小扎忍痛,亲口宣告了元宇宙的死亡
Meta PlatformsMeta Platforms(US:META) 36氪·2025-12-14 23:57

Core Insights - Meta's ambitious vision for the "metaverse" has officially faced a significant setback, leading to a strategic shift towards AI smart glasses due to unexpectedly high sales [3][8] - The company plans to cut 10% to 30% of its workforce in the Reality Labs division, which focuses on VR headsets and social networks [4][5][6] Group 1: Strategic Shift - Meta is reallocating resources from the metaverse to the more successful AR glasses and wearable devices, indicating a strategic pivot rather than a complete withdrawal from the metaverse [8][17] - The company has previously collaborated with Ray-Ban to launch smart glasses that have seen unexpected market success, outperforming internal sales expectations [11][14] Group 2: Financial Context - Reality Labs has incurred over $70 billion in losses over the past four years, raising concerns among investors about the sustainability of such expenditures [23] - The competitive landscape has shifted, with major players like Apple and Google slowing their VR initiatives, allowing Meta to reconsider its aggressive VR strategy [25][26] Group 3: Design and Innovation - Meta is enhancing its smart glasses with a focus on fashion and design, appointing former Apple designer Alan Dye to lead a new creative studio within Reality Labs [31][32] - The company aims to integrate technology with design to create fashionable smart devices that redefine user interaction [30][33]