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帕尔默·拉奇与马克·扎克伯格终结宿怨,以强化硅谷与军事市场的新合作关系

Jessica Mathews
2025-06-05

随着Meta在人工智能领域深入布局,其通过抢占部分国防预算以实现投资回报的压力将日益增大。

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这组搭档或许出乎众人意料。

上周四,武器初创公司Anduril与社交媒体巨头Meta宣布建立合作关系,将携手为美国军方设计新型虚拟现实和增强现实设备,两家公司还分享了一张Anduril创始人帕尔默·拉奇(Palmer Luckey)与Meta首席执行官马克·扎克伯格(Mark Zuckerberg)在Meta办公室并肩而立的照片——两人面带微笑!

从这张亲密的合影中,你绝不会想到,就在八年前,扎克伯格旗下的公司[当时还名为脸书(Facebook)]曾因拉奇向支持特朗普的团体捐款引发员工强烈抗议,最终公开将其解雇。

对拉奇而言,他曾以20亿美元的价格将虚拟现实初创公司出售给脸书,这次解雇如同一记重拳,多年来一直影响着他的世界观(拉奇在去年秋季接受《财富》杂志采访时表示,在职业生涯“巅峰期”惨遭解雇,永久性地改变了他对共事之人的信任程度),而在硅谷,这一事件也成为科技行业内部矛盾的代名词。

然而时过境迁。如今这两位科技企业家显然已准备好为实现共同盈利和增强美国军事实力而冰释前嫌。这样一来,帕尔默和扎克伯格就促成了一个同样令人意想不到的联盟:一家制造杀伤性无人机的初创企业和一家以“让世界联系更紧密”为使命创立的社交网络。

初步合作聚焦于双方所称的“鹰眼”(EagleEye)项目,Meta与Anduril将为美军士兵研发具备增强型热成像和热传感器功能的头盔及头戴式设备,以协助战场敌方探测,同时内置计算与通信功能以操控无人机。两家公司已向美国陆军某项目提交白皮书,期盼能被选中推进该计划。

如果认为“点赞”按钮缔造者(同时也是Instagram和Threads的母公司)涉足致命战场工具业务难以理解,不妨考虑这一机遇的规模。美国国防部2025财年用于合同支出的金额已达1560亿美元——而今年还有七个月。以五角大楼为重要客户的科技公司帕兰提尔(Palantir),其股价年内已飙升62%。Meta股价年内也上涨了10%。

随着Meta在人工智能领域深入布局,其通过抢占部分国防预算以实现投资回报的压力将日益增大。通过与Anduril展开合作,Meta能够更顺畅地向美国军方这一利润丰厚的客户推销其Llama人工智能模型;而Anduril则获得了虚拟现实技术方面的合作伙伴(具有讽刺意味的是,其中部分技术正是Meta通过收购拉奇的初创公司获得的)。

如今的Meta,早已与八年前解雇拉奇时的那家企业大不相同。这家曾被诟病在社交平台上压制或审查保守派声音的公司,在唐纳德·特朗普当选总统后解散了多元化与包容性项目。扎克伯格的个人风格也发生了根本性转变,他多次前往白宫和海湖庄园与特朗普会面。

拉奇在上周四发布的与记者阿什利·万斯(Ashlee Vance)对话的播客节目中透露,Anduril与Meta的合作已开展近一年。

至于翻开硅谷传奇宿怨的新篇章,拉奇去年10月对《财富》杂志表示,彼时他已与扎克伯格冰释前嫌。“我已经与扎克和解了,他为自己过去的所作所为道了歉,”拉奇解释道,“当初致使我被解雇的人都已离开——策划我离职的那八个人,如今都不在Meta工作了。”(财富中文网)

译者:中慧言-王芳

这组搭档或许出乎众人意料。

上周四,武器初创公司Anduril与社交媒体巨头Meta宣布建立合作关系,将携手为美国军方设计新型虚拟现实和增强现实设备,两家公司还分享了一张Anduril创始人帕尔默·拉奇(Palmer Luckey)与Meta首席执行官马克·扎克伯格(Mark Zuckerberg)在Meta办公室并肩而立的照片——两人面带微笑!

从这张亲密的合影中,你绝不会想到,就在八年前,扎克伯格旗下的公司[当时还名为脸书(Facebook)]曾因拉奇向支持特朗普的团体捐款引发员工强烈抗议,最终公开将其解雇。

对拉奇而言,他曾以20亿美元的价格将虚拟现实初创公司出售给脸书,这次解雇如同一记重拳,多年来一直影响着他的世界观(拉奇在去年秋季接受《财富》杂志采访时表示,在职业生涯“巅峰期”惨遭解雇,永久性地改变了他对共事之人的信任程度),而在硅谷,这一事件也成为科技行业内部矛盾的代名词。

然而时过境迁。如今这两位科技企业家显然已准备好为实现共同盈利和增强美国军事实力而冰释前嫌。这样一来,帕尔默和扎克伯格就促成了一个同样令人意想不到的联盟:一家制造杀伤性无人机的初创企业和一家以“让世界联系更紧密”为使命创立的社交网络。

初步合作聚焦于双方所称的“鹰眼”(EagleEye)项目,Meta与Anduril将为美军士兵研发具备增强型热成像和热传感器功能的头盔及头戴式设备,以协助战场敌方探测,同时内置计算与通信功能以操控无人机。两家公司已向美国陆军某项目提交白皮书,期盼能被选中推进该计划。

如果认为“点赞”按钮缔造者(同时也是Instagram和Threads的母公司)涉足致命战场工具业务难以理解,不妨考虑这一机遇的规模。美国国防部2025财年用于合同支出的金额已达1560亿美元——而今年还有七个月。以五角大楼为重要客户的科技公司帕兰提尔(Palantir),其股价年内已飙升62%。Meta股价年内也上涨了10%。

随着Meta在人工智能领域深入布局,其通过抢占部分国防预算以实现投资回报的压力将日益增大。通过与Anduril展开合作,Meta能够更顺畅地向美国军方这一利润丰厚的客户推销其Llama人工智能模型;而Anduril则获得了虚拟现实技术方面的合作伙伴(具有讽刺意味的是,其中部分技术正是Meta通过收购拉奇的初创公司获得的)。

如今的Meta,早已与八年前解雇拉奇时的那家企业大不相同。这家曾被诟病在社交平台上压制或审查保守派声音的公司,在唐纳德·特朗普当选总统后解散了多元化与包容性项目。扎克伯格的个人风格也发生了根本性转变,他多次前往白宫和海湖庄园与特朗普会面。

拉奇在上周四发布的与记者阿什利·万斯(Ashlee Vance)对话的播客节目中透露,Anduril与Meta的合作已开展近一年。

至于翻开硅谷传奇宿怨的新篇章,拉奇去年10月对《财富》杂志表示,彼时他已与扎克伯格冰释前嫌。“我已经与扎克和解了,他为自己过去的所作所为道了歉,”拉奇解释道,“当初致使我被解雇的人都已离开——策划我离职的那八个人,如今都不在Meta工作了。”(财富中文网)

译者: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.”

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