扎克伯格的“元宇宙梦”醒了：Meta拟削减相关部门30%预算

Core Insights - Meta's CEO Mark Zuckerberg plans to significantly reduce resources allocated to the metaverse, with potential budget cuts of up to 30% for the metaverse division in the upcoming year [1][2] - The company is also implementing a company-wide cost budget reduction of 10%, which is a routine request during budget cycles [1] Group 1: Metaverse Strategy and Financial Performance - Zuckerberg had previously invested heavily in the metaverse, even rebranding Facebook to Meta in 2021 to focus on creating a virtual reality shared environment [2] - The Reality Labs division, responsible for VR and AR hardware and software, has faced disappointing financial performance, prompting the budget adjustments [2][3] - In Q3 2025, Reality Labs revenue surged 74% year-over-year to $470 million, but the operating loss remained substantial at $4.432 billion, with cumulative losses exceeding $70 billion since 2021 [3][5] Group 2: Market Challenges and Strategic Shift - Meta's metaverse project has been criticized by investors as a money pit, and the company faces scrutiny from global regulators regarding children's privacy and safety in virtual environments [6] - In response to these challenges, Meta is shifting its focus towards artificial intelligence (AI), with less emphasis on the metaverse in recent communications [6] - The restructuring within Meta includes the reassignment of key personnel from the metaverse division to AI initiatives, indicating a strategic pivot towards AI development [6][7]