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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