Meta Platforms(US:META) 智通财经网·2026-01-12 22:23Group 1 - Meta Platforms plans to lay off approximately 10% of its Reality Labs workforce, which currently consists of about 15,000 employees, with the announcement expected as early as this Tuesday [1] - The layoffs will primarily impact teams involved in the development of virtual reality (VR) headsets and virtual social networks, as Reality Labs is a key strategic project for CEO Mark Zuckerberg [1] - Since 2020, Reality Labs has incurred losses exceeding $60 billion, and despite significant investments, the commercialization of the metaverse has progressed slowly with limited market response [1] Group 2 - Not all areas of Reality Labs are under pressure; the department also produces Meta's Quest mixed reality headsets and Ray-Ban smart glasses, which have shown early signs of success compared to competitors like Google and Apple [2] - Meta's Chief Technology Officer Andrew Bosworth has informed employees about an upcoming meeting, emphasizing the importance of in-person attendance [2] - Amid increasing competition in the artificial intelligence sector, Meta's latest Llama 4 model has received poor market feedback, prompting management to accelerate strategic adjustments [2] Group 3 - Meta has appointed Dina Powell McCormick, a former Trump administration official, as President and Vice Chair to enhance its policy communication and lobbying capabilities in Washington [3] - McCormick will assist in expanding data center construction, attracting new strategic capital partners, and improving long-term investment capabilities [3] - The appointment raises concerns about potential conflicts of interest, as her husband is a Republican senator involved in energy policy, and analysts suggest the layoffs and leadership changes reflect a shift in focus from the metaverse to artificial intelligence and infrastructure [3]