They still don’t understand that it’s not about technology, but about the content that technology provides access to.
1 Like
The article below states that Meta intends to offer Facebook and Instagram users in the EU apparently clearer choices, namely: broader “sharing/use of data and personal information” and highly personalized ads, or less sharing/use of data and personal information and more limited advertising.
This Meta “offer” is in response to the Commission’s DMA infringement decision. The options will be implemented in January 2026.
1 Like
The linked article reports how Meta is bringing an update to its AI glasses that makes it easier to converse in noisy places and also includes Spotify integration.
The glasses highlight the voice of the conversation partner and can create playlists based on the view. However, the update will first be released only to a limited group of users.
2 Likes
Meta is ramping up the AI race and aiming for next year with new flagship models, with which it intends to challenge OpenAI and Google in particular.
Under development are the Mango image and video model as well as the Avocado language model. Behind the effort is the new Superintelligence Labs, high-level recruitments, and an investment in Scale AI worth over $14 billion.
More ambitiously, Wang noted that Meta is in the early stages of developing “world models.” Unlike current LLMs that predict the next word in a sequence, world models aim to understand physical reality by processing vast amounts of visual information.
Meta board member Dina Powell McCormick is stepping down after just eight months
She may still continue to support Meta as an advisor, particularly on investment and strategic matters. Meta does not plan to fill the seat for now, even though Zuckerberg has otherwise been rapidly refreshing the board.
In the tweet below, an investor explains their recent decision to add Meta to their portfolio. Their analysis is based on strong cash flow; AI-driven ad sales are accelerating and operating profit margins are looking solid.
The tweet mentions that while Reality Labs’ heavy losses are a point of concern, they trust the cost-cutting measures and stronger-than-expected earnings growth. They also highlight that Zuckerberg’s ability to win over skeptics is earning praise.
https://x.com/Mindset4Money_X/status/2003612157649289320
1 Like
A tweet thread claims that Meta is benefiting exceptionally from AI right now, as the company’s advertising business is strengthening through AI-driven improvements in ad relevance, pricing, and additionally, user engagement.
Meta is spending massive amounts of money on data centers and AI, but these investments are seen as necessary and productive in the long term. In any case, the risks relate to large investments, regulation, and loss-making side projects, but the so-called core business is strong—at least according to this tweet thread. At the current valuation, the stock is still seen as having reasonable upside potential, at least according to this thread.
https://x.com/Mindset4Money_X/status/2005303747749286339
Here is a link for those who do not have X 
1 Like
Meta is acquiring the Singaporean AI company Manus, which develops autonomous general-purpose AI agents. The purchase price has not been disclosed yet.
Manus will continue to sell its services, but its technology will be integrated into Meta’s products. The deal is part of Meta’s major push into AI and the strengthening of its competitive position.
2 Likes
Here is a piece on Meta from SalkunRakentaja; mostly familiar stuff, but a good overview of the company nonetheless.
Meta also benefits from the broader disruption of AI. While competitors like Alphabet and Amazon divide their attention across multiple business areas, the company focuses on improving its single core revenue stream. This makes the strategy transparent and convincing in the eyes of investors.
At the same time, Meta is developing its open-source AI model, Llama, through which it strengthens its position not only within its own products but also as part of the wider developer community. This two-pronged strategy, based on commercial efficiency and the controlled provision of openness, sets it apart from many competitors.
Subheadings:
- AI boosts profitability
- Investors’ eyes on cash flow
Below is an article on how Meta is delaying the international release of Ray-Ban Display smart glasses due to stock shortages and massive demand in the United States.
Sales originally planned for early in the year to Canada and Europe, among others, are being pushed to a later date. Waitlists for the $799 AI glasses introduced in September already extend far into the future, so the company is focusing on fulfilling domestic market orders first.
https://www.cnbc.com/2026/01/06/meta-ray-ban-display-ai-glasses-pause.html
Meta announced on Tuesday that it has hired former Microsoft legal executive Curtis Joseph “C.J.” Mahoney as its new Chief Legal Officer. He replaces Jennifer Newstead, who will move to Apple as General Counsel in March.
Mahoney joins the role from Microsoft (Corporate VP and General Counsel) and has previously served, among other positions, as Deputy United States Trade Representative during the Trump administration. The appointment comes at a time when Meta is facing extensive lawsuits related to child safety.
Chinese authorities are reviewing Meta’s $2 billion acquisition of Manus for potential violations of technology export control regulations.
The deal could require an export license if Manus transferred personnel and technology to Singapore prior to its sale. The process is in its early stages, but according to the report, it could provide Beijing with leverage.
Once more on this familiar topic.
China is investigating Meta’s intentions to acquire the AI startup Manus, which is known for its advanced autonomous AI agent.
With this investigation, China is “signaling” its desire to protect national expertise and prevent technology leakage to the United States through export controls.
The case is, of course, a significant blow against so-called “Singapore-washing,” where Chinese companies move to Singapore to avoid regulation.
According to analysts, the move highlights the shift in the AI race from chips toward software and top talent.
EDIT: Now the link displays better
1 Like
Well, unsurprisingly, Meta plans to cut about ten percent of its workforce in the Reality Labs division, which develops, among other things, virtual reality headsets and the metaverse.
The reasons are massive losses and the need to focus on AI. The layoffs are expected to be announced in the coming days; although the smart glasses have been successful, Zuckerberg’s vision of a digital world has come at a high cost to the company.
Meta (META.O), opens new tab plans to cut around 10% of the employees in its Reality Labs division who work on products including the metaverse, the New York Times reported on Monday, citing three people with knowledge of the discussions.
The cuts to Reality Labs, which has roughly 15,000 employees, could be announced as soon as Tuesday and are set to disproportionately affect those in the metaverse unit who work on virtual reality headsets and virtual social networks, the report said.
1 Like
It seems increasingly certain that Meta is indeed scaling back resources on the virtual reality side at Reality Labs and laying off about 10% of its workforce. Some VR studios will be closed entirely, and some projects related to Quest devices and the Horizon Worlds service will be discontinued. The savings from these cuts will be directed toward AI, smart glasses, and other wearables. Horizon Worlds isn’t being abandoned; instead, it’s being developed for mobile in a Roblox-style fashion, primarily targeting younger players.
Key Points
- Just over four years after Facebook changed its name to Meta, the company is scaling back its virtual reality ambitions.
- Meta is cutting about 10% of staff who focus on metaverse-related VR projects as part of its Reality Labs unit, CNBC confirmed.
- The company is courting developers who build games for Roblox, a virtual world gaming platform popular with kids, to build mobile experiences for Horizon Worlds, sources said.
https://www.cnbc.com/2026/01/13/meta-lays-off-vr-employees-underscoring-zuckerbergs-pivot-to-ai.html
1 Like