【元宇宙失宠？#Meta拟大砍业务预算最高30%#，累计亏损超700亿美元】#Meta旗下元宇宙或失宠# 社交媒体巨头Meta旗下元宇宙（Metaverse）业务或将彻底"失宠"。 当地时间12月4日，据外媒报道，Meta的CEO马克·扎克伯格将要改变元宇宙业务的发展策略。据知情人 士透露，公司管理层已在讨论将明年元宇宙团队的预算削减高达30%，旗下虚拟世界产品Meta Horizon Worlds（地平线世界）和Quest虚拟现实头显业务将受到影响，最早可能于明年1月启动裁员。 Meta的元宇宙团队隶属于Reality Labs（现实实验室）部门，自公司开始重点发展元宇宙的2021年初以 来，该部门已累计亏损超过700亿美元。 知情人士表示，本次削减计划是公司2026年度预算规划的一部分。和过去几年一样，扎克伯格要求管理 层全面削减10%的预算。由于Meta未能看到元宇宙行业的竞争热度，相关业务被要求进行更深度的削 减。预计Meta的VR（虚拟现实）团队预算将被大量削减，因为这部分是公司元宇宙相关支出的大头。 对此，Meta方面证实称，元宇宙项目的部分资源将用于支持现实实验室部门内的其他项目："在我们现 实 ...

Core Viewpoint - Meta's CEO Mark Zuckerberg has shifted from a contentious relationship with the Trump administration to becoming a favored guest at the White House, while simultaneously navigating complex supply chain dynamics with Chinese manufacturer Goertek [1][2]. Group 1: Meta's Supply Chain and Partnerships - Goertek has strengthened its control over Meta's AI glasses supply chain through significant transactions, including acquiring 100% of Shanghai Aolai's optical device production [1][2]. - Despite Meta's efforts to diversify its hardware supply chain away from China, Goertek remains a key partner, producing Meta's upcoming Hypernova smart glasses and continuing to supply components for the Quest VR headsets [2][4]. - Meta claims to have a robust and diversified supply chain, not solely reliant on any single manufacturer, while Goertek's role as a stable supplier is emphasized by industry insiders [4]. Group 2: Zuckerberg's Positioning and Market Challenges - Zuckerberg is positioning himself as an "AI leader," developing AI-driven wearable devices and collaborating with the U.S. government on military technology modernization [5]. - Despite his strong anti-China rhetoric, Zuckerberg's attempts to expand Meta's business in China have faced significant challenges, with potential partners wary of his past comments [7][10]. - The competitive landscape for Meta's VR devices in China includes major players like ByteDance, Apple, and Sony, which could hinder Meta's market entry despite any potential opportunities [9][10].

Core Insights - Meta's CEO Mark Zuckerberg has shifted from being threatened by the Trump administration to becoming a welcomed guest at the White House, indicating a change in his relationship with the U.S. government [1] - Goertek, a leading Chinese hardware manufacturer, is strengthening its control over Meta's AI glasses supply chain through strategic acquisitions, enhancing its influence in the smart glasses industry [1][2] - Meta is diversifying its hardware supply chain and has begun production in Vietnam, but Goertek remains a key partner for Meta's hardware needs [2][4] Group 1 - Goertek has acquired 100% of the shares of Shanghai Aolai Micro-Nano Optics and Shanghai Aolai Optoelectronic Information Technology, which produce micro-nano optical devices for smart glasses, through a capital increase of 530 million yuan [1] - Goertek is also involved in the production of Meta's upcoming new generation smart glasses, Hypernova, which is expected to be unveiled soon [2] - Meta's response to reports emphasizes its robust and diversified supply chain, indicating it does not rely solely on any single manufacturer [4] Group 2 - Zuckerberg is positioning himself as an "AI leader," developing AI-driven lightweight wearable devices and collaborating with the U.S. government on military technology modernization [5] - Despite his hardline stance towards China, Meta's ongoing reliance on Goertek for next-generation wearable devices highlights a contradiction in Zuckerberg's approach [7] - Previous attempts by Zuckerberg to expand Meta's business in China have faced challenges due to his past comments and the geopolitical climate [7][11]

Core Insights - Meta's Superintelligence Lab has been restructured into four departments, with Alexandr Wang appointed as the head, emphasizing the imminent arrival of superintelligence [1][8][30] - The AGI Foundations team has been disbanded, and its members will be redistributed among the new departments, indicating a significant shift in Meta's AI strategy [29][31] Group 1: Leadership Changes - Alexandr Wang, at 28 years old, has been given unprecedented power within Meta, with major responsibilities and a substantial budget to drive AI initiatives [1][5] - Yann LeCun's role has been downgraded, as he will now report to Wang, reflecting a shift in power dynamics within the AI division [12][21] - Nat Friedman will lead the product team and report directly to Wang, indicating a tighter integration of AI research with product development [23][25] Group 2: Departmental Structure - The four new departments are TBD Lab (focused on exploratory research), FAIR (long-term fundamental AI research), a product and application team, and an infrastructure team [8][30][34] - TBD Lab will explore new models, including a potential "omni" model, while FAIR will serve as the innovation engine for the lab [14][17][34] - The infrastructure team will be crucial for supporting AI model training and deployment, led by Aparna Ramani [26][34] Group 3: Strategic Focus - The restructuring aims to accelerate the development of superintelligence by concentrating efforts on core areas of research, product, and infrastructure [30][36] - The decision to dissolve the AGI Foundations team reflects a strategic pivot in Meta's approach to AI, moving away from previous models that have not met expectations [29][31] - The emphasis on integrating research with product development suggests a shift towards more practical applications of AI technology within Meta's ecosystem [25][34]