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帕爾默·拉奇與馬克·扎克伯格終結宿怨,以強化硅谷與軍事市場的新合作關系

Jessica Mathews
2025-06-05

隨著Meta在人工智能領域深入布局,其通過搶占部分國防預算以實現(xiàn)投資回報的壓力將日益增大。

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這組搭檔或許出乎眾人意料。

上周四,武器初創(chuàng)公司Anduril與社交媒體巨頭Meta宣布建立合作關系,將攜手為美國軍方設計新型虛擬現(xiàn)實和增強現(xiàn)實設備,兩家公司還分享了一張Anduril創(chuàng)始人帕爾默·拉奇(Palmer Luckey)與Meta首席執(zhí)行官馬克·扎克伯格(Mark Zuckerberg)在Meta辦公室并肩而立的照片——兩人面帶微笑!

從這張親密的合影中,你絕不會想到,就在八年前,扎克伯格旗下的公司[當時還名為臉書(Facebook)]曾因拉奇向支持特朗普的團體捐款引發(fā)員工強烈抗議,最終公開將其解雇。

對拉奇而言,他曾以20億美元的價格將虛擬現(xiàn)實初創(chuàng)公司出售給臉書,這次解雇如同一記重拳,多年來一直影響著他的世界觀(拉奇在去年秋季接受《財富》雜志采訪時表示,在職業(yè)生涯“巔峰期”慘遭解雇,永久性地改變了他對共事之人的信任程度),而在硅谷,這一事件也成為科技行業(yè)內部矛盾的代名詞。

然而時過境遷。如今這兩位科技企業(yè)家顯然已準備好為實現(xiàn)共同盈利和增強美國軍事實力而冰釋前嫌。這樣一來,帕爾默和扎克伯格就促成了一個同樣令人意想不到的聯(lián)盟:一家制造殺傷性無人機的初創(chuàng)企業(yè)和一家以“讓世界聯(lián)系更緊密”為使命創(chuàng)立的社交網(wǎng)絡。

初步合作聚焦于雙方所稱的“鷹眼”(EagleEye)項目,Meta與Anduril將為美軍士兵研發(fā)具備增強型熱成像和熱傳感器功能的頭盔及頭戴式設備,以協(xié)助戰(zhàn)場敵方探測,同時內置計算與通信功能以操控無人機。兩家公司已向美國陸軍某項目提交白皮書,期盼能被選中推進該計劃。

如果認為“點贊”按鈕締造者(同時也是Instagram和Threads的母公司)涉足致命戰(zhàn)場工具業(yè)務難以理解,不妨考慮這一機遇的規(guī)模。美國國防部2025財年用于合同支出的金額已達1560億美元——而今年還有七個月。以五角大樓為重要客戶的科技公司帕蘭提爾(Palantir),其股價年內已飆升62%。Meta股價年內也上漲了10%。

隨著Meta在人工智能領域深入布局,其通過搶占部分國防預算以實現(xiàn)投資回報的壓力將日益增大。通過與Anduril展開合作,Meta能夠更順暢地向美國軍方這一利潤豐厚的客戶推銷其Llama人工智能模型;而Anduril則獲得了虛擬現(xiàn)實技術方面的合作伙伴(具有諷刺意味的是,其中部分技術正是Meta通過收購拉奇的初創(chuàng)公司獲得的)。

如今的Meta,早已與八年前解雇拉奇時的那家企業(yè)大不相同。這家曾被詬病在社交平臺上壓制或審查保守派聲音的公司,在唐納德·特朗普當選總統(tǒng)后解散了多元化與包容性項目。扎克伯格的個人風格也發(fā)生了根本性轉變,他多次前往白宮和海湖莊園與特朗普會面。

拉奇在上周四發(fā)布的與記者阿什利·萬斯(Ashlee Vance)對話的播客節(jié)目中透露,Anduril與Meta的合作已開展近一年。

至于翻開硅谷傳奇宿怨的新篇章,拉奇去年10月對《財富》雜志表示,彼時他已與扎克伯格冰釋前嫌。“我已經(jīng)與扎克和解了,他為自己過去的所作所為道了歉,”拉奇解釋道,“當初致使我被解雇的人都已離開——策劃我離職的那八個人,如今都不在Meta工作了?!保ㄘ敻恢形木W(wǎng))

譯者:中慧言-王芳

這組搭檔或許出乎眾人意料。

上周四,武器初創(chuàng)公司Anduril與社交媒體巨頭Meta宣布建立合作關系,將攜手為美國軍方設計新型虛擬現(xiàn)實和增強現(xiàn)實設備,兩家公司還分享了一張Anduril創(chuàng)始人帕爾默·拉奇(Palmer Luckey)與Meta首席執(zhí)行官馬克·扎克伯格(Mark Zuckerberg)在Meta辦公室并肩而立的照片——兩人面帶微笑!

從這張親密的合影中,你絕不會想到,就在八年前,扎克伯格旗下的公司[當時還名為臉書(Facebook)]曾因拉奇向支持特朗普的團體捐款引發(fā)員工強烈抗議,最終公開將其解雇。

對拉奇而言,他曾以20億美元的價格將虛擬現(xiàn)實初創(chuàng)公司出售給臉書,這次解雇如同一記重拳,多年來一直影響著他的世界觀(拉奇在去年秋季接受《財富》雜志采訪時表示,在職業(yè)生涯“巔峰期”慘遭解雇,永久性地改變了他對共事之人的信任程度),而在硅谷,這一事件也成為科技行業(yè)內部矛盾的代名詞。

然而時過境遷。如今這兩位科技企業(yè)家顯然已準備好為實現(xiàn)共同盈利和增強美國軍事實力而冰釋前嫌。這樣一來,帕爾默和扎克伯格就促成了一個同樣令人意想不到的聯(lián)盟:一家制造殺傷性無人機的初創(chuàng)企業(yè)和一家以“讓世界聯(lián)系更緊密”為使命創(chuàng)立的社交網(wǎng)絡。

初步合作聚焦于雙方所稱的“鷹眼”(EagleEye)項目,Meta與Anduril將為美軍士兵研發(fā)具備增強型熱成像和熱傳感器功能的頭盔及頭戴式設備,以協(xié)助戰(zhàn)場敵方探測,同時內置計算與通信功能以操控無人機。兩家公司已向美國陸軍某項目提交白皮書,期盼能被選中推進該計劃。

如果認為“點贊”按鈕締造者(同時也是Instagram和Threads的母公司)涉足致命戰(zhàn)場工具業(yè)務難以理解,不妨考慮這一機遇的規(guī)模。美國國防部2025財年用于合同支出的金額已達1560億美元——而今年還有七個月。以五角大樓為重要客戶的科技公司帕蘭提爾(Palantir),其股價年內已飆升62%。Meta股價年內也上漲了10%。

隨著Meta在人工智能領域深入布局,其通過搶占部分國防預算以實現(xiàn)投資回報的壓力將日益增大。通過與Anduril展開合作,Meta能夠更順暢地向美國軍方這一利潤豐厚的客戶推銷其Llama人工智能模型;而Anduril則獲得了虛擬現(xiàn)實技術方面的合作伙伴(具有諷刺意味的是,其中部分技術正是Meta通過收購拉奇的初創(chuàng)公司獲得的)。

如今的Meta,早已與八年前解雇拉奇時的那家企業(yè)大不相同。這家曾被詬病在社交平臺上壓制或審查保守派聲音的公司,在唐納德·特朗普當選總統(tǒng)后解散了多元化與包容性項目。扎克伯格的個人風格也發(fā)生了根本性轉變,他多次前往白宮和海湖莊園與特朗普會面。

拉奇在上周四發(fā)布的與記者阿什利·萬斯(Ashlee Vance)對話的播客節(jié)目中透露,Anduril與Meta的合作已開展近一年。

至于翻開硅谷傳奇宿怨的新篇章,拉奇去年10月對《財富》雜志表示,彼時他已與扎克伯格冰釋前嫌?!拔乙呀?jīng)與扎克和解了,他為自己過去的所作所為道了歉,”拉奇解釋道,“當初致使我被解雇的人都已離開——策劃我離職的那八個人,如今都不在Meta工作了。”(財富中文網(wǎng))

譯者:中慧言-王芳

It’s not the duo you might have imagined.

On Thursday, as weapons startup Anduril and social media giant Meta announced a partnership to design new virtual and augmented reality devices for the U.S. military, the companies shared a photo of Anduril founder Palmer Luckey and Meta CEO Mark Zuckerberg standing side-by-side in the Meta offices—smiling!

You’d never guess from the chummy photo that, just eight years ago, Zuckerberg’s company (back when it was still called Facebook) very publicly fired Luckey after a donation he made to a pro-Trump group caused an uproar among staff.

For Luckey, who had joined Facebook when his virtual reality startup was acquired for $2 billion, it was a gut punch that would shape his worldview for years to come (Luckey told Fortune in the fall that the termination at the “height” of his career permanently shifted his level of trust in the people he works with), and in Silicon Valley, the episode became synonymous with tech industry bad blood.

But times have changed. And the two tech entrepreneurs are apparently now ready to make up for the sake of making money—and to make America’s military stronger. In so doing, Palmer and Zuck are forging the equally improbable alliance of a startup that builds killer drones and a social network founded with the mission to “bring the world closer together.”

The initial collaboration centers on what the companies are calling “EagleEye,” where Meta and Anduril will build devices like helmets and headsets for U.S. soldiers that will have enhanced heat and thermal sensor capabilities to help detect enemies on the battlefield, as well as built-in compute and communications features to control drones. The companies have already submitted a whitepaper to one of the Army’s programs in hopes of being selected for the project.

If the notion of the “Like” button’s creator (and the parent company of Instagram and Threads) expanding into the lethal business of battlefield tools is hard to square, consider the scale of the opportunity. The U.S. Department of Defense has spent $156 billion on contracts in fiscal 2025 – and we’re only seven months through the year. Palantir, a tech company that counts the Pentagon as a big customer, has seen its stock surge 62% so far this year. Meta’s stock is up 10% year-to-date.

And as Meta moves deeper into AI, the pressure to monetize its investments by scooping up some of the national defense budget will only become greater. By partnering with Anduril, Meta puts itself in a better position to sell its Llama AI models to a lucrative customer, the U.S. military; Anduril gets a partner for virtual reality capabilities (some of which, ironically, Meta obtained through its acquisition of Luckey’s original startup).

Meta is a different organization than the one that fired Luckey eight years ago. Once accused of stifling or censoring conservative voices on its social platforms, Meta recently disbanded its diversity and inclusion programs after Donald Trump was elected president. Zuckerberg, whose personal stylings have undergone a radical change, has made several visits to the White House and Mar-a-Lago to meet with Trump.

The partnership between Anduril and Meta has been underway for nearly a year, Luckey said in a podcast with journalist Ashlee Vance released on Thursday.

As for turning the page on an age-old rivalry that has become Silicon Valley lore, Luckey told Fortune in October that he had already made his peace with Zuckerberg by that time. “I’ve already made up with Zuck. Zuck has apologized for what happened,” Luckey explained. “The people that made that happen are all gone. All of the people—the eight people who orchestrated my ouster—don’t work at Meta.”

財富中文網(wǎng)所刊載內容之知識產(chǎn)權為財富媒體知識產(chǎn)權有限公司及/或相關權利人專屬所有或持有。未經(jīng)許可,禁止進行轉載、摘編、復制及建立鏡像等任何使用。
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