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2025年8月1日 · AI / 管理

为什么 Mark Zuckerberg 愿意花 $143 亿投资 Alexandr Wang?

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ENGLISH SUMMARY

Why would Mark Zuckerberg spend US$14.3 billion to bring in Alexandr Wang? Because of AI Native. Decades ago, when internet companies rose, telecom operators thought it was just a web page, and the internet went on to upend their industry. AI is following the same path. Zuckerberg is betting big not on a short-term opportunity but because he sees certainty: to become truly AI native, a company needs more than technology, it needs a complete overhaul from organisation structure to culture. Of the Big 5 tech giants, Microsoft, Amazon, Meta, Google and Apple, only Meta is still run by its founder. Founders focus on long-term vision and dare to break old rules; professional managers focus more on stability and KPIs. That isn't about ability, but about how a role shapes thinking. Meta's move is a bet on the future. At Apple, even an open-minded Tim Cook would struggle to get a board to approve such a sky-high hire; Apple's governance is more conservative and more attentive to shareholders' short-term interests. Only people with vision will break the balance this way, because they know only a reshaped organisation can turn a traditional company AI native. The internet era wiped out many traditional businesses; now it's AI's turn, and many companies haven't even caught up with internet-era organisation. Only a founder dares to ignore internal doubts and redefine the whole company.

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因为:AI Native。

几十年前当互联网公司崛起时,电信运营商一开始也觉得不过就是「一个网页」。然而事实证明,互联网最终颠覆了整个产业。

今天的 AI 也正在走同样的路径。

Mark Zuckerberg 敢于下重注,不是因为短期机会,而是他看到了确定性。要真正成为 AI Native,公司不仅需要技术,还需要从组织架构到企业文化的彻底颠覆。

传统的互联网巨头里,Microsoft、Amazon、Meta、Google、Apple 并列为 Big 5。如今,仍然由 Founder 亲自掌舵的,只剩下 Meta。

这其中有一个关键差异:

创始人(Founder)关注的是长期愿景,敢于打破旧有规则。 而经理人(Manager)则更多关注稳定和 KPI。

这并不是能力的高低,而是组织角色决定了思维方式。

Mark Zuckerberg 敢于花 $143 亿去挖 Alexandr Wang,这是对未来下注。反观 Apple,Tim Cook 即使胸怀足够宽广,也难以推动董事会批准这种「天价挖人」的决定。Tim Cook 的年薪在几千万美元级别,Apple 的治理结构注定更保守,更看重股东短期利益。

只有具备远见的人才会愿意用这样的方式打破平衡。因为他们明白只有重塑组织,才能让一家传统公司真正变成 AI Native。

互联网时代淘汰了一大批传统企业,如今轮到 AI。很多企业连互联网的组织架构都还没跟上,更别提 AI。

这个时代,技术很重要,但更重要的是创始人的远见与决心。只有 Founder 才敢「不顾内部的质疑」,重新定义整个公司,企业才有机会在不同的时代继续屹立不倒。

— Gary