Who is betting on what in AI, and against whom.
Was camp 2 under LeCun; now camp 1 under Wang. FAIR still does V-JEPA.
NASDAQ:METAMeta ran the largest world-model research effort under LeCun at FAIR, then in June 2025 reorganised around Meta Superintelligence Labs under Alexandr Wang and put its money into frontier language models. Its Behemoth model was abandoned; the Muse family is hosted rather than open-weight. FAIR continues under Rob Fergus.
No capital figures recorded yet.