Meta is betting $15B+ annually that the metaverse matters while simultaneously winning at AI. Zuckerberg has the control and cash to sustain expensive pivots. The "Year of Efficiency" proved the company can cut when needed. The question: is Reality Labs a visionary bet or an expensive distraction?
Zuckerberg controls. Can make big bets fast (Reality Labs). But org growing bureaucratic.
"Year of Efficiency" worked. Metaverse pivot adjusted (not abandoned). Threads launched fast.
Zuckerberg-centric but pushing AI across org. Reality Labs siloed.
Ad model is the lock-in. But proven ability to pivot (mobile, Stories, Reels).
Layoffs reset. AI talent competitive with Google/OpenAI. Reality Labs brain drain.
Reality Labs burns $15B+ annually. AI infrastructure massive. Ads fund everything.
Open source strategy (Llama) spreads knowledge. But family of apps still somewhat siloed.
"Meta is betting $15B+ annually that the metaverse matters while simultaneously winning at AI. The "Year of Efficiency" proved the company can cut when needed."
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