧爾特曼突遭解雇。48小時(shí)內(nèi),,隨著OpenAI非營(yíng)利性董事會(huì)上出現(xiàn)混亂,,汪滔和弗里德曼都曾被低調(diào)接觸,詢問(wèn)他們是否愿意出任臨時(shí)首席執(zhí)行官,。兩人均婉拒了邀請(qǐng),。
然而,彼時(shí)情況已很明朗:在華盛頓某些圈子中早已被稱為美國(guó)“AI智囊”的汪滔,,自2016年與郭如意共同創(chuàng)立Scale AI以來(lái),,已取得了長(zhǎng)足發(fā)展。當(dāng)時(shí)他年僅19歲,,剛從麻省理工學(xué)院(MIT)輟學(xué),,正在創(chuàng)建一家服務(wù)于自動(dòng)駕駛汽車的數(shù)據(jù)標(biāo)注初創(chuàng)公司(旨在幫助AI系統(tǒng)學(xué)會(huì)區(qū)分,例如,,一個(gè)飄飛的塑料袋和一名行人),。
短短幾年間,他就將Scale打造成了一家生成式AI巨頭——首先是雇傭了數(shù)萬(wàn)名員工,,手動(dòng)篩選和標(biāo)注海量數(shù)據(jù)集以幫助訓(xùn)練AI模型,;繼而通過(guò)強(qiáng)化學(xué)習(xí)等技術(shù),為OpenAI、SAP和豐田(Toyota)等公司運(yùn)行模型評(píng)估和進(jìn)行系統(tǒng)微調(diào),。2021年,,年僅24歲的他在一輪融資后短暫成為全球最年輕的白手起家的億萬(wàn)富翁,該輪融資使公司估值超過(guò)70億美元,。
但本月有消息稱,,汪滔將加入Meta,成為新“超級(jí)智能”團(tuán)隊(duì)一員,,直接向馬克·扎克伯格匯報(bào),,且這屬于一筆價(jià)值143億美元的人才并購(gòu)交易的一部分。消息傳出后,,行業(yè)觀察家們深感震驚,。
這筆交易對(duì)Scale的估值高達(dá)290億美元,據(jù)報(bào)道汪滔的個(gè)人持股價(jià)值約50億美元,,是Meta有史以來(lái)最大規(guī)模的外部投資,。對(duì)Meta而言,該筆交易的風(fēng)險(xiǎn)更高,,因?yàn)樵摴镜臉I(yè)務(wù)正在向快速發(fā)展的AI時(shí)代轉(zhuǎn)型,,并與谷歌(Google)、OpenAI等巨頭競(jìng)相開(kāi)發(fā)全能的通用人工智能和“超級(jí)智能”能力,。扎克伯格似乎在汪滔身上,,以及在Meta所收購(gòu)的Scale公司49%的股份中,看到了一件秘密武器,。甚至有傳言稱汪滔可能被擢升為Meta整個(gè)AI業(yè)務(wù)的負(fù)責(zé)人——這些傳言更添困惑:一位業(yè)務(wù)更依賴人工標(biāo)注而非大語(yǔ)言模型的年輕企業(yè)家,,如何融入Meta追求AI霸權(quán)的征程?
《財(cái)富》雜志采訪了十多位與汪滔關(guān)系密切的人士,,包括Scale現(xiàn)任和前任員工,、投資者、熟人和競(jìng)爭(zhēng)對(duì)手,,以追溯這位28歲的麻省理工學(xué)院輟學(xué)者如何打造了一家公司,,使其成為AI熱潮中最豐厚交易之一的核心,,并理解Meta為何在其身上下如此重注,。Meta拒絕置評(píng),并拒絕安排汪滔接受采訪,。
一位Scale前經(jīng)理表示:“汪滔是個(gè)了不起的招聘者,,一位非常精明的商人。誰(shuí)知道這個(gè)計(jì)劃會(huì)不會(huì)成功,?也許他能打造出一支更優(yōu)秀的AI團(tuán)隊(duì),,使其變得更強(qiáng)大,也許他會(huì)失敗,但你總要押注某個(gè)人來(lái)做這件事,。世界上可能只有少數(shù)幾個(gè)人值得押注,,我認(rèn)為他可能就是其中之一?!?/p>
當(dāng)扎克伯格遇見(jiàn)汪滔
Meta與Scale的淵源可追溯至2019年,,當(dāng)時(shí)這家社交媒體公司開(kāi)始將Scale用作其AI項(xiàng)目的數(shù)據(jù)提供商。2024年,,Scale在F輪融資中籌集到10億美元,,Meta是投資者之一,搶購(gòu)了這家初創(chuàng)公司的50萬(wàn)股股票,。
據(jù)一位熟悉談判情況的消息人士透露,,扎克伯格和汪滔從今年四月開(kāi)始花更多時(shí)間相處。當(dāng)時(shí)扎克伯格主動(dòng)聯(lián)系汪滔,,表達(dá)了希望更緊密合作的意愿,。作為Meta的首席執(zhí)行官,扎克伯格也曾擁有“全球最年輕白手起家億萬(wàn)富翁”的頭銜,。他開(kāi)始邀請(qǐng)汪滔到他位于太浩湖和帕洛阿爾托的家中私下會(huì)晤,,汪滔的見(jiàn)解很快得到了扎克伯格的信任。據(jù)The Information報(bào)道,,顧問(wèn)們表示,,扎克伯格有時(shí)會(huì)在與他們交談時(shí)引用汪滔的觀點(diǎn)。
兩位首席執(zhí)行官之間密切交流時(shí),,恰逢扎克伯格對(duì)Meta在追趕OpenAI,、Anthropic和Google DeepMind等競(jìng)爭(zhēng)對(duì)手AI實(shí)驗(yàn)室方面所面臨的困境日益感到沮喪。Meta成功創(chuàng)建了名為L(zhǎng)lama的一系列成功開(kāi)源AI模型,,但似乎始終無(wú)法長(zhǎng)期保持領(lǐng)先地位,。OpenAI、Anthropic和Google DeepMind總會(huì)不可避免地憑借其AI模型吸引AI開(kāi)發(fā)者更多的關(guān)注和心智份額,,從而超越Meta,。
隨著2025年4月Llama 4的發(fā)布,Meta的低迷演變成了危機(jī),。有關(guān)其可能夸大性能指標(biāo),、倉(cāng)促發(fā)布、缺乏透明度等指控,,以及Meta未能跟上中國(guó)的深度探索(DeepSeek)等開(kāi)源AI競(jìng)爭(zhēng)對(duì)手步伐的跡象,,導(dǎo)致業(yè)內(nèi)許多人宣稱Meta的最新AI模型是個(gè)失敗之作。(Meta稱有關(guān)其操控性能指標(biāo)的說(shuō)法“完全不屬實(shí)”,,并將Llama 4發(fā)布時(shí)“表現(xiàn)參差不齊”的報(bào)道歸因于早期漏洞),。
為重獲優(yōu)勢(shì),Meta已積極行動(dòng)起來(lái),大力招攬AI人才并調(diào)整其戰(zhàn)略,。本周有新聞報(bào)道稱,,Meta近期就收購(gòu)AI公司Perplexity和初創(chuàng)公司Safe Superintelligence進(jìn)行了談判。后者由OpenAI前首席科學(xué)家伊利亞·蘇茨克維創(chuàng)立,。據(jù)一位熟悉內(nèi)情的消息人士透露,,Meta目前正洽談收購(gòu)由Scale投資人弗里德曼和Safe Superintelligence高管丹尼爾·格羅斯管理的AI風(fēng)險(xiǎn)投資基金。與Scale的談判似乎與Meta的許多其他洽談同步進(jìn)行,。
據(jù)熟悉談判情況的消息人士稱,,汪滔起初拒絕了扎克伯格邀請(qǐng)他加入Meta的提議,并表示如果要他離開(kāi)自己的初創(chuàng)公司,,任何交易都必須能為Scale的投資者帶來(lái)立竿見(jiàn)影(且物有所值)的回報(bào),。整個(gè)五月,兩位CEO進(jìn)行了斷斷續(xù)續(xù)的討論,,方案從Meta提議向Scale投資50億美元換取無(wú)投票權(quán)股份,,最終演變?yōu)镸eta投資143億美元收購(gòu)Scale 49%的無(wú)投票權(quán)但未來(lái)可轉(zhuǎn)換的股份。(該交易還包含一項(xiàng)毒丸條款:若汪滔離開(kāi)Meta,,股份將按1.5倍的比例轉(zhuǎn)換,,造成額外稀釋,以此激勵(lì)汪滔對(duì)Meta做出長(zhǎng)期承諾,。)
一些與汪滔關(guān)系密切的人士表示,,他與扎克伯格達(dá)成的這筆交易表明了他對(duì)投資者和員工的負(fù)責(zé)態(tài)度,而非為了一己私利獲利退出而拋棄他們,。(注:汪滔的英文姓名"Alexandr"拼寫(xiě)中特意省略了第二個(gè)"e",,使其成為八個(gè)字符,在中華文化中與好運(yùn)相關(guān)聯(lián),。)盡管如此,,汪滔將離開(kāi)的消息對(duì)許多與Scale和他本人相關(guān)的人來(lái)說(shuō)仍是一個(gè)巨大的意外。
上個(gè)月離開(kāi)公司的Scale AI前經(jīng)理表示:“這令人非常震驚,。我從未想過(guò)汪滔會(huì)離開(kāi)Scale,,尤其是在我們剛宣布以250億美元估值進(jìn)行股權(quán)要約收購(gòu)之后。這一切發(fā)生得太快了,?!?
針對(duì)《財(cái)富》雜志的置評(píng)請(qǐng)求,Scale方面援引了新任首席執(zhí)行官杰森·德羅格的一篇博客文章作為回應(yīng),。這篇文章申明公司將繼續(xù)保持獨(dú)立,,承諾不偏袒任何特定AI模型,,并暗示即將發(fā)布公告,。
時(shí)機(jī)完美的戰(zhàn)略轉(zhuǎn)型,鑄就成功之路
交易公開(kāi)宣布后,汪滔在公司位于舊金山市場(chǎng)南的辦公室向Scale員工發(fā)表了講話,。當(dāng)他沿著蜿蜒的樓梯走到辦公樓的中庭時(shí),,員工們起立鼓掌。他向員工們講述自己在Scale的歲月以及大學(xué)一年級(jí)時(shí)創(chuàng)辦公司的經(jīng)歷,,期間數(shù)度哽咽,。
汪滔的思緒或許飄回了更遙遠(yuǎn)的童年。作為移民之子,,他的父母是新墨西哥州洛斯阿拉莫斯國(guó)家實(shí)驗(yàn)室(Los Alamos National Laboratory)的核物理學(xué)家,。該實(shí)驗(yàn)室由J·羅伯特·奧本海默領(lǐng)導(dǎo),曾是研發(fā)首批原子彈的絕密基地,。
他在去年接受《財(cái)富》雜志采訪時(shí)表示:“在我的家鄉(xiāng),,基本上每個(gè)人的父母都在為國(guó)家實(shí)驗(yàn)室工作。我周圍的每個(gè)成年人都是科學(xué)家,,他們都曾宣誓運(yùn)用自己的科學(xué)能力和力量來(lái)發(fā)展技術(shù),,以確保美國(guó)的長(zhǎng)久安全?!?/p>
Y Combinator的團(tuán)隊(duì)合伙人賈里德·弗里德曼表示,,這種成長(zhǎng)環(huán)境為汪滔將Scale打造成一家成功企業(yè)提供了模板。弗里德曼表示:“他組建了一支人才密度極高的團(tuán)隊(duì),,營(yíng)造了一種濃厚的文化氛圍,,成員與他相似——都是數(shù)學(xué)和計(jì)算機(jī)科學(xué)(CS)領(lǐng)域的頂尖學(xué)生?!?/p>
汪滔在高中時(shí)就參加過(guò)全國(guó)數(shù)學(xué)競(jìng)賽,,在麻省理工學(xué)院就讀一年后便輟學(xué),聯(lián)手問(wèn)答網(wǎng)站Quora的產(chǎn)品設(shè)計(jì)師郭如意開(kāi)始追逐創(chuàng)業(yè)夢(mèng),。郭如意本人也曾從卡內(nèi)基梅隆大學(xué)(Carnegie Mellon)輟學(xué),,去追求泰爾獎(jiǎng)學(xué)金(Thiel Fellowship),并曾是Snap公司的首位女性設(shè)計(jì)師,。兩人最初計(jì)劃為醫(yī)生禮賓服務(wù)開(kāi)發(fā)技術(shù),,但在2016年夏季加入初創(chuàng)企業(yè)加速器Y Combinator后,他們最終將方向轉(zhuǎn)向了數(shù)據(jù)標(biāo)注,。
弗里德曼回憶道:“他們最初的想法與后來(lái)的創(chuàng)業(yè)項(xiàng)目截然不同,,第一個(gè)夏天的大部分時(shí)間都花在弄清楚要做什么產(chǎn)品上”。弗里德曼在2016年擔(dān)任汪滔和郭如意在Y Combinator的合作伙伴,。
在轉(zhuǎn)向數(shù)據(jù)標(biāo)注后,,Scale便在迅速擴(kuò)張且資金雄厚的自動(dòng)駕駛汽車初創(chuàng)企業(yè)群體中找到了完美的客戶基礎(chǔ)。
一位于2022年離職的早期員工表示,,汪滔身體力行地踐行著公司“雄心塑造現(xiàn)實(shí)”的信條,?!巴籼媳救藭?huì)在需要時(shí)深度參與客戶對(duì)接,包括深入鉆研技術(shù)挑戰(zhàn),,以及協(xié)助在業(yè)務(wù)層面與高層建立人脈,、進(jìn)行談判,以幫助我們贏得客戶和新業(yè)務(wù),?!?/p>
另一位消息人士(即Scale前經(jīng)理)描述了在每天長(zhǎng)達(dá)兩小時(shí)的會(huì)議上,“我們會(huì)逐一審查每一個(gè)客戶賬戶,?!边@位知情人士稱,這種慣例并非人人喜歡,,“但說(shuō)實(shí)話,,現(xiàn)在回想起來(lái),這迫使每個(gè)人都變得非常嚴(yán)謹(jǐn),?!?/p>
隨著公司的發(fā)展,兩位聯(lián)合創(chuàng)始人之間的緊張關(guān)系很快浮出水面,。郭如意招募了汪滔,,而且她是公司最初的首席執(zhí)行官。但據(jù)一位熟悉內(nèi)情的消息人士稱,,兩位創(chuàng)始人無(wú)法和睦相處,,對(duì)彼此應(yīng)如何履行職責(zé)的問(wèn)題上發(fā)生沖突。根據(jù)此人的說(shuō)法,,董事會(huì)站在了汪滔一邊,,他成為首席執(zhí)行官,而郭如意于2018年離開(kāi)了公司,。郭如意對(duì)《財(cái)富》雜志表示,,在A輪融資后,汪滔提出由他擔(dān)任首席執(zhí)行官一職,,認(rèn)為“他更適合擔(dān)任一家API公司的門(mén)面”,,她同意這一建議。她在電子郵件中表示:“我不看重頭銜,,對(duì)交接沒(méi)有意見(jiàn),。”郭如意對(duì)《財(cái)富》雜志表示,,她從Meta的這筆交易中獲得了7.5億美元,,但未評(píng)論她與汪滔目前的關(guān)系狀況。
近年來(lái),,Scale因其勞工實(shí)踐而引發(fā)擔(dān)憂,。該公司在全球雇傭了估計(jì)數(shù)萬(wàn)名合同工,,進(jìn)行人工數(shù)據(jù)標(biāo)注和圖像審核。2024年,,美國(guó)勞工部對(duì)Scale對(duì)《公平勞動(dòng)標(biāo)準(zhǔn)法》(Fair Labor Standards Act)的遵守情況展開(kāi)調(diào)查,特別是在薪酬公平和工人分類等方面,,該調(diào)查于今年五月結(jié)束,。目前有兩起針對(duì)Scale的勞工訴訟正在進(jìn)行中。代表勞工向該公司提起訴訟的克拉克森律師事務(wù)所(Clarkson Law Firm)合伙人格倫·達(dá)納斯估計(jì),,該公司的合同工數(shù)量可能約有60,000人,。
“他絕不只是個(gè)推銷員”
Meta與Scale這筆交易引人注目的一點(diǎn)在于,汪滔一直強(qiáng)調(diào)自己并非研究員,,Scale AI也并非在構(gòu)建AI模型,。相反,它的目標(biāo)是為整個(gè)生成式AI生態(tài)系統(tǒng)提供用于訓(xùn)練模型的高質(zhì)量數(shù)據(jù),。
汪滔去年對(duì)《財(cái)富》雜志表示:“我們并沒(méi)有在開(kāi)發(fā)領(lǐng)先的大語(yǔ)言模型,,而是在服務(wù)于整個(gè)生態(tài)系統(tǒng)。幾乎所有主流大語(yǔ)言模型都是基于我們的數(shù)據(jù)工場(chǎng)構(gòu)建,?!?/p>
Scale在與客戶合作時(shí)也秉持中立立場(chǎng)。它曾于2019年與OpenAI團(tuán)隊(duì)(該團(tuán)隊(duì)后來(lái)成立了Anthropic)合作,,進(jìn)行了最早的基于人類反饋的強(qiáng)化學(xué)習(xí)(RLHF)實(shí)驗(yàn)之一,。Scale繼續(xù)與這兩家AI初創(chuàng)公司保持合作。汪滔表示:“我們?cè)谡麄€(gè)生態(tài)系統(tǒng)中保持中立,,并且能夠與AI生態(tài)棧中所有相關(guān)公司建立非常牢固的關(guān)系,。”
Scale曾表示將繼續(xù)作為獨(dú)立公司運(yùn)營(yíng)(由汪滔擔(dān)任董事長(zhǎng)),,服務(wù)其他客戶,。據(jù)熟悉談判情況的消息人士稱,根據(jù)交易條款,,Meta在未來(lái)五年內(nèi)每年將至少花費(fèi)5億美元購(gòu)買Scale的數(shù)據(jù),。但如今,中立性的形象似乎已蕩然無(wú)存,。交易宣布后,,有媒體報(bào)道稱谷歌和OpenAI都計(jì)劃終止與Scale的合作關(guān)系。一些行業(yè)觀察家推測(cè),,Meta的真實(shí)戰(zhàn)略始終是進(jìn)行一場(chǎng)數(shù)據(jù)圈地運(yùn)動(dòng),,旨在確保獲取構(gòu)建AI模型的關(guān)鍵要素之一的主要來(lái)源——并剝奪他人獲取這些要素的機(jī)會(huì)。
但《財(cái)富》雜志接觸的幾位業(yè)內(nèi)人士對(duì)此說(shuō)法表示懷疑,。Scale AI的競(jìng)爭(zhēng)對(duì)手Appen的首席執(zhí)行官瑞安·科恩表示,,他不認(rèn)為Meta/Scale交易是為了整合數(shù)據(jù)供應(yīng)商或讓尋求數(shù)據(jù)的競(jìng)爭(zhēng)對(duì)手陷入困境,。他表示,這么做存在風(fēng)險(xiǎn),,因?yàn)閾碛胁煌瑢iL(zhǎng)和專業(yè)知識(shí)的數(shù)據(jù)供應(yīng)商所帶來(lái)的數(shù)據(jù)多樣性具有巨大益處,。
那么,扎克伯格豪擲143億美元,,真正要獲取的關(guān)鍵之物是什么,?
幾位與兩家公司關(guān)系密切的消息人士表示,他們聽(tīng)說(shuō)Meta正在考慮由汪滔擔(dān)任整個(gè)AI部門(mén)的潛在領(lǐng)導(dǎo)者,。這個(gè)職位的權(quán)限遠(yuǎn)遠(yuǎn)高于“超級(jí)智能”團(tuán)隊(duì)(有媒體報(bào)道稱該團(tuán)隊(duì)將由50人組成,,并由汪滔領(lǐng)導(dǎo))。
Meta前工程負(fù)責(zé)人埃里克·梅耶爾表示,,如果任命汪滔為整個(gè)Meta的“首席AI官”,,他不會(huì)感到意外。他表示:“把所有(AI)事務(wù)整合到一個(gè)部門(mén)是合理的,。事實(shí)上,,如果馬克(扎克伯格)投入如此巨資后,卻不進(jìn)行徹底重組整合所有AI業(yè)務(wù),,我反而會(huì)感到意外,。”
Meta龐大的AI版圖包括以產(chǎn)品為中心的生成式AI團(tuán)隊(duì),、專注于進(jìn)一步開(kāi)發(fā)Llama的通用人工智能基礎(chǔ)部門(mén),,以及由“AI教父”楊立昆創(chuàng)立并仍擔(dān)任Meta首席科學(xué)家的FAIR(基礎(chǔ)AI研究)部門(mén)。此外,,該公司還有一個(gè)獨(dú)立的商業(yè)AI產(chǎn)品團(tuán)隊(duì),,由前賽富時(shí)(Salesforce)AI負(fù)責(zé)人史宗瑋領(lǐng)導(dǎo)。
話雖如此,,由于汪滔并非計(jì)算機(jī)科學(xué)家出身,,選擇他擔(dān)任最高職位將是一個(gè)打破常規(guī)的決定。在Meta工作的博士及其他AI研究人員是否會(huì)接受汪滔作為他們的領(lǐng)導(dǎo)者,,這是一個(gè)巨大的未知數(shù),。一位現(xiàn)任Meta AI研究員直截了當(dāng)?shù)乇硎荆骸安豢赡堋,!边@位Meta研究員表示,,汪滔是個(gè)商人,在AI模型方面沒(méi)有深厚的資歷,。一位曾在Meta FAIR團(tuán)隊(duì)工作過(guò)的前Meta AI研究員也認(rèn)同此觀點(diǎn):“他不會(huì)輕易被大家所接受,。”
扎克伯格很可能注意到這一警告,,因?yàn)镸eta的研究實(shí)驗(yàn)室已經(jīng)出現(xiàn)人才流失——Llama最初的14位開(kāi)發(fā)人員中已有11人離職加入競(jìng)爭(zhēng)對(duì)手,。另一方面,,汪滔的支持者指出,盡管他不是計(jì)算機(jī)科學(xué)家,,但他完全有能力抓住AI技術(shù)的細(xì)節(jié),。
那位前Scale經(jīng)理表示:“我們有時(shí)忘記了他擁有強(qiáng)大的技術(shù)能力。他絕不只是個(gè)推銷員,。他在這方面非常出色,,但他絕不僅是個(gè)推銷員?!?/p>
完成難以預(yù)測(cè)的平臺(tái)變革
年?duì)I收超過(guò)1,640億美元的Meta深知,,要想實(shí)質(zhì)性推動(dòng)其業(yè)務(wù)發(fā)展,,必須依靠真正獨(dú)特的東西,。而扎克伯格重金招攬汪滔和Scale公司,其押注的很可能是一種超越任何簡(jiǎn)單類別的真正價(jià)值,。
一位與汪滔關(guān)系密切的消息人士對(duì)《財(cái)富》雜志表示,,外界的驚訝和困惑源于汪滔不符合典型的科技界人物模板。他表示:“硅谷擅長(zhǎng)給人貼標(biāo)簽,,他們喜歡說(shuō),,這個(gè)人是技術(shù)型的,那個(gè)人是商業(yè)型的,,汪滔是真正獨(dú)一無(wú)二的人,。”在行業(yè)格局變化之際,,這種特質(zhì)尤為寶貴,。
如果AI真如某些人所預(yù)期的那樣具有顛覆性,其影響將遠(yuǎn)超以往任何撼動(dòng)科技行業(yè)的平臺(tái)變革,,帶來(lái)難以預(yù)測(cè)的風(fēng)險(xiǎn)與機(jī)遇,。AI的出現(xiàn),已經(jīng)開(kāi)始讓硅谷公司曾基本被拒之門(mén)外的龐大軍事合同市場(chǎng)出現(xiàn)松動(dòng),。Meta正與無(wú)人機(jī)制造商Anduril建立聯(lián)系,,而OpenAI等競(jìng)爭(zhēng)對(duì)手也在敲定各自的國(guó)防安全合同。
一位前國(guó)防部官員表示:“我深切感受到,,Meta正在積極探索,,期望在美國(guó)國(guó)家安全領(lǐng)域扮演重要的領(lǐng)導(dǎo)角色,甚至該公司在這方面的積極性領(lǐng)先于其他競(jìng)爭(zhēng)對(duì)手,?!?/p>
正如汪滔在2023年猶他州會(huì)議上的表現(xiàn)所展示的那樣,Meta的這項(xiàng)新投資在該領(lǐng)域定位精準(zhǔn),。同樣引人注目的是,,特朗普政府的科技政策辦公室主任兼總統(tǒng)科學(xué)顧問(wèn)邁克爾·克拉齊奧斯,,曾在特朗普兩屆任期之間任職于Scale公司。
這位前國(guó)防部官員如此評(píng)價(jià)汪滔:“他一直非常聰明且極其機(jī)智,。他似乎投身于許多人都有些反感的領(lǐng)域,,即參與華盛頓的政治活動(dòng)。我認(rèn)為無(wú)論是從代際還是個(gè)性或其他方面來(lái)看,,汪滔確實(shí)明白這樣做的必要性——他似乎擁有一種真正的第六感,。”
然而,,盡管Meta可以動(dòng)用在華盛頓特區(qū)能獲得的一切幫助(一位華盛頓內(nèi)部人士說(shuō)道:“華盛頓特區(qū)最熱衷憎恨的人莫過(guò)于扎克伯格了,;這對(duì)某些人來(lái)說(shuō)算是一種消遣?!保?,但汪滔若想與扎克伯格的合作取得成功,最終需要的貢獻(xiàn)遠(yuǎn)不止于游說(shuō)服務(wù),。在汪滔的支持者(包括一位認(rèn)識(shí)他約十年的消息人士)看來(lái),,他的多面手特質(zhì)將助力Meta打開(kāi)局面,應(yīng)對(duì)未來(lái)的任何挑戰(zhàn):“在任何一個(gè)問(wèn)題上,,他都是我見(jiàn)過(guò)最擅長(zhǎng)在關(guān)鍵接觸點(diǎn)上解決問(wèn)題的人,。”
從更長(zhǎng)遠(yuǎn)的角度看,,此人呼應(yīng)了一種普遍看法,,即汪滔的征程才剛剛開(kāi)始。這位消息人士表示:“汪滔可能會(huì)再創(chuàng)辦一家公司,,或者創(chuàng)辦一批公司,。假以時(shí)日,他有機(jī)會(huì)在未來(lái)30年成為硅谷最高層級(jí)的領(lǐng)軍人物之一,?!?(財(cái)富中文網(wǎng))
譯者:劉進(jìn)龍
審校:汪皓
As their heads were measured and fitted for custom-made, felt cowboy hats, the 100 or so guests assembled in Utah’s scenic Wasatch Mountains in November 2023 had ample reason to feel special. The group of AI executives, venture capitalists, government officials, and policy folks, had been handpicked to attend a secretive, three-day retreat focused on the national security implications of artificial intelligence.
Presiding over the confab was Alexandr Wang, the young CEO of data labeling AI startup Scale. Wang’s company was eight years old and already worth $13 billion at the time, but the event at the Montage Deer Valley, co-hosted with longtime Scale angel investor Nat Friedman, was clearly intended to signal Wang’s status as more than just the latest Silicon Valley wunderkind. Sitting alongside gray-haired Pentagon top brass, the 26-year-old Wang held forth on the U.S.-China AI arms race and other weighty topics.
One attendee recalled Wang as a well-spoken master of ceremonies, but with an agenda to sell. “My impression is that [it] was a bit of a sales event to show off to his investors and government customers that he had a fantastic network,” he told Fortune. Another attendee said Wang was a “generous” host, but added he was unsettled by the “theatrical hawkishness”—what he described as a “fairly transparent effort to ingratiate himself with the national security establishment.”
In an unexpected, dramatic follow-up as attendees flew home from Utah, the day after the event, OpenAI CEO Sam Altman was abruptly fired. Within 48 hours, as chaos unfolded inside OpenAI’s nonprofit boardroom, Wang and Friedman were both quietly approached to serve as interim CEO. Both declined.
By then, however, it was clear: Wang, who was already known in some D.C. circles as Washington’s “AI whisperer,” had come a long way since co-founding Scale AI in 2016 with Lucy Guo, back when he was a 19-year-old MIT dropout building a data-labeling startup for self-driving cars (to help teach AI systems to know the difference between, say, a blowing plastic bag and a pedestrian).
In just a few years, he had transformed Scale into a generative AI powerhouse—first by hiring tens of thousands of workers to manually sift through and label massive datasets to help train AI models, then to run model evaluations and fine-tune systems for companies like OpenAI, SAP, and Toyota through techniques like reinforcement learning. In 2021, at just 24, he briefly became the youngest self-made billionaire after a funding round which valued the company north of $7 billion.
But when news emerged this month that Wang was joining Meta to be part of a new “superintelligence” team reporting directly to Mark Zuckerberg, part of a $14.3 billion acqui-hire, industry watchers were still stunned.
The deal, which values Scale at $29 billion and Wang’s personal stake at a reported $5 billion, is Meta’s largest outside investment ever. The stakes couldn’t be higher for Meta, as it transitions its business into the rapidly-evolving AI era and races against giants like Google and OpenAI to develop all-powerful AGI and “superintelligence” capabilities. In Wang, and in the 49% stake in Scale that Meta is acquiring, Zuckerberg appears to see a secret weapon. There are even rumors that Wang could be crowned the head of Meta’s entire AI operations—rumors that have only added to the consternation among those wondering how a young entrepreneur whose business relies more on manual labor than large language models fits into Meta’s quest for AI supremacy.
Fortune spoke to more than more than a dozen people close to Wang, including current and former Scale employees, investors, acquaintances, and competitors, to trace how the 28-year-old MIT dropout built the business at the center of one of the richest deals in the AI boom, and to understand why Meta is betting so much on it. Meta declined to comment or to make Wang available.
“Alex is a great recruiter, a really savvy commercial person,” said one former Scale manager. “Who knows if it’ll work out? Maybe he builds a better AI team into something Herculean, maybe not, but you’re gonna bet on someone to do it. There’s probably a handful of people in the world that you bet on to do it. I think he’s probably one of them.”
When Zuck met Alexandr
Meta’s relationship with Scale dates back to 2019, when the social media company began using Scale as a data provider for its AI efforts. In 2024, when Scale raised $1 billion in its Series F funding round, Meta was among the investors, scooping up half-a-million shares of the startup’s stock.
Zuckerberg and Wang began spending more time together beginning in April, when Zuckerberg reached out and expressed a desire to work more closely, according to a source familiar with the negotiations. The Meta CEO, who had once also held the title of the world’s youngest self-made billionaire, began inviting Wang to pow-wow with him at his houses in Lake Tahoe and Palo Alto, with Zuckerberg soon coming to trust Wang’s opinion. Advisors say that Zuckerberg would sometimes reference Wang’s views in conversations with them, The Information reported.
The conversations between two CEOs came at a time when Zuckerberg was growing frustrated with Meta’s struggles keeping up with rival AI labs such as OpenAI, Anthropic, and Google DeepMind. Meta had succeeded in creating a family of successful open-source AI models, called Llama, but never seemed able to stay in front of the pack for long. OpenAI, Anthropic, and Google DeepMind would inevitably surge past Meta with AI models that captured more attention and mindshare among AI developers.
With the release of Llama 4 in April 2025, Meta’s malaise became a crisis. Allegations of possibly inflated performance metrics, a rushed release, and a lack of transparency, along with indications that Meta was failing to keep pace with open-source AI rivals like China’s DeepSeek, led many in the industry to proclaim Meta’s latest AI model a flop. (Meta has called claims that it gamed performance metrics “simply not true,” and ascribed reports of Llama 4s “mixed performance” at launch to early bugs).
To regain the edge, Meta has moved aggressively to amass AI talent and realign its efforts. News reports this week have claimed Meta recently held talks to acquire AI firm Perplexity, as well as Safe Superintelligence, the startup founded by former OpenAI chief scientist Ilya Sutskever. According to one source familiar with the matter, Meta is currently in talks to acquire the AI venture capital fund managed by Friedman, the Scale investor, and Safe Superintelligence executive Daniel Gross. The discussions with Scale appear to have occurred in parallel to many of Meta’s other talks.
Wang resisted Zuckerberg’s initial proposal that he join Meta, saying that if he were to leave his startup, any deal would have to involve an immediate (and worthwhile) outcome for Scale’s investors, according to the source familiar with the negotiations. Throughout May, the two CEOs held on-and-off discussions, going from a proposed $5 billion Meta non-voting investment in Scale to the eventual arrangement of Meta investing $14.3 billion for 49% of Scale in non-voting shares with potential future conversion. (The deal also includes a poison pill provision: If Wang leaves Meta, the shares would convert at a rate of 1.5, creating additional dilution, incentivizing Wang to make a long-term commitment to Meta.)
Some sources close to Wang, whose first name is spelled without the second “e” to give it the eight characters associated with good fortune in Chinese culture, said the deal he reached with Zuckerberg shows his commitment to doing right by his investors and employees rather than abandoning them for his own lucrative exit. Still, the news that Wang was leaving came as a big surprise to many people connected to Scale and its CEO.
“It was a total shock,” said the former Scale AI manager, who left the company last month. “I never thought about the idea of Alex leaving Scale, especially when we’d just announced the tender offer at a $25 billion valuation. I think about how fast it all happened.”
Scale responded to Fortune‘s request for comment by pointing to a blog post from new CEO Jason Droege that affirms the company’s continued independence, its commitment to not favoring any specific AI models, and hinting at upcoming announcements.
A perfectly timed pivot to success
After the deal was publicly announced, Wang addressed Scale employees at the company’s South of Market office in San Francisco. He got a standing ovation as he walked down a winding staircase to the office building’s atrium. He cried at times as he spoke to employees about his time at Scale and starting the company when he was a freshman at college.
Perhaps Wang was thinking even further back to his childhood, as the son of immigrant parents who were nuclear physicists at Los Alamos National Laboratory in New Mexico, which had served as the top-secret site for developing the first atomic bombs, led by J. Robert Oppenheimer.
“In my town, basically everybody’s parents worked for the National Lab,” he told Fortune in an interview last year. “Every adult around me was a scientist who had made the pledge to use their scientific capability and their powers for enhancing technologies that would ensure the continued security of the United States.”
That upbringing provided the template Wang used to make Scale into a successful business, said Jared Friedman, a group partner at Y Combinator. “He built an extremely talent-dense team and intense culture with people similar to him, other exceptional math and CS [computer science] students,” Friedman said.
Wang, who competed in national math competitions in high school, dropped out of MIT after one year to pursue the startup dream, teaming up with Lucy Guo, a product designer at Quora, who had herself dropped out of Carnegie Mellon to pursue a Thiel Fellowship and had been Snap’s first female designer. The duo originally planned to create tech for a doctors’ concierge service, but after joining startup accelerator Y Combinator in summer of 2016, they eventually pivoted to data labelling.
“They were originally working on completely different ideas and spent most of the first summer just figuring out what to build,” recalls Friedman, who served as Wang and Guo’s partner at Y Combinator in 2016.
Once it pivoted to data labelling, Scale found the perfect customer base in the rapidly-expanding, and well-funded, group of startups working to build self-driving vehicles.
Wang embodied the company credo of “Ambition shapes reality,” said an early employee who left in 2022. “Alex himself would get deeply involved in customer engagements when needed, including deep-diving into both technical challenges and helping to network and negotiate with higher-ups on the business side to help us win customers and new business.”
Another source, the former Scale manager, described two-hour-long daily meetings “where we would review every single account.” The routine was not universally enjoyed inside the ranks, the person said, “but honestly, in retrospect it forced everyone to be very rigorous.”
Tensions between the two cofounders soon surfaced as the company grew. Guo had recruited Wang, and she was the original CEO. But the two founders could not get along, clashing over how they each deemed their counterpart was handling their duties, according to a source familiar with the matter. The board sided with Wang, who became CEO, and Guo left the company in 2018, according to this person’s account. Guo told Fortune that when Wang proposed taking on the CEO role after the Series A, believing “he’d be better as the face of an API company,” she agreed. “I wasn’t title centric and was fine with it,” she said in an email. Guo told Fortune she had received $750 million as a result of the Meta deal, but did not comment on the current state of her relationship with Wang.
In recent years, Scale has run into concerns about its labor practices with the estimated tens of thousands of contractors it employs around the world to manually label data and review images. A Department of Labor investigation was opened in 2024 and closed in May around the company’s adherence to the Fair Labor Standards Act, particularly around fair pay and worker classification. There are currently two labor lawsuits against Scale that are ongoing. Glenn Danas, partner at Clarkson Law Firm—which brought those cases against the company—estimates the company’s contractor workforce could be roughly 60,000 people.
“He’s not just a salesperson”
One thing that makes the Meta/Scale deal notable is that Wang had always emphasized that he is not a researcher, and that Scale AI was not building AI models. Instead, it wanted to provide the entire generative AI ecosystem with high-quality data to train its models.
“We’re not out there developing a leading large language model,” Wang told Fortune last year. “But we do serve the entire ecosystem. Nearly every major large language model is built on top of our data foundry.”
Scale was also agnostic when it came to working with customers. It did some of the earliest experiments on reinforcement learning human feedback (RLHF), with OpenAI in 2019, with the team that later became Anthropic. Scale continued collaborating with both AI startups. “We’re both neutral across the entire ecosystem and we’re able to have very strong relations with every relevant company in the AI ecosystem across the stack,” Wang said.
Scale has said it will continue to operate as an independent company (with Wang as chairman), serving other customers. Under the terms of the deal, Meta will spend a minimum of $500 million a year for Scale data over the next five years, according to the source familiar with the negotiations. But the perception of neutrality now looks all but dead. Following the announcement, news reports said that both Google and OpenAI were planning to end their relationship with Scale. Some industry observers speculate that Meta’s real strategy all along was a data landgrab, a move to secure a major source of one of the vital components for building AI models—and to deprive others of it.
But several industry insiders that Fortune spoke to were skeptical of the theory. Ryan Kolln, CEO of Scale AI competitor Appen, said he doubts the Meta/Scale deal is about consolidating data vendors or starving competitors seeking data. There’s a risk in doing that because there’s a strong benefit to having diversity in data, with vendors that have different specialties and expertise, he said.
So what is the key thing Zuckerberg is getting for his $14.3 billion?
Several sources close to the companies said they’d heard that Wang is being considered as a potential leader for Meta’s entire AI organization—a far more powerful remit than the “superintelligence” team, which some news reports have said will consist of 50 people and be helmed by Wang.
Erik Meijer, a former engineering leader at Meta, said he would not be surprised by a move to make Wang a “chief AI officer” of all of Meta. “Heaping everything into a single org makes sense,” he said. “In fact I would be surprised if Mark [Zuckerberg] would make such a big investment and then not do a full on reorg putting all AI efforts in one place.”
Meta’s sprawling AI kingdom includes the product-focused generative AI team, the AGI Foundations unit focused on further Llama development, as well as FAIR (Fundamental AI Research), which was founded by Yann LeCun, the AI “godfather” who remains Meta’s chief scientist. There is also a standalone Business AI product team helmed by former Salesforce AI head Clara Shih.
That said, Wang would be an unorthodox choice for the top role, given that he is not a computer scientist. Whether the PhDs and other AI researchers working at Meta would accept Wang as their leader is hardly a sure thing. “Nope,” one current Meta AI researcher said flatly. Wang is a businessman without a strong record working with AI models, the Meta researcher said. A former Meta AI researcher who worked in Meta’s FAIR group concurred: “He is not going to be accepted easily.”
It’s a warning Zuckerberg may well heed, given that Meta’s research lab is already bleeding talent—11 of the original 14 Llama authors have left to join competitors. On the other hand, Wang’s defenders point out that while not a computer scientist, he is more than capable of getting in the AI weeds.
“We forget sometimes he is a very technically-capable guy,” said the former Scale manager. “He’s not just a salesperson. He’s incredible at it, but he’s not just a salesperson.”
Navigating an unpredictable platform shift
With more than $164 billion in annual revenue, Meta knows all too well that it takes something truly unique to move the needle in its business. And in paying up for Wang and Scale, Zuckerberg is likely betting that the real value transcends any simple categories.
One source close to Wang told Fortune that the surprise and confusion stems from the fact that Wang does not fit into the typical tech world archetypes. “Silicon Valley is good at putting people into boxes, they like to say, this person is a technical person, this person is a business person,” he said. “Alex is truly a man of one.” And that kind of asset is especially valuable as the landscape changes.
If AI proves as game-changing as some expect, it will be far more consequential than any of the previous platform shifts that have rocked the tech industry, bringing hard-to-predict risks and opportunities. The advent of AI is already thawing the massive military contract market that Silicon Valley companies were once largely frozen out of, with Meta forging ties with drone-maker Anduril while rivals like OpenAI clinch Pentagon deals of their own.
“My very, very deep sense is that Meta is actively exploring, maybe even advanced in terms of actively exploring, wanting to play a significant leadership role in the national security of the United States,” said one former Department of Defense official.
As Wang demonstrated at the Utah confab in 2023, and in Scale’s full-page Washington Post ad in January (“Dear President Trump, America must win the AI War”), Meta’s new investment is well-positioned on that front. It’s also not gone unnoticed that Michael Kratsios, the Trump Administration’s director of the Office of Science and Technology Policy and the Science Advisor to the President, worked at Scale in between the two Trump terms.
“He’s been very smart and extremely clever,” the former DoD official said about Wang. “He seemed to lean into something that a lot of people have a little bit of a revulsion against, which is, engage in the politics of Washington. I think Alex, whether it’s by generation or personality, or whatever, he really got that that needed to happen – he seemed to have a real sixth sense.”
But while Meta could use all the help it can get in D.C. (“No one loves to hate anyone more than Washington loves to hate Zuckerberg; it’s kind of a pastime for some people,” a beltway insider said), Wang will ultimately need to deliver more than the services of a lobbyist for the partnership with Zuckerberg to be successful. To Wang’s fans, including one source who has known Wang for about a decade, his versatility will help Meta open doors and navigate whatever challenges lie ahead: “He’s better at the point of contact on any problem more than anyone I’ve ever seen.”
Zoom out for a longer term view, and this person echoed a common sentiment, that Wang is just getting started. “He may start another company, or maybe a bunch of companies,” the person said. “Over time, he has a chance of being a main character in Silicon Valley at the highest levels for the next 30 years.”