Gokul Rajaram: Meta invests $900 million in CRED to acquire leadership and product judgment

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Gokul Rajaram: Meta invests $900 million in CRED to acquire leadership and product judgment — Meta puts $900 million into CRED deal

Gokul Rajaram highlights that Meta has invested $900 million into CRED, not primarily to secure AI research talent but to gain access to product taste, judgment, and leadership, referring specifically to the hiring of Kunal Shah.

Rajaram contrasts this move against previous industry deals that targeted AI researchers and engineers, such as Noam Shazeer and Alex Wang, suggesting that this transaction marks a unique focus on leadership capabilities.

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Rajaram has previously commented on where investors are directing their attention. He noted that firms such as SpaceX, OAI, and Anthropic are attracting capital toward trillion dollar markets. In another post, he relayed a growth investor's view that companies facing difficulties in raising funds may have weaker investment potential.

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