Nine months and $14.3 billion after hiring Alexandr Wang and forming an AI super team, Meta’s AI masterplan is looking increasingly shaky, my Fortune colleague Alexei Oreskovic tells me over Slack. The company’s latest AI model, “Avocado,” is apparently being delayed until May, instead of launching this month, according to a report in the New York Times. The model fell short of those created by Google, OpenAI, and Anthropic. Even more stunning, Meta’s leadership has apparently discussed licensing Gemini from Google temporarily, until Avocado is up to snuff. “The notion of Mark Zuckerberg asking Google’s Sundar Pichai for permission to use Gemini is almost impossible to imagine,” Oreskovic says, and the fact that it was merely discussed internally at Meta is news in itself.
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这些政策使中企不得不放弃转口贸易,转向真实的本地化生产,并采用本地供应链,进一步推高成本。但糟糕的是,越南许多产业配套并不健全,本土供应商匮乏,即便企业有订单,本地工厂也难以顺利完成交付。
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