Core Viewpoint - Meta has paused its program to share Meta Horizon OS with third-party device makers to focus on developing first-party hardware and software for the VR market [1][2]. Group 1: Program Details - The program aimed to create a new generation of hardware for VR users to engage with Meta's digital worlds [1]. - Initially announced in April, the program included partnerships with companies like Asus, Microsoft's Xbox, and Lenovo to develop hardware compatible with Meta Horizon OS [3]. - There have been few updates on the program since its announcement, with a spokesperson indicating ongoing collaboration with business partners to expand Horizon OS into more devices [4]. Group 2: Shift in Focus - Horizon OS was designed to provide mixed reality experiences and enhance social presence through advanced tracking technologies [5]. - Recently, Meta's interest in the metaverse has waned as the company shifts focus towards AI, with reports indicating potential budget cuts of up to 30% for the metaverse group within Reality Labs [6]. - Meta confirmed plans to redirect investments from the metaverse towards AI glasses and wearables, reflecting a strategic pivot in its technology development priorities [6].

Core Insights - Meta Platforms is shifting its focus from the metaverse to artificial intelligence by reallocating executives and resources, indicating a strategic pivot in response to competitive pressures in the AI sector [1][2][3] Group 1: Executive Changes - Vishal Shah, who led Meta's metaverse efforts for the past four years, will now head the AI product team within the Meta Superintelligence Labs [1] - Gabe Aul will take over all metaverse-related work, while Ryan Cairns will continue to oversee Quest VR hardware and its operating system, reporting directly to CTO Andrew Bosworth [2] Group 2: Investment and Strategy - CEO Mark Zuckerberg has prioritized AI development, investing hundreds of billions in data centers and AI researchers to compete with rivals like OpenAI and Alphabet's Google [2] - Despite recent layoffs of approximately 600 employees in the AI department, the company aims to accelerate its development pace [2][3] Group 3: Future Focus - Zuckerberg expressed disappointment with the company's AI progress and has shown a strong interest in accelerating AI development, leading to multiple internal restructuring efforts [3] - Bosworth reassured employees that metaverse initiatives remain a priority, emphasizing the need to maintain competitive advantages in the industry [3]