Meta开年最大元宇宙裁员，来了

Core Insights - Meta plans to lay off 10% of its Reality Labs department, affecting approximately 1,500 employees, with an official announcement expected soon [1][3] - The Reality Labs division has incurred cumulative losses exceeding $70 billion from Q4 2020 to Q3 2025, indicating significant financial strain [1] - Meta is shifting focus towards AI-related initiatives, including increasing budgets for AI research and wearable technology, while reducing the budget for the metaverse segment by 30% [1][3] Group 1: Layoffs and Financial Performance - The Reality Labs department currently employs around 15,000 people, meaning the layoffs will represent a relatively small percentage of the total workforce, which is 78,000 [3] - The layoffs will primarily impact personnel involved with VR headsets and VR social networks, as the company continues to struggle with VR headset sales [3][5] Group 2: Strategic Shift Towards AI - Meta is increasing its budget for the wearable department to enhance its AI glasses products, which are seen as a key component of integrating "super intelligence" into daily life [3][5] - The AR division, responsible for products like the Ray-Ban smart glasses, is expected to remain unaffected by the layoffs, indicating a strategic focus on successful product lines [5] Group 3: Future Outlook and Challenges - Despite the cuts in the metaverse sector, Meta is not abandoning its metaverse ambitions but is redefining its approach to what the metaverse could look like [5][6] - The competition in the AI glasses market is intensifying, and Meta faces challenges in replicating the success of the Ray-Ban smart glasses amid strong competition from Chinese manufacturers [6]