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In today’s edition, we look at how the AI research lab at Mark Zuckerberg’s firm is led by women and͏‌  ͏‌  ͏‌  ͏‌  ͏‌  ͏‌ 
 
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February 2, 2024
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Technology

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Reed Albergotti
Reed Albergotti

Hi, and welcome back to Semafor Tech.

One of the big surprises for me last year was how quickly Meta’s family of AI models, Llama 2, took off in the corporate world. In November 2022, it seemed like Mark Zuckerberg’s firm had missed the large language model craze while Microsoft and Google were duking it out for the lead. Then, Meta subtly dropped its own LLM that was almost as good — and made it free and open source. At least part of that market was instantly commoditized.

It didn’t take a genius AI researcher to see that something interesting was going on inside Meta. While it and almost every other company misread consumers on LLM-powered chatbots, Meta no longer seems behind. Chatbots also now look like an early signal of what’s to come, rather than a world-changing innovation.

When somebody mentioned that Meta’s AI research lab, called FAIR, is run mostly by women, I was intrigued. I wondered whether that was a deliberate effort and if it had an impact on how it viewed AI research.

I now think that fact is an important datapoint in understanding Meta’s AI trajectory. Read below for a story on that and what it means for Meta, along with the rest of the industry.

Move Fast/Break Things
Westend61 via Getty Images

➚ MOVE FAST: Investors. Meta gave shareholders a double boost, issuing its first dividend and increasing its stock buyback program by $50 billion. That sent its shares up 21% this morning. The dividend move could put pressure on Alphabet and others to follow.

➘ BREAK THINGS: Innovators. Elon Musk is having a bad week, with the latest hit stemming from Tesla recalling almost all of the EVs it has sold in the U.S. due to a problem with warning lights. Meanwhile in India, Paytm founder Vijay Shekhar Sharma has been trying to reassure users after the country’s central bank ordered a subsidiary to stop taking deposits.

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Artificial Flavor
Beijing Radio and Television Station

A researcher from the Beijing Institute for General Artificial Intelligence has demonstrated what could be a breakthrough in AI agents that have the ability to carry out autonomous tasks and “plan” the necessary steps. Called Tong Tong for “little girl,” the AI figured out, for instance, that fixing a picture frame would require first finding a stool to reach it.

The name is also a play on words: Tong corresponds to the pronunciation of the Chinese character for “general.” Some of the traits displayed by Tong Tong could be a component of artificial general intelligence. There is even a “Tong Test,” a theoretical update to the famous “Turing Test,” for AGI.

There’s another wrinkle to the story, though. The person who led the research, Song-Chun Zhu, was part of China’s controversial “Thousand Talents” program while running an AI research lab at UCLA. He was the subject of an investigative article in Newsweek in November.

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Reed Albergotti

How Meta bucks every AI trend

THE SCENE

In the high stakes, brutally competitive AI race, Mark Zuckerberg’s Meta has been an outlier. While most of the big foundation model players tightly guard their methods and charge fees for using their service, Meta’s offerings under the Llama umbrella are free and mostly open source, so almost anybody can experiment with them.

That strategy has helped Meta quickly catch up to an early lead gained by companies like OpenAI, Anthropic and Cohere, and established it as a guiding light for those in the industry who feel open research is the right path for the development of AI.

There’s another contributing factor to Meta’s against-the-grain approach, which has gone mostly unnoticed, even inside the company: Its Fundamental AI Research lab, responsible for Llama and other breakthroughs, is made up largely of women. Around 60% of its leadership team are women and some reporting chains, according to interviews with people inside the organization, are female from top to bottom.

AI has helped revive the company’s business image after Zuckerberg’s turn to the metaverse. On Friday, the company reported 25% revenue growth in the fourth quarter of 2023, and issued its first dividend.

In addition to its AI path, the gender diversity inside FAIR, as it’s called, is also an industry anomaly. For instance, Time Magazine’s list of the top 25 leaders in AI includes only six women. A December article in the New York Times titled “Who’s Who Behind the Dawn of the Modern Artificial Intelligence Movement” does not mention a single woman.

Meta

In a field in which counterintuitive insights have led to some of the greatest discoveries, a diverse set of researchers can be a superpower. “When you have a more diverse group of people, it’s not that they come up with totally different solutions, but they ask different questions,” said Joelle Pineau, who leads FAIR after becoming a prominent AI researcher and professor at McGill University. “Especially in research, the question you ask is really, in many ways, the most important thing.”

It has also helped shape the company’s approach to building artificial general intelligence, or AGI, which Zuckerberg recently indicated is a central focus of the company.

Pineau says the FAIR team looks at AGI differently than other research labs, and while she can’t be entirely sure, it may be connected to the team’s more diverse makeup and ability to ask different questions.

For instance, many of the tech companies striving to create AGI talk about it as if the ultimate result is a singular entity with intelligence beyond that of any human.

But part of the AGI agenda at Meta is focused on leveraging the effects of collaboration between multiple AI agents, none of which have superintelligence, but can collectively accomplish quite a lot.

“If you look at humans and animals, a lot of our intelligence doesn’t reside in a single individual. It resides in a community — a collection of individuals and how we work together to solve harder problems and complex problems,” said Pineau, who played viola in the Ottawa Symphony Orchestra before studying engineering at the University of Waterloo and earning a PhD in robotics from Carnegie Mellon.

The multiple agent approach to AGI has other benefits, she said, because it would give humans more control over how the AGI operates by giving each agent limited abilities and siloing information so that no agent has all of it.

“It flips around this conception that General Intelligence needs to be achieved in a single box, which has all of the world’s information and has control over all the world’s levers,” she said. “We don’t want that in companies. We don’t want that in governments, in individuals or in any of our institutions. So why would we want that in our AI system?”

Read here for Reed's view on why Meta is zigging on AI while others are zagging. →

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Semafor Stat

The maximum possible number of Pixy drones sold by Snap. How do we know? Because of a battery problem, the company was forced to recall the product and offer refunds, making the sales number public. Snap has a history of making buzzy hardware, only to see consumer demand fizzle when the hype dies down. Remember Spectacles?

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Evidence

In Wednesday’s newsletter, we critiqued the absence of Apple and Google at a U.S. Senate hearing on online child sexual exploitation. They dominate smartphone operating systems while Google’s YouTube platform is popular among kids. A survey released in December by the Pew Research Center showed that about seven in 10 U.S. teens say they visit YouTube daily. A new poll out this week shows it’s also a big hit with young adults, much more than X, whose boss Linda Yaccarino made her debut before Congress this week.

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What We’re Tracking
Intel

The America First chips strategy is facing some hurdles. Construction on the much touted Intel factory in Ohio is facing delays because of slowing demand for its semiconductors, the Wall Street Journal reported. It also has yet to receive funds from a $53 billion U.S. government pot to revive chip manufacturing in America.

Meanwhile, after its sales to China were reined in by U.S. measures, Nvidia’s chips meant for the mainland will be priced similarly to products by local rival Huawei. Though the China-specific chip is less powerful than Nvidia’s main AI semiconductor, if it wants to keep up in that huge market, the company will likely have to step it up, making U.S. government moves to limit access to advanced technology moot.

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