Meta Platforms(US:META) 猿大侠·2025-12-14 04:11Core Viewpoint - Meta is shifting its focus from the metaverse to AI smart glasses, planning to cut 10% to 30% of its Reality Labs workforce after incurring $70 billion in losses over four years [2][4][21]. Group 1: Strategic Shift - Meta is not abandoning its metaverse ambitions but reallocating resources from VR to the more successful AR glasses and wearable devices [7][15]. - The company has seen unexpected success with its AI smart glasses, which have exceeded internal sales expectations [12]. Group 2: Financial Context - Reality Labs has accumulated losses exceeding $70 billion since its inception, prompting a reevaluation of investment strategies [21]. - The competitive landscape has changed, with major players like Apple and Google slowing their VR device developments, allowing Meta to adjust its VR focus [23]. Group 3: Design and Innovation - Meta is enhancing the design and fashion aspects of its smart glasses, appointing former Apple designer Alan Dye to lead a new creative studio [28][30]. - The company aims to integrate technology with thoughtful design to improve user interaction with AI glasses and other devices [30].