AI Snips
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Meta Trades People For AI Compute
- Meta is signing massive AI infrastructure deals while possibly cutting headcount to fund compute, reflecting a trade-off between capital and labor.
- The $27B Nebius deal and planned $600B data center spend through 2028 could lead to up to 15,000 job cuts if Meta trims 20% of ~79,000 employees.
Meta's AI Model Is Behind Competitors
- Meta's in-house AI model Avocado is reportedly underperforming compared with Google, OpenAI, and Anthropic, delaying its launch to at least May.
- Leadership is even discussing temporarily licensing Google's Gemini to power products while they rebuild internal capabilities.
Try Peloton's Gym Pivot To Reach New Customers
- Peloton is pivoting to commercial gyms by launching Peloton Commercial Series bikes and treadmills, using Precor for hardware and Peloton for software.
- Target shipping later this year across US, UK, Canada, Germany, Australia, and Austria to leverage existing hotel and gym partnerships.