" AI 眼镜将成为一个现象级的智能硬件赛道。 " 文 / 吴晓波（微信公众号：吴晓波频道） 杨龙昇是个90后，2009年考进大连理工大学，读的是金融。这是个不安生的小爷，进了校园就开始野，开酒吧，办青年旅舍，还跑到丽江当了三 个月的驻唱歌手，他半开玩笑地对我说，"我当年干的事儿，好像都跟找女朋友有关。" 年轻时，杨龙昇开酒吧、办青旅 杨龙昇与吴老师 杨龙昇对智能眼镜感了兴趣，还是跟找女朋友有关。 就在毕业前一年，他在网上看盗版英剧《黑镜》（Black Mirror）。那是一部神剧，后来很多黑科技和智能应用都在那里"预演"过。有一集，男主 角戴了一副"智能眼"，能够记录和回放视觉记忆。 "这也太酷了。"他对我回忆说，"我想着如果真能弄出来，戴上后，能识别出眼前的姑娘是不是单身。" 事实上，就在《黑镜》上映的2012年，美国的帕尔默·拉奇在众筹网站上推出了全球第一款VR（虚拟现实）头戴显示器OculusRift，这是智能眼镜 的鼻祖。拉奇那年20岁，比杨龙昇还小了2岁。 《黑镜》第一季里的智能眼 读到大二的时候，杨龙昇发现自己喜欢的其实是计算机。后来的两年多，他就泡在计算机学院，白天蹭课，晚上熬夜写代码。 那几 ...

Core Insights - Meta has conducted a new round of layoffs, affecting over 1,000 employees, primarily in the Reality Labs department responsible for VR/AR hardware and metaverse projects [1][2][4] - The company is shifting its focus from the ambitious metaverse vision to more practical applications like AI smart glasses, indicating a strategic retreat from its previous investments in immersive digital environments [2][4][12] - The metaverse, once seen as the future of interaction, is now viewed as a failed concept, with significant financial losses reported in Meta's metaverse initiatives [3][7][11] Company Strategy - Meta's layoffs represent a significant strategic withdrawal from the metaverse vision that CEO Mark Zuckerberg has promoted since 2014, with plans to cut about 10% of the Reality Labs workforce, which consists of approximately 15,000 employees [4][12] - The company has invested heavily in the metaverse, with losses exceeding $60 billion since 2020, and Reality Labs alone has accumulated losses of over $70 billion since 2021 [7][12] - The focus is now on developing AI technologies and products, with plans to produce over 10 million AI glasses by 2026, reflecting a shift in priorities towards more immediate technological advancements [14][16] Industry Trends - The concept of the metaverse is being redefined, with Gartner predicting that by 2026, 30% of organizations will be ready with products and services for the metaverse [14] - The competition is shifting from VR to mixed reality (MR) and lightweight AI glasses, with major companies like Meta and ByteDance entering the market with new products [14][15] - The industry is witnessing a consolidation of efforts towards AI integration, with Meta establishing a new department called "Meta Computing" to enhance its infrastructure and capabilities in AI [16][17]

Core Insights - Meta and Anduril Industries have announced a partnership to develop mixed reality technology for military applications, specifically for soldiers to control autonomous systems on the battlefield [1][2] - The collaboration will integrate Meta's augmented reality and artificial intelligence technologies with Anduril's Lattice data analytics platform, aimed at enhancing battlefield intelligence and decision-making [2][6] Company Developments - Meta's CEO Mark Zuckerberg emphasized the company's decade-long investment in AI and AR technologies, positioning them as essential for future computing platforms [2] - Anduril's founder Palmer Luckey expressed pride in the partnership, highlighting a mission to empower soldiers with advanced technological capabilities [4] Political Context - The partnership reflects a broader trend of tech companies aligning with U.S. military interests, particularly under the influence of the Trump administration's America First agenda [3][8] - Zuckerberg's political alignment with the Republican administration has been noted, including his significant investments in Washington, D.C. real estate [3] Technological Integration - Anduril's Lattice platform is described as an AI-powered command and control system that aggregates data from numerous sources to provide real-time intelligence for military operations [6] - The collaboration aims to transform soldiers into "technomancers," blending technology with military operations [4]