WSJ : Meet Mark Zuckerberg’s Right-Hand Man Who’s Unleashing AI at Meta

Meet Mark Zuckerberg’s Right-Hand Man Who’s Unleashing AI at Meta
Andrew Bosworth, Meta’s outspoken chief technology officer, has a new mission: transforming the company’s workforce using AI


  • Technology chief Andrew Bosworth is leading Meta’s transformation into an AI-first company, which has coincided with a wave of layoffs.
  • Meta is recording employee keystrokes and mouse clicks to train AI agents, a policy Bosworth defended against privacy concerns.
  • Bosworth, known for his blunt style, champions changes like large teams with few managers and believes AI will soon eliminate some human tasks.

Tensions were running high at Meta Platforms META 0.47%increase; green up pointing triangle.

For weeks, rumors circulated that the company was planning a large layoff as it poured tens of billions of dollars into artificial intelligence. Then employees were told their keystrokes and mouse clicks would be recorded to help train AI agents to use computers.

Some balked at the data collection; others started a petition demanding Meta drop it.

Technology chief Andrew “Boz” Bosworth stepped in, offering no apologies. To those who asked to opt out, he said no. To those who worried about privacy, he told them not to check personal email on company devices.

A top lieutenant of Chief Executive Mark Zuckerberg for more than 20 years, Bosworth’s outspokenness and hard-charging style have made him a magnet for controversy—and, at times, a useful heat shield for his billionaire boss.

When Zuckerberg became convinced that a virtual reality “metaverse” was Facebook’s future, it was Bosworth he put in charge of the initiative, which was widely seen as an expensive disaster. After Meta said it was developing battlefield technology for American soldiers, Bosworth joined the Army Reserve, a move he acknowledged riled some colleagues.

So when Zuckerberg wanted to transform Meta, with its global workforce of more than 70,000, into an AI-first company that could innovate as fast as nimble startups, he tapped Bosworth to lead the gargantuan effort in what might be his most provocative role yet.

The bald, 6-foot-2 executive—who stands to make nearly $1 billion if he can help increase the company’s market capitalization by 500% in the next five years—has embraced it with zeal.

“He has a very ‘rip-the-Band-Aid-off’ style for making the changes,” said Mark Rabkin, a longtime Meta executive and former vice president of its virtual reality efforts.

In a companywide memo the day before the new tracking policy, Bosworth told employees that Meta is building toward a vision where agents primarily do the work. “Our role is to direct, review and help them improve,” he wrote.

Among the changes he has championed in his new role are large teams with virtually no managers and swapping out planning documents for working prototypes.

“We’re already seeing some tasks that used to take hours now take minutes and soon we won’t need to be in the loop on some tasks at all,” Bosworth wrote.

All the talk of eliminating humans from loops has many Meta employees wondering how many will be needed to run the company when the transformation is complete. On Wednesday, the company laid off 8,000 people and reassigned another 7,000 to new AI-related jobs.

Meta declined to make Bosworth available for an interview. (News Corp, owner of The Wall Street Journal, has a content-licensing partnership with Meta.)

Early Facebook days
Bosworth, 44, was raised on his family’s horse ranch in Saratoga, Calif., a wealthy enclave in Silicon Valley, and grew up heavily involved in agriculture and the state’s 4-H youth program.

He learned how to code when he was 10 years old, went to Harvard University and became a teaching assistant in a computer-science course. One of the students assigned to his section was a young Zuckerberg. The class: Intro to AI.

Facebook came out two weeks after the class’s finals. Noting the timing in an alumni profile on Harvard’s site a half dozen years ago, Bosworth joked that Zuckerberg clearly hadn’t been studying.

Unlike some of Facebook’s other early employees, Bosworth stayed and finished his degree at Harvard. He then worked briefly at Microsoft as a software design engineer before joining Facebook in 2006. At the time, the company had fewer than 100 employees.

Within months of his arrival, Bosworth played a central role in one of Facebook’s first controversies: He was a key engineer on the News Feed, the scroll of posts that would become the defining form of social-media sites. Its introduction provoked an outcry among users who felt their privacy had been violated but sent engagement soaring.

Several years later, as Zuckerberg sought to transition Facebook’s desktop users to a new mobile app, he put Bosworth in charge of figuring out how to do the same for its advertising.

Bosworth knew little about digital advertising at the time, recalled Alex Himel, one of Bosworth’s direct reports and now Meta’s vice president of wearables. “He did this big listening tour, and then he came back and said ‘All right, here’s the plan we’re going to do,’” Himel said.

Since then, Meta’s advertising business has grown into a $200 billion a year juggernaut that is expected to overtake Google this year as the world’s largest digital-ads seller.

Brash personality
Over the years, Bosworth has developed a reputation as a blunt, outspoken provocateur.

If Zuckerberg is famously controlled in his communications with both the public and his own staff, Bosworth is his foil. The latter is known for penning frequent internal corporate strategy memos, answering questions from Meta users in his weekly ask-me-anything sessions on Instagram and sharing even more of his thoughts on his podcast called “Boz to the Future.”

He’s a frequent poster on X, where he has sparred with Oculus founder and former Facebook executive Palmer Luckey over the details of Luckey’s 2017 firing and with Elon Musk over edit buttons on social media.

While employees who have reported to him say they appreciated always knowing where they stood with the boss, Bosworth’s tell-it-like-it-is personality has also gotten him into trouble.

In 2016, as the company was coming under increasing scrutiny for its growth-at-all-costs mindset, he posted an internal memo titled “The Ugly,” in which he defended its relentless pursuit, even if it made Facebook a more useful tool for cyberbullies or terrorists.

“The ugly truth,” Bosworth wrote, “is that we believe in connecting people so deeply that anything that allows us to connect more people more often is *de facto* good.”

The memo sparked intense backlash after it was resurfaced and leaked to the press nearly two years later. Bosworth issued a public statement on X, saying the post was intended to be provocative, that it was one of the most unpopular things he had ever written and that the ensuing debate helped shape the social network’s tools for the better.

Bosworth, a self-described liberal, wrote another controversial post—this time on his public Facebook page—shortly after Donald Trump was elected president in 2016, disparaging his political supporters. Bosworth deleted the post after being told that Trump voters within the company had said it made them feel unsafe, an episode he described in another internal post in 2020 that was reported on by the New York Times.

Later that year, in a blog post on his personal website, Bosworth recounted a talking-to he had once received from Sheryl Sandberg, the company’s then-head of operations, about his overbearing way of communicating. He attempted to argue the point, maintaining his assertiveness had made him successful.

“Boz, you have been effective in spite of your behavior,” he said Sandberg told him, “not because of it.”

Metaverse mishaps
In 2017, Bosworth left the ads division and became head of Facebook’s augmented-reality and virtual-reality efforts—a division that would take center stage when Facebook rebranded itself as Meta in 2021.

As part of the new brand strategy, Zuckerberg appointed Bosworth chief technology officer and announced plans to focus on building the so-called metaverse with him at the helm.

It was a huge promotion, even for such a tenured executive. But the strategic pivot didn’t go as planned. Nearly a year after the rebrand, internal documents showed that Meta’s flagship metaverse product, a virtual-reality app for consumers called Horizon Worlds, suffered from glitches and struggled to add and retain users.

Five years later, the metaverse still hasn’t taken off, and Meta has started to shift resources and focus away from it. The company announced layoffs in the division earlier this year and said it was moving some spending to other bets that are gaining more momentum, such as AI smartglasses.

In one of his Instagram ask-me-anything sessions in March, Bosworth defended the company’s metaverse ambitions, saying virtual reality wasn’t dead and that the company was continuing to invest in it.

But much of his focus now is on his new mandate from Zuckerberg to get the company’s workers to use AI in more of their work and, when possible, hand tasks over to it entirely.

Among his new duties is overseeing an entirely new “applied AI engineering” organization whose role is to supercharge the efforts of the researchers working to develop AI models that can compete with those from OpenAI and Anthropic.

True to form, Bosworth is still finding time to post about the AI transformation he is helping to engineer—and mix it up in the comments when he has a hot take.

WSJ : A Western Auto Giant Found a Lifeline: Working With a Chinese Upstart

A Western Auto Giant Found a Lifeline: Working With a Chinese Upstart
Global automaker Stellantis is accelerating partnerships with competitors out of China

When Antonio Filosa took the reins of global automaker Stellantis STLA 0.66%increase; green up pointing triangle a year ago, the company was in free fall: Sales were plunging, factories were vastly underused and profit was evaporating.

Yet one piece of Stellantis’s struggling business gave a glimmer of hope for Filosa: a partnership with an obscure Chinese automaker called Leapmotor.

Stellantis in 2023 became the largest shareholder of Leapmotor, and the two launched a joint venture to sell the upstart’s cars all over the world. The alliance has since been a rousing success that gave Filosa a boost during a period of disarray. Last September, he even boasted that Leapmotor was outselling Chinese giant BYD in large European countries such as Germany.

Last week, as part of Stellantis’s $70 billion turnaround strategy rolled out to investors, Filosa announced a plan to take the Leapmotor deal to the next level: The Chinese company’s cars will help keep Stellantis’s largely underused European factories humming for years.

“Leapmotor has been a very good thing that the team—the previous team, but also the current team—has been able to deliver for Stellantis,” Filosa said recently at the company’s headquarters.

By investing in and forging partnerships with automakers such as Leapmotor, Stellantis hopes to make better use of vacant factory space, which will keep fixed costs down, and take advantage of Chinese know-how for electric and hybrid cars. Stellantis is currently only using 60% of its total factory capacity in Europe.

The deal reflects a new way of thinking for the automotive industry. Faced with losing ground to fast-growing, technologically advanced and cheaper Chinese upstarts around the world, some automakers are choosing to join with them instead of trying to beat them.

Leapmotor has developed into one of the fastest-growing Chinese car brands. In 2025, it sold nearly 600,000 vehicles, more than doubling from the prior year, and made its first annual profit, according to a company filing.

In markets like Europe, Leapmotor sells everything from an electric compact city car, which can be leased for the equivalent of $58 a month, to larger hybrid and electric sport-utility vehicles. Its lineup undercuts competitors from brands such as Volkswagen, Renault and Tesla by thousands of euros.

Stellantis said an expanded joint venture with Leapmotor into Europe would entail building the Chinese carmaker’s models at two plants in Spain.

It is doubling down on this strategy. Last week, it announced plans to form a similarly structured joint venture with state-owned Chinese automaker Dongfeng. In that deal, Dongfeng would assemble vehicles at a Stellantis factory in France.

In return, Leapmotor and Dongfeng gain several advantages. Chinese electric vehicles have faced varying tariffs in the European Union; local production would help Leapmotor bypass those duties.

Yet while such deals give Stellantis some wiggle room for now, it could still result in creating more competition for the automaker in a tightening global car market.

Filosa said Stellantis aims to sell only Leapmotor models that complement those available from Stellantis brands such as Peugeot and Fiat.

“We don’t want to compete in the same showroom for the same customer,” he said.

Moreover, Leapmotor’s long-term success isn’t guaranteed, said John Murphy, a veteran auto analyst and corporate adviser. There are dozens of auto startups in the cutthroat Chinese market, and many won’t survive, he said.

“There is still a significant question of, if you’re going to take the risk of going global with them, did they pick the right partner?” Murphy said.

When Stellantis invested more than $1 billion into Leapmotor, then-Chief Executive Carlos Tavares regularly warned about the threat to domestic car companies posed by Chinese automakers. However, he saw the joint venture as a way to give the company an edge. Other Western manufacturers such as Ford and Volkswagen are taking a similar approach.

The deal is a bright spot for Stellantis. The company endured a sharp decline under the watch of Tavares, who left the company in late 2024. Tavares’s focus on spending heavily to one day make more EVs ended in the company losing some $26 billion last year.

As part of the turnaround plan announced on Thursday, Stellantis said it would primarily focus capital investments on its Jeep, Ram, Fiat and Peugeot brands, while coming out with more affordable models in the U.S. In North America, nine of those cars will start under $40,000, the company said.

Industry observers have wondered whether the Stellantis partnership would lead to Leapmotor’s cars being sold—or even built—in the U.S. Chinese vehicles are effectively locked out of the U.S. market because of stiff tariffs and national-security concerns.

Speaking to reporters last week, Filosa said he could see Leapmotor vehicles being sold in Mexico, and possibly Canada, which has recently decided to let in a limited number of Chinese cars.

“For sure now, there is no space in the United States,” Filosa said. “We don’t see that.”

FT : Uber weighs higher bid for Delivery Hero after €11.5bn offer rebuffed



From: Laurent Chekroun (MAKOR CAPITAL MARKET) At: 05/24/26 21:40:38 UTC+2:00
Subject: FT : Uber weighs higher bid for Delivery Hero after €11.5bn offer rebuffed
Uber weighs higher bid for Delivery Hero after €11.5bn offer rebuffed
San Francisco based-group approached major shareholder in German food group

Uber’s board met on Saturday to discuss raising its offer for Delivery Hero, after a major shareholder rebuffed an approach that would have valued the German food delivery group at more than €11.5bn.

The Uber board held a meeting in which it discussed the status of its takeover bid, according to three people familiar with the matter.

Uber approached one of Delivery Hero’s largest shareholders with a €38 per share offer in recent days but was rebuffed, they added. The San Francisco-based group is now weighing whether to raise its bid a further time.

An earlier offer to Delivery Hero’s board of €33 per share would have valued the company in excess of €10bn, the FT previously reported and Delivery Hero confirmed on Saturday.

Uber chief Dara Khosrowshahi flew into Oslo this week to meet the chair of Delivery Hero’s supervisory board, Kristin Skogen Lund, where he floated the €33 per share offer, according to several people familiar with the matter.

In a statement released on Saturday, Delivery Hero said: “Uber Technologies reached out with an indicative proposal of €33 per share in respect of a potential takeover offer to all shareholders.”

“The company remains fully focused on executing its strategic review process. Further updates will be provided as required or appropriate,” the statement added. It declined to comment further.

Rival DoorDash has also been circling Delivery Hero and made enquiries to shareholders but has not purchased any shares, according to three people familiar with the matter.

Several Delivery Hero shareholders told the FT they were seeking a price above €40 per share for the whole company, which would be a 19 per cent premium on Delivery Hero’s closing price on Friday, valuing the company at around €13bn.

Any transaction would add to growing consolidation in the global food delivery market after DoorDash’s £2.9bn takeover of Deliveroo and the €4.1bn acquisition of Just Eat Takeaway by Prosus last year.

It was not clear what price might ultimately be agreed and both suitors may yet decide to abandon their pursuit. Any transaction would likely be the subject of regulatory scrutiny.

Uber disclosed on Monday that it owned 19.5 per cent of Delivery Hero and held a further 5.6 per cent in derivatives.

Morgan Stanley is working on Uber’s bid, the people said. The bank disclosed in regulatory filings on Friday that it had a 27 per cent interest in Delivery Hero, primarily through equity swaps.

Uber is exploring acquiring derivatives that would take its indirect ownership of the group above 30 per cent, the people added. The move would signal its intent and maintain some optionality around making a formal bid. This mirrors an approach taken by UniCredit in its effort to take over German bank Commerzbank.

Delivery Hero’s board is considering a full sale or series of deals that would spin off the group’s Middle East and Korea divisions, the people said.

Niklas Östberg, the company’s founder and chief executive told investors last week that he would leave by March 2027 after years of shareholder pressure. Aspex Management, an activist investor with a 14.6 per cent stake in Delivery Hero, has long called on the company to streamline operations, speed up asset sales and replace Östberg.

Prosus, which holds a 16.8 per cent stake in Delivery Hero, has criticised European regulators after they forced it to sell down its stake in the group after acquiring Just Eat and opening the door to an American takeover.

Uber and DoorDash declined to comment.

9to5 : watchOS 27 to improve heart-rate tracking; AI health coach may not debut

WatchOS 27 to improve heart-rate tracking; AI health coach may not debut at launch

For the better part of a year, we’ve been hearing about Project Mulberry: Apple’s AI-powered health coach. Back in February, it was reported that these efforts had been scaled back. According to Bloomberg’s Mark Gurman, the features should still be on track for iOS 27, though they may not release until later in the cycle.

On the other hand, Apple is apparently going to greatly improve Apple Watch heart-rate tracking with watchOS 27, which could tie in nicely with Apple’s eventual health coach.

Improved heart-rate tracking
This weekend’s Power On newsletter is light on details for how exactly Apple Watch heart-rate tracking will be improved, but here’s what Gurman has to say:

This year’s watchOS 27 update will focus largely on stability, performance and smaller refinements, rather than introducing major new capabilities. Still, improvements to heart-rate tracking are coming.

As someone who uses both an Apple Watch and WHOOP, I do certainly find its heart-rate tracking to be more accurate, largely because it refreshes more consistently – providing more granular insights. It’d be nice to see Apple improve in this regard, though I’d argue Apple’s biggest shortcoming isn’t its data collection – it’s the interface.

Project Mulberry delays
We first heard about Project Mulberry around this time last year, an AI agent that’d provide health insights based on your Apple Health data. Users would also be able to share their camera feed with the agent, and could be used to provide pointers while a user is working out.

This feature was initially supposed to roll out with a redesigned Health app in iOS 26.4, but was since pushed back to iOS 27 while the team scaled back its efforts. Now, it’s sounding like it may be delayed even further into the iOS 27 release cycle:

One internal project, an ambitious AI health coaching service known as Mulberry, was recently scaled back after Cue took over Apple’s health group. I don’t expect features from that endeavor to launch until later in the iOS 27 update cycle.

It’s still very possible that the redesigned Health app itself will still debut in iOS 27, but Apple’s AI health coach (and subsequent Apple Health+ subscription) are seemingly delayed until sometime later in the release cycle. It could be iOS 27.1 in October, iOS 27.4 next spring, or sometime in between.

Apple’s decision to hit pause earlier this year was largely because the company felt that its offering wasn’t quite competitive with other Health subscriptions on the market, and it wanted to take more time to get the product right.

WSJ : Ships Get in Position for Oil to Start Flowing From the Gulf

Ships Get in Position for Oil to Start Flowing From the Gulf
Still, seafarers remain cautious and production facilities and inventories will take time to be restored

An agreement between the U.S. and Iran that reopens the Strait of Hormuz to shipping promises to knock down oil prices and ease the upward pressure on costs for transport, manufacturing, food and consumer fuels across the world.

But the benefits of a deal would be uneven and take time to filter through. It will take time to clear out the bottleneck in the strait, and shippers said they would need to see an extended period of calm before they are confident enough to sail normally through it.

A U.S. official said Sunday there is an agreement in principle under which Iran would reopen the Strait of Hormuz, but President Trump indicated a signed deal could take time, and that both sides had to get it right.

Seafarers said Sunday that some ships stuck in the Persian Gulf already have started moving toward the strait in anticipation of a deal that opens the critical waterway. The route out of the oil-rich Gulf is typically the conduit for about 20% of the world’s petroleum supply. A reopening would reduce inflation pressures, which, in turn, could give central banks more room to hold interest rates steady or revive rate-cut plans, especially in oil-importing economies, while also supporting household spending and corporate margins.

Still, it would be difficult to return energy supplies to their prewar level quickly given the damage to facilities, halted oil production and broader obstacles to shipping through Hormuz, said Hamad Hussain, commodities economist at Capital Economics.

“All of this will keep oil prices elevated for some time—prices would only start to trend lower as and when the supply-demand balance in the oil market materially improves, which is likely to be well into 2027,” Hussain said.

In addition, fuel prices could take longer to decline than crude-oil prices because of depleted inventories and damage to production facilities. Global stockpiles—which governments rushed to drain as Middle Eastern supplies dried up—have fallen at a record pace since the start of the war. They plunged by 250 million barrels over March and April, according to the International Energy Agency, a Paris-based club of energy-consuming nations. A deal would stop the bleeding, but the world then has to refill depleted tanks.

A framework deal for talks between the U.S. and Iran “reduces the risk of escalation and increases the chance the conflict would be over, which could start the path to rebuilding, repositioning and reopening of key supply chains,” said Rachel Ziemba, an adjunct senior fellow at the Center for a New American Security, a Washington-based think tank.

But, she said, that depends on whether the deal is merely another cease-fire extension or the start of a more lasting settlement. “A lot depends on the terms,” she said.

The deal that was coming together over the weekend would extend the current cease-fire while the two sides reopen the Strait of Hormuz and begin talks on Iran’s nuclear program.

Assuming shipping traffic through Hormuz picks up in June, the U.S. Energy Information Administration recently forecast that the price of international benchmark Brent crude will average $89 a barrel at the end of this year and $79 in 2027. On Friday, front-month Brent closed at $103.54 a barrel. The price started this year around $60.

On the crypto exchange Hyperliquid, a 24/7 perpetual oil-futures contract tied to U.S. benchmark West Texas Intermediate crude tumbled to as low as $88 a barrel over the weekend before recovering to around $93 a barrel on Sunday. Oil-futures trading resumes Sunday evening Eastern Time.

The conflict already has disrupted more than a billion barrels of supply. Shipping, insurance and freight costs are likely to normalize more slowly than crude prices as shipowners and underwriters will need proof that Hormuz is physically safe—with mines cleared, attacks stopped and any new regime for managing the strait clarified—before they treat Gulf voyages as normal again.

The chief executive of Adnoc, the state-owned energy corporation of the United Arab Emirates, said recently that even if the conflict ends immediately, flows through Hormuz would take at least four months to reach 80% of prewar levels. Full flows, he said, wouldn’t return before the first or second quarter of next year.

FT : Uber weighs higher bid for Delivery Hero after €11.5bn offer rebuffed

Uber weighs higher bid for Delivery Hero after €11.5bn offer rebuffed
San Francisco based-group approached major shareholder in German food group

Uber’s board met on Saturday to discuss raising its offer for Delivery Hero, after a major shareholder rebuffed an approach that would have valued the German food delivery group at more than €11.5bn.

The Uber board held a meeting in which it discussed the status of its takeover bid, according to three people familiar with the matter.

Uber approached one of Delivery Hero’s largest shareholders with a €38 per share offer in recent days but was rebuffed, they added. The San Francisco-based group is now weighing whether to raise its bid a further time.

An earlier offer to Delivery Hero’s board of €33 per share would have valued the company in excess of €10bn, the FT previously reported and Delivery Hero confirmed on Saturday.

Uber chief Dara Khosrowshahi flew into Oslo this week to meet the chair of Delivery Hero’s supervisory board, Kristin Skogen Lund, where he floated the €33 per share offer, according to several people familiar with the matter.

In a statement released on Saturday, Delivery Hero said: “Uber Technologies reached out with an indicative proposal of €33 per share in respect of a potential takeover offer to all shareholders.”

“The company remains fully focused on executing its strategic review process. Further updates will be provided as required or appropriate,” the statement added. It declined to comment further.

Rival DoorDash has also been circling Delivery Hero and made enquiries to shareholders but has not purchased any shares, according to three people familiar with the matter.

Several Delivery Hero shareholders told the FT they were seeking a price above €40 per share for the whole company, which would be a 19 per cent premium on Delivery Hero’s closing price on Friday, valuing the company at around €13bn.

Any transaction would add to growing consolidation in the global food delivery market after DoorDash’s £2.9bn takeover of Deliveroo and the €4.1bn acquisition of Just Eat Takeaway by Prosus last year.

It was not clear what price might ultimately be agreed and both suitors may yet decide to abandon their pursuit. Any transaction would likely be the subject of regulatory scrutiny.

Uber disclosed on Monday that it owned 19.5 per cent of Delivery Hero and held a further 5.6 per cent in derivatives.

Morgan Stanley is working on Uber’s bid, the people said. The bank disclosed in regulatory filings on Friday that it had a 27 per cent interest in Delivery Hero, primarily through equity swaps.

Uber is exploring acquiring derivatives that would take its indirect ownership of the group above 30 per cent, the people added. The move would signal its intent and maintain some optionality around making a formal bid. This mirrors an approach taken by UniCredit in its effort to take over German bank Commerzbank.

Delivery Hero’s board is considering a full sale or series of deals that would spin off the group’s Middle East and Korea divisions, the people said.

Niklas Östberg, the company’s founder and chief executive told investors last week that he would leave by March 2027 after years of shareholder pressure. Aspex Management, an activist investor with a 14.6 per cent stake in Delivery Hero, has long called on the company to streamline operations, speed up asset sales and replace Östberg.

Prosus, which holds a 16.8 per cent stake in Delivery Hero, has criticised European regulators after they forced it to sell down its stake in the group after acquiring Just Eat and opening the door to an American takeover.

Uber and DoorDash declined to comment.