出品｜虎嗅科技组 作者｜赵致格 编辑｜苗正卿 头图｜视觉中国 "我们的AI眼镜正在重塑人们体验世界的方式，为创造力和自我表达开辟新路径，同时让你能够以更 直观的方式学习与交流。此外，它们还在推动经济和社会价值的创造：为农民提供农作物的实时农业 数据，帮助大学体育教练在赛场实时记录伤病情况，为有志成为电影制片人的学生提供支持。" 近日，Meta在官网发文宣布 "AI眼镜影响力资助计划"(AI Glasses Impact Grants)时这样描述AI眼镜 带给世界的积极影响。为了更好地推广AI眼镜在各个领域的落地，Meta计划为 30 余家组织和开发者 提供近 200 万美元的资助。 除资金支持外，所有入选者还将受邀加入 Meta可穿戴技术社区。这个由全球开发者组成社区旨在促 进技术交流、跨界合作，并加速可穿戴设备在教育、医疗、农业、环保等关键领域的落地应用。 实际上，Meta削减元宇宙业务，转向加码AI硬件的决心可以从近期一系列动态，尤其是最新的财报 会议中看到。 1月28日，Meta公布了2025财年第四财季的业绩。财报显示，Meta在第四财季Meta营收598.93美 元，较去年同期增长24%；净利润为2 ...

Meta于1月28日发布2025年四季度财报。Meta首席执行官马克・扎克伯格在财报电话会议中表 示："2025年，我们以强劲的表现收官，目前每日有超35亿用户至少使用一款我们的应用。其中， Facebook和WhatsApp的日活跃用户均突破20亿，Instagram的日活用户也接近这一数字。得益于假日季 创纪录的市场需求，以及人工智能技术驱动的业绩增长，公司业务表现同样亮眼。" 财报发布后，美国银行分析师Justin Post和Nitin Bansal更新了对Meta股票的评级观点。 新监管政策对公司商业化变现造成冲击。 分析师指出，Meta四季度营收599亿美元、每股收益8.88美元，均超华尔街预期的583亿美元和8.20美 元；剔除汇率波动影响后，公司广告营收同比增长23%，远高于广告行业整体增速。 Post表示，Meta给出的2026年一季度营收指引（535亿-565亿美元），大幅高于华尔街512亿美元的预期 值，其上限更是意味着，剔除汇率影响后公司营收增速将加快7个百分点。 他同时提到，Meta2026财年费用指引（1620亿-1690亿美元）高于华尔街1500亿美元的预期，资本支出 指引（115 ...

Core Insights - Meta's Horizon Workrooms, once envisioned as a future workspace, is set to close on February 16, 2026, marking a significant retreat from its metaverse strategy [3][9][10] - The application failed to attract a substantial user base, with active monthly users not exceeding 200,000 in 2023, compared to billions on Meta's other platforms [7][9] - Meta's shift from a focus on the metaverse to artificial intelligence (AI) is evident, as the company pivots towards more practical applications like smart glasses and AI tools [25][29][31] Group 1: Meta's Metaverse Strategy - Meta's commitment to the metaverse began in 2021 when it rebranded from Facebook, with Horizon Workrooms positioned as a key application for virtual collaboration [6][10] - The application was intended to provide an immersive experience for remote teams, but user feedback indicated discomfort and inefficiency in virtual meetings [14][15] - Horizon Workrooms' closure symbolizes a broader failure of Meta's ambitious metaverse vision, which struggled with technical limitations and user adoption [9][18][24] Group 2: User Experience and Market Response - Users reported discomfort from prolonged VR headset use, leading to fatigue and reduced interaction efficiency compared to traditional video conferencing tools [14][15] - The high costs associated with VR equipment and the lack of compelling advantages over established platforms like Zoom and Microsoft Teams hindered enterprise adoption [15][24] - Meta's decision to recommend alternative platforms in the closure announcement highlights the shortcomings of Horizon Workrooms [15] Group 3: Broader Implications and Future Directions - Meta's failure in the metaverse is attributed to a misjudgment of VR technology's readiness for mainstream use, as well as a flawed business model that imposed high fees on developers [23][24] - The company is now focusing on AI and practical applications, such as Ray-Ban smart glasses, which are expected to integrate more seamlessly into daily life [25][29][31] - The shift towards AI reflects a recognition that enhancing existing platforms may be more viable than creating a fully immersive virtual world [29][31]

Group 1: Corporate Conflicts - The conflict between Jia Guolong and Luo Yonghao escalated, with both parties being banned from Weibo after a series of accusations and responses regarding defamation and personal attacks [1][2][6] Group 2: Apple Trade-In Program - Apple China updated its Trade In program, expanding the list of eligible Huawei and Xiaomi devices for trade-in, with maximum trade-in values for Huawei's Mate X5 reaching RMB 2850 and various other models listed with specific trade-in values [2][3] Group 3: AI Developments - Demis Hassabis, CEO of Google DeepMind, stated that the gap between Chinese and Western AI models may only be a few months, contradicting previous beliefs about a larger disparity [4][5][6] - OpenAI warned investors about potential provocative statements from Elon Musk as their ongoing legal disputes heat up, with OpenAI's valuation reportedly reaching $500 billion [6] Group 4: Meta's Strategic Shift - Meta announced it will cease independent sales of Horizon Workrooms and related services by February 2026, following significant layoffs in its Reality Labs division, indicating a shift in focus away from the metaverse [7][8] Group 5: NIO's AI Initiatives - NIO established an AI Technology Committee to enhance its AI capabilities across various business functions, aiming for a 40%-50% growth in 2026 while maintaining a startup mentality [10] Group 6: Apple Smart Glasses and Foldable Phone - Apple is expected to launch its first smart glasses in Q2 2024, designed as lightweight accessories reliant on iPhone for processing tasks, while also planning to release its first foldable phone, the iPhone Fold, in September 2024 [11][12][15] Group 7: Kilo for Slack Launch - Kilo for Slack was launched as a new AI coding product, integrating with Slack to enhance workflow efficiency, utilizing the Chinese model M2.1 for its operations [16] Group 8: Trump Mobile Company Investigation - U.S. lawmakers are investigating Trump Mobile Company for alleged deceptive practices regarding its T1 phone, which has not yet been delivered despite accepting pre-orders [18]

Group 1 - The core point of the article is the acquisition of the startup Manus by Meta for several billion dollars, marking Meta's third-largest acquisition since its inception, following WhatsApp and Scale AI [1][8] - Manus, founded only three years ago, gained significant attention in the AI sector, particularly after the launch of its AI agent, which drew comparisons to DeepSeek [3][5] - Following a rapid rise in valuation from $85 million to $500 million after a new funding round, Manus faced challenges, including a significant reduction in its team and relocation of its headquarters out of China [5][8] Group 2 - Meta's acquisition of Manus was completed in a remarkably short time frame of about ten days, surprising many in the venture capital community [8] - The acquisition reflects Meta's strategy to bolster its AI capabilities amid intense competition from other tech giants like Microsoft, Amazon, and Google, who are heavily investing in AI [5][8] - Meta's AI strategy has shifted significantly, moving from open-source models to a focus on proprietary models, with plans for a new closed-source model expected to launch in 2026 [23][42] Group 3 - The article highlights the competitive landscape in the AI sector, with Meta's early investments in AI not yielding the expected leadership position, particularly after the rise of ChatGPT [9][18] - Meta's restructuring of its AI teams and the significant layoffs indicate a strategic pivot in response to competitive pressures and internal challenges [19][22] - The ongoing talent war in Silicon Valley has intensified, with Meta's aggressive hiring practices impacting the broader tech ecosystem [24][22] Group 4 - Meta's traditional business model is under threat from competitors like TikTok, which has surpassed Facebook and Instagram in user engagement [25][29] - The company's heavy investment in the metaverse has not yet proven to be commercially viable, leading to substantial financial losses in its Reality Labs division [34][32] - Despite challenges, Meta is attempting to integrate AI into its metaverse strategy, including updates to its smart glasses, but faces delays and technical hurdles [37][40]