Core Insights - Meta's Chief Technology Officer Andrew Bosworth announced the initiation of a robotics research program earlier this year under Mark Zuckerberg's guidance, emphasizing that "hardware is not the bottleneck, the bottleneck is software" [1] Group 1 - The goal of the robotics research program is to develop a "world model" that aids robots in "software simulation to achieve dexterous arm movements" [1] - The future potential of this program includes the expansion to more complex movements and tasks [1]

在CES，看见未来的轮廓 CES被业界誉为"消费电子春晚"，一直是全球科技潮流的风向标。在这里，你将见证技术从概念到落地的完整轨迹。 回顾今年年初的CES，几个趋势已清晰可见，为我们预判明年指明了方向：人工智能不再是孤立的功能，而是如水电般融入产品的底层能力。 2025的CES展，它们分别是： 首先，具身智能机器人从实验室迈向家庭。 斯 坦福机器人实验室孵化的家庭服务机器人已能完成煮咖啡、整理衣物等复杂任务；而中国企业宇 树科技展示的双足机器人，则在运动平衡上取得了重大突破，预示着智能家居的下一个形态。 资本视角的投资逻辑。助你构建创新认知框架，把握AI时代发展先机。 点击上图▲立即报名 被誉为"全球科技年度盛会"的CES，将于2026年1月在美国拉斯维加斯再度揭幕。 今年我们将继续组团带大家去现场深度观展；随后深入硅谷创新腹地，参访斯坦福大 学、Google、Meta和500 Global等顶尖机构，并与AI硬件等专家零距离对话，探 讨行业趋势与机遇，你将收获顶尖学府的创新思维、科技巨头的AI布局与实践、以及 如果说有一个地方能够让你一眼看透未来十年的科技趋势，那一定是每年1月在美国拉斯维加斯举办的国际消费 ...

Group 1: Trade Strategy - The broken wing butterfly trade on Meta Platforms (META) has no risk on the upside, some income potential, and a healthy profit zone on the downside [1][2] - The trade involves placing an upper-strike put 20 points away from the middle put and a lower put 40 points away, resulting in a slight credit of around $290 [2][3] - The maximum loss for this trade is $1,710, while the maximum gain is $2,290, with an income potential of 16.95% if the stock stays above 720 [3] Group 2: Stock Performance and Ratings - Meta Platforms has a Composite Rating of 97 out of a best-possible 99, an Earnings Per Share Rating of 96, and a Relative Strength Rating of 78 according to Investor's Business Daily [5] - The stock is expected to report earnings in late October, which introduces earnings risk if the trade is held through that date [5] Group 3: Product Development and Market Position - Meta is advancing in the smart glasses market with its third-generation lineup, including stylish Ray-Ban and Oakley models featuring built-in cameras, audio capabilities, and AI integration [5] - Analysts forecast strong holiday sales for these smart glasses, predicting up to 10 million units sold by 2026, positioning Meta as a leader in the AR and AI-driven wearable space [5]

Fifteen years after "The Social Network," director Aaron Sorkin is making a sequel film about Facebook called "The Social Reckoning." https://t.co/rotCAQnSOv ...

All right, quickly around the horn with our final trades. Let's start with you, Jim Leventhal. >> Exon Mobile, I know I spoke about it earlier earlier.There's a stealth trade going on in energy. >> All right, Jason. >> Amazon.I think AW AWS will reacelerate this quarter. >> And Weiss, >> Meta, I'm going with the winner. And stocks down from the highs, I think it goes up.>> All right, two mag seven stocks. I like that. ...

Group 1 - Companies, particularly in the tech sector, may be struggling with how to allocate excess cash, potentially leading to an AI bubble due to risky investments [1] - Observing megatrends can provide insights into societal advancements and investment opportunities, although identifying these trends can be challenging [1] - The importance of fundamentals, quality of leadership, and product pipeline is emphasized for uncovering investment opportunities [1] Group 2 - The focus has been on marketing and business strategy for medium-sized companies and startups, with experience in evaluating startups and emerging technologies [1] - The integration of personal interests in megatrends and technological developments with a strong emphasis on fundamentals and technicals is crucial for investment analysis [1]

Core Viewpoint - The AI investment landscape is facing a potential reckoning as the market may not support the number of players currently involved, leading to a significant shakeout among companies [2][3][4]. Industry Analysis - The AI sector is characterized by a competitive marketplace with between six to eleven major players, but not all can succeed [3][4]. - The capital spending model in AI assumes universal success, which is unrealistic given the current market dynamics [4][8]. - A staggering $1 trillion has been invested in AI infrastructure, yet revenues are lagging significantly at approximately $50 billion over the trailing 12 months [5][21]. Company Insights - Companies like Oracle and Microsoft are viewed as having competitive advantages over startups like OpenAI and Anthropic due to their established relationships and lower risk profiles [10][17]. - Meta's strategy in AI is questioned, with concerns about its ability to generate sufficient revenue to justify its capital expenditures [16][17]. - The expectation for AI to drive profits is high, but the reality of generating revenue to cover the massive investments is daunting, with projections indicating that required revenues are multiple orders of magnitude larger than current figures [18][19]. Economic Implications - The potential displacement of a significant number of high-income knowledge workers due to AI could lead to social unrest and economic challenges, particularly concerning health insurance and consumer demand [14][15]. - The AI industry's rapid growth from zero to $50 billion in revenue over three years is impressive, but the corresponding $1 trillion investment raises questions about sustainability and profitability [21].

This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: The proposed UK subscription price is lower than in the European Union. Meta announced Friday that Facebook and Instagram users in the UK will be able to buy ad-free subscriptions, extending a model already in place in Europe, to comply with regulation. Starting in the coming weeks, UK-based users can opt out of personalized a ...

Former Meta global affairs chief Nick Clegg said Friday that tech companies should keep a distance from politics and people should feel "uneasy" about those firms intervening in the public space."I generally don't think that politics and tech innovation mixes very well," Clegg told CNBC's "Squawk Box." "I think it's quite good when they kind of keep each other at a certain, respectful distance."President Donald Trump's deal with China this week to keep TikTok alive in the U.S. includes heavy doses of both e ...

Meta Ray-Ban Smart Glasses - Display Technology - Meta's Ray-Ban smart glasses utilize geometric waveguides, offering advantages in efficiency and brightness compared to surface relief gradings used in previous Orion prototypes [5][6] - The company has achieved a low light leakage of 2%, enhancing user privacy, and is exploring methods to further minimize visibility of the display to others [8] - Meta is researching methods to incorporate curvature into lenses or bend non-waveguide parts to support a wider range of vision corrections, aiming to support prescriptions from -4 to +4 [50][51] Neural Input Wristband - The neural input wristband employs a machine-learned model to map electrical signals to hand movements, with the potential to become a universal input platform [16] - Meta aims to personalize the neural input model over time, adapting to individual users' gestures and handwriting styles [17][18] - While currently focused on glasses, Meta intends to expand the wristband's functionality to control other devices, contingent on bandwidth and developer interest [19][20] - Miniaturization of components and increased signal sensitivity are planned to enhance the wristband's capabilities, potentially in conjunction with devices like smartwatches [40] - Typing is possible with two wristbands, but downward-facing cameras are an alternative, though they add cost, weight, and complexity to glasses design [41][42][43] Applications and Accessibility - Meta is developing an app framework for the glasses, envisioning applications in areas like immersive entertainment and industrial use, with AI playing a central role [52][53] - The company is exploring the potential of the neural interface for individuals with limited motor control or limb loss, though research is in early stages [45][46] - Meta recognizes the value of the glasses for low-vision and low-hearing individuals, offering assistance through audio and display capabilities [48] Market Strategy and Future Development - Meta is prioritizing features that address the top reasons people use their phones, such as photos, videos, music, calls, messaging, and navigation [29][30] - The company aims to minimize screen time and maximize user efficiency, adapting the user interface based on real-world usage patterns [32] - Meta is exploring partnerships with fitness companies like Garmin and Strava to integrate fitness tracking features into its wearables ecosystem [35] - The company envisions a future with various AI glasses and wearables, allowing users to choose devices that best fit their needs and preferences [24]