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Inside Mark Zuckerberg’s AI hiring spree

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Inside Mark Zuckerberg’s AI hiring spree

AI researchers have recently been asking themselves a version of the question, “Is that really Zuck?

As first reported by Bloomberg, the Meta CEO has been personally asking top AI talent to join his new “superintelligence” AI lab and reboot Llama. His recruiting process typically goes like this: a cold outreach via email or WhatsApp that cites the recruit’s work history and requests a 15-minute chat. Dozens of researchers have gotten these kinds of messages at Google alone.

For those who do agree to hear his pitch (amazingly, not all of them do), Zuckerberg highlights the latitude they’ll have to make risky bets, the scale of Meta’s products, and the money he’s prepared to invest in the infrastructure to support them. He makes clear that this new team will be empowered and sit with him at Meta’s headquarters, where I’m told the desks have already been rearranged for the incoming team.

Most of the headlines so far have focused on the eye-popping compensation packages Zuckerberg is offering, some of which are well into the eight-figure range. As I’ve covered before, hiring the best AI researcher is like hiring a star basketball player: there are very few of them, and you have to pay up. Case in point: Zuckerberg basically just paid 14 Instagrams to hire away Scale AI CEO Alexandr Wang.

It’s easily the most expensive hire of all time, dwarfing the billions that Google spent to rehire Noam Shazeer and his core team from Character.AI (a deal Zuckerberg passed on). “Opportunities of this magnitude often come at a cost,” Wang wrote in his note to employees this week. “In this instance, that cost is my departure.”

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Zuckerberg’s recruiting spree is already starting to rattle his competitors. The day before his offer deadline for some senior OpenAI employees, Sam Altman dropped an essay proclaiming that “before anything else, we are a superintelligence research company.” And after Zuckerberg tried to hire DeepMind CTO Koray Kavukcuoglu, he was given a larger SVP title and now reports directly to Google CEO Sundar Pichai.

I expect Wang to have the title of “chief AI officer” at Meta when the new lab is announced. Jack Rae, a principal researcher from DeepMind who has signed on, will lead pre-training. Meta certainly needs a reset. According to my sources, Llama has fallen so far behind that Meta’s product teams have recently discussed using AI models from other companies (although that is highly unlikely to happen). Meta’s internal coding tool for engineers, however, is already using Claude.

While Meta’s existing AI researchers have good reason to be looking over their shoulders, Zuckerberg’s $14.3 billion investment in Scale is making many longtime employees, or Scaliens, quite wealthy. They were popping champagne in the office this morning.

Then, Wang held his last all-hands meeting to say goodbye and cried. He didn’t mention what he would be doing at Meta. I expect his new team will be unveiled within the next few weeks after Zuckerberg gets a critical number of members to officially sign on.

Tim Cook.
Getty Images / The Verge
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Apple is accustomed to being on top of the tech industry, and for good reason: the company has enjoyed a nearly unrivaled run of dominance.

After spending time at Apple HQ this week for WWDC, I’m not sure that its leaders appreciate the meteorite that is heading their way. The hubris they display suggests they don’t understand how AI is fundamentally changing how people use and build software.

Heading into the keynote on Monday, everyone knew not to expect the revamped Siri that had been promised the previous year. Apple, to its credit, acknowledged that it dropped the ball there, and it sounds like a large language model rebuild of Siri is very much underway and coming in 2026.

The AI industry moves much faster than Apple’s release schedule, though. By the time Siri is perhaps good enough to keep pace, it will have to contend with the lock-in that OpenAI and others are building through their memory features. Apple and OpenAI are currently partners, but both companies want to ultimately control the interface for interacting with AI, which puts them on a collision course.

Apple’s decision to let developers use its own, on-device foundational models for free in their apps sounds strategically smart, but unfortunately, the models look far from leading. Apple ran its own benchmarks, which aren’t impressive, and has confirmed a measly context window of 4,096 tokens. It’s also saying that the models will be updated alongside its operating systems — a snail’s pace compared to how quickly AI companies move.

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I’d be surprised if any serious developers use these Apple models, although I can see them being helpful to indie devs who are just getting started and don’t want to spend on the leading cloud models. I don’t think most people care about the privacy angle that Apple is claiming as a differentiator; they are already sharing their darkest secrets with ChatGPT and other assistants.

Some of the new Apple Intelligence features I demoed this week were impressive, such as live language translation for calls. Mostly, I came away with the impression that the company is heavily leaning on its ChatGPT partnership as a stopgap until Apple Intelligence and Siri are both where they need to be.

AI probably isn’t a near-term risk to Apple’s business. No one has shipped anything close to the contextually aware Siri that was demoed at last year’s WWDC. People will continue to buy Apple hardware for a long time, even after Sam Altman and Jony Ive announce their first AI device for ChatGPT next year. AR glasses aren’t going mainstream anytime soon either, although we can expect to see more eyewear from Meta, Google, and Snap over the coming year.

In aggregate, these AI-powered devices could begin to siphon away engagement from the iPhone, but I don’t see people fully replacing their smartphones for a long time. The bigger question after this week is whether Apple has what it takes to rise to the occasion and culturally reset itself for the AI era.

I would have loved to hear Tim Cook address this issue directly, but the only interview he did for WWDC was a cover story in Variety about the company’s new F1 movie.

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  • AI agents are coming. I recently caught up with Databricks CEO Ali Ghodsi ahead of his company’s annual developer conference this week in San Francisco. Given Databricks’ position, he has a unique, bird’s-eye view of where things are headed for AI. He doesn’t envision a near-term future where AI agents completely automate real-world tasks, but he does predict a wave of startups over the next year that will come close to completing actions in areas such as travel booking. He thinks humans will need (and want) to approve what an agent does before it goes off and completes a task. “We have most of the airplanes flying automated, and we still want pilots in there.”
  • Buyouts are the new normal at Google. That much is clear after this week’s rollout of the “voluntary exit program” in core engineering, the Search organization, and some other divisions. In his internal memo, Search SVP Nick Fox was clear that management thinks buyouts have been successful in other parts of the company that have tried them. In a separate memo I saw, engineering exec Jen Fitzpatrick called the buyouts an “opportunity to create internal mobility and fresh growth opportunities.” Google appears to be attempting a cultural reset, which will be a challenging task for a company of its size. We’ll see if it can pull it off.
  • Evan Spiegel wants help with AR glasses. I doubt that his announcement that consumer glasses are coming next year was solely aimed at AR developers. Telegraphing the plan and announcing that Snap has spent $3 billion on hardware to date feels more aimed at potential partners that want to make a bigger glasses play, such as Google. A strategic investment could help insulate Snap from the pain of the stock market. A full acquisition may not be off the table, either. When he was recently asked if he’d be open to a sale, Spiegel didn’t shut it down like he always has, but instead said he’d “consider anything” that helps the company “create the next computing platform.”

If you haven’t already, don’t forget to subscribe to The Verge, which includes unlimited access to Command Line and all of our reporting.

As always, I welcome your feedback, especially if you’re an AI researcher fielding a juicy job offer. You can respond here or ping me securely on Signal.

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How the spiraling Iran conflict could affect data centers and electricity costs

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How the spiraling Iran conflict could affect data centers and electricity costs

Soon after the Trump administration launched its war on Iran, I called up Reed Blakemore, director of research and programs at the Atlantic Council Global Energy Center, to talk about the consequences. While oil and gas prices were already on the rise, there was still more hope then that the impact of the conflict might be short-lived. At the end of our conversation, Blakemore said plainly: “Let’s have a call again [next week] … We’ll have a much clearer picture of what the conflict is going to look like and what the story really is going to be for energy moving forward.”

Energy infrastructure has become a key leverage point in the unfolding war

It’s a week later and the conflict has only escalated since the US and Israel launched strikes against Iran, killing Supreme Leader Ayatollah ​Ali Khamenei. Energy infrastructure has become a key leverage point in the unfolding war, with Israel hitting Iranian fuel depots and Iran targeting Gulf neighbors’ oil and gas infrastructure in its own strikes. Iran’s paramilitary Revolutionary Guard threatened on Tuesday not to “not allow the export of even a single liter of oil from the region to the hostile side and its partners until further notice.” Iran has reportedly also started to lay mines in the strategic Strait of Hormuz, through which one-fifth of global petroleum consumption and liquefied natural gas (LNG) trade used to move.

I talked to Blakemore again today about what Iran’s continued chokehold on the Strait of Hormuz means for energy costs and US tech companies’ rush to build out energy-hungry AI data centers.

This interview has been edited for length and clarity.

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What’s your outlook now on how the conflict is likely to affect oil and gasoline prices?

Reed Blakemore: The fundamental issue right now, in terms of the energy implications of the conflict, is how the market is reacting to the uncertainty around safe passage through the Strait of Hormuz.

At the outset of the conflict when we saw insurance premiums going up for these ships, we were largely talking about it in the context of, Hey, it’s just gotten much more expensive for a ship to traverse the Gulf and therefore they’re staying out.

We’ve moved from that to actual concerns around the security of passing through the straits in the first place, so this is no longer an insurance cost issue as much as it is a safety and security issue.

We have virtually no traffic passing through the Strait of Hormuz. A lot of countries are beginning to shut in production. So there’s already this ripple effect emerging purely because the market and basically tankers are fundamentally concerned about whether or not they will be able to safely pass through the strait.

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“There’s only so much that US energy dominance can do to shield US consumers”

The other feature that I think we’ve seen the market react strongly to in the past several days is a sense of how long this conflict is going to last. And I think you can look to the comments from the president in the last 72 hours and the market’s reaction as a major piece of evidence to that end. Moving into the weekend where the campaign had clearly escalated, the uncertainty around how open the Strait of Hormuz would or wouldn’t be was beginning to reach a fever pitch. The response from markets when they opened in Asia on Sunday going past $100 a barrel to nearly $120 a barrel is really a function of the market not having a sense that this would be over anytime soon. That pullback that we saw over the course of yesterday was in response to the president saying fundamentally that Hey, we have an end in sight to this conflict.

The United States is a major oil producer. I think the strategy of US energy dominance played a significant role in terms of shielding US consumers from the initial market consequences of the decision to go to war with Iran. The price increases we’ve seen thus far would have been much more responsive to the market volatility. That has bought the administration a little bit of time as it relates to how long until we see the gasoline prices really begin to pick up steam domestically. But as this conflict persists and the volatility in the market continues, we will begin to see upward pressure on gasoline prices, regrettably, over time.

There’s only so much that US energy dominance can do to shield US consumers from what is a globally traded market in terms of oil. Because the United States is a major domestic oil producer, it has the ability to put some downward pressure on its own gasoline prices.

But because via its oil exports it participates in a global market, it has that exposure to global oil market volatility.

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Can we expect electricity prices to go up also? Why?

For the United States, the gas story is a little bit better, but not immune from the global market as well. Natural gas is largely regionally traded within the United States. The US is a major producer of natural gas for domestic consumption in a way that further insulates it. That makes the case of the United States much different than the gas price sensitivity we’re seeing in Europe or in Japan or other parts of East Asia.

The problem is similar to the oil story because the United States is a major LNG exporter. As natural gas prices increase elsewhere, LNG exporters will be incentivized to export more gas because that’s where the arbitrage opportunity is, and that will create the upward price pressure domestically in the United States.

What risks does that pose to tech companies and this push to build out more AI data centers and related energy infrastructure?

In the United States, the majority of the data center buildout has begun to be powered by natural gas. We’re not going to see electricity prices reach a crisis point in the United States in the short term because of this conflict. The time horizon that we’re talking about with gas and therefore electricity prices is likely in the time horizon of months rather than weeks you’d expect with oil.

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However, the longer this conflict lasts and the more tightness we see in the global gas market — that will eventually permeate the United States and create that upward pressure on gas prices in a way which then affects electricity prices and then that brings the data center question into play.

I think the unique thing is it doesn’t necessarily affect the ability of data centers to purchase energy. Electricity costs are a relatively marginal proportion of the cost of building and operating a data center. What it does do is it only further inflames the energy affordability challenges that are currently deteriorating social license in the country for data centers. So the impact on electricity prices likely won’t directly harm data center buildout. The ancillary affordability challenges it will create will further entrench popular discontent with data center buildout, because data centers are simply making consumer electricity bills much more expensive.

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Burger King AI listens to workers

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Burger King AI listens to workers

NEWYou can now listen to Fox News articles!

The next time you pull up to the drive-thru at Burger King, you may notice something different. The greeting might sound warmer. The thank you might feel extra intentional. That could be Patty. The company is expanding a new AI-powered assistant that listens to employee headset interactions and tracks how staff speak with customers. The goal, according to executives, is simple. Create friendlier restaurants and smoother operations. But the rollout raises a bigger question. When does coaching become monitoring?

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BURGER KING MAKES CHANGES TO SIGNATURE WHOPPER FOR FIRST TIME IN NEARLY A DECADE
 

Burger King is rolling out an AI assistant named Patty to monitor employee drive-thru greetings and track customer interactions. (Eva Marie Uzcategui/Bloomberg via Getty Images)

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What is Burger King’s Patty AI assistant and how does it work?

Burger King’s Patty AI assistant runs on technology from OpenAI. In practice, it listens for key phrases such as “Welcome to Burger King,” “Please” and “Thank you.” It then compiles that information into reports so managers can measure how consistently staff use polite language. Although company leaders say it is not recording every conversation, they frame it as a coaching tool designed to reinforce service standards.

Beyond tracking manners, Patty also supports daily operations. For example, it can answer questions about how many bacon strips go on a sandwich or how to clean specific equipment. In addition, it flags inventory shortages and alerts managers when machines stop working. It even tracks how often employees tell customers an item is unavailable, which can highlight supply gaps.

As a result, that data has already influenced menu decisions, including the return of apple pie after its removal in 2020. Taken together, Patty functions as a manners coach, kitchen assistant and data analyst rolled into one.

From pilot program to nationwide push

Burger King began testing Patty at about 100 U.S. locations last year. Now the company plans to expand to roughly 500 stores, with a goal of rolling it out nationwide by year’s end.

And Burger King is not alone. Rivals like Wendy’s, Taco Bell, McDonald’s, Pizza Hut and KFC have all tested AI in some form. Some experiments focused on automated ordering. Others used AI to streamline drive-thru operations.

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Results have been mixed. Customers have praised the faster service. They have also complained about glitches and awkward robotic interactions. Burger King’s version stands out because it focuses on employee behavior, not just customer convenience.

TACO BELL TOPS NEW DRIVE-THRU SPEED RANKINGS, AND CHICK-FIL-A WINS ON SATISFACTION
 

Fast-food chains are increasingly turning to artificial intelligence to streamline service and boost efficiency. (Jeffrey Greenberg/Universal Images Group via Getty Images)

Coaching tool or digital hall monitor?

Burger King says Patty exists to help managers coach teams and improve hospitality. Executives argue that customers want a warmer experience. Data simply helps restaurants measure it.

Yet social media reaction tells a different story. Some critics say constant monitoring creates pressure. They worry about employees having a bad day and getting flagged for forgetting a single word. Others describe it as surveillance disguised as support.

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This tension reflects a larger trend in the workplace. AI increasingly measures performance in warehouses, offices and retail counters. Now it is moving into fast-food headsets. The real debate is not about politeness. It is about power. 

The bigger AI trend in fast food

Fast-food chains operate on razor-thin margins. Small efficiency gains matter. If AI reduces waste, speeds up service and improves customer satisfaction, companies will keep investing. At the same time, public opinion matters. Customers say they value authenticity. Employees want fair treatment. The companies that succeed will need to balance both.

FAST-FOOD RESTAURANTS USING NEW TECHNOLOGY TO RESHAPE HOW CUSTOMERS PLACE ORDERS
 

Burger King plans to expand Patty to 500 U.S. stores this year, with a nationwide rollout targeted by year’s end. (Justin Sullivan/Getty Images)

What this means to you

If you are a customer, you may notice friendlier greetings and fewer out-of-stock surprises. AI can help restaurants restock faster and fix broken machines sooner. That could mean shorter lines and more consistent menus. If you are an employee, the shift feels different. Every please and thank you becomes part of a data stream. Managers can track patterns instead of relying on occasional observations. For workers, that may increase accountability. It may also increase stress. For the industry, this signals a future where AI quietly runs in the background of nearly every transaction.

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Kurt’s key takeaways

Technology keeps moving into spaces that once felt purely human. The drive-thru greeting used to be about personality and mood. Now it may be part of a data dashboard. Some will see that as progress. Others will see it as overreach.

If AI can measure kindness, should it? Let us know by writing to us at Cyberguy.com

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Slay the Spire II is even better with a friend

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Slay the Spire II is even better with a friend

Slay the Spire II launched in early access last week, and it’s already an excellent sequel to one of the best roguelikes of all time. In many ways, it’s very similar to its predecessor. Like Hades II and Hollow Knight: Silksong, Slay the Spire II mostly iterates on an already superb foundation. But it does add online co-op with up to four players. While multiplayer changes the familiar rhythms of Slay the Spire just a bit, it’s still a great way to tackle the arduous climb up the spire.

A round of Slay the Spire II plays essentially the same as the original: In each run, you navigate three different acts across a winding map, slowly making a build by crafting your deck and picking up various perk-giving relics, and fighting enemies, elites, and bosses along the way. Slay the Spire II retains the deliberate, turn-based style of play, meaning that when it’s your turn, you have as much time as you want to decide what to do. Since you can see exactly what your enemies are planning for their next turn, there’s a lot of strategy in deciding how much damage to do and how much defense you might need to set up. Multiplayer adds a slight twist: When it’s your turn, everyone can play simultaneously. That opens up all sorts of new opportunities for planning, but it also requires communication to make sure everyone is using their cards effectively.

My multiplayer partner was my wife, the biggest Slay the Spire fan I know, and on our second run we got a thrilling victory. I played the new Necrobinder character, a necromancer, while she played as the returning Silent, which can make decks built around flurries of shivs. Over the course of the run, we accidentally settled into a strategy where I focused on applying the Vulnerable status to as many enemies as possible before my wife would rain down shivs upon our foes.

Slay the Spire II doesn’t encourage teamwork only in battles. At a campfire rest stop, you can choose to mend a friend’s health to help them out. (Some of the new enemies are tough, so I’m glad this is an option.) You each get a vote on which path to take next on the map. Everyone can draw on the map, too — as I learned many times after seeing the doodles my wife made when I would spend too long in the shop.

Since we had to communicate so much, our winning run took about an hour and a half, slower than how fast I could blast through runs in the first game. When we finally defeated the Act 3 boss, though, it was even more satisfying than most of my solo wins because we did it together. My one complaint is that co-op requires you to each play online on your own copy of the game, and that, because there’s no couch co-op, we each had to play on separate devices even though we were sitting on the couch right next to each other.

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Those are annoying tradeoffs, but multiplayer is such a fun addition to Slay the Spire that I don’t mind. I can’t wait to try another multiplayer run and see what challenges — and doodles — are in store for me.

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