Jaeden Schafer

So AI, by contrast, is already becoming one of the core products on meta.

And so I think for meta, killing the metaverse is kind of the obvious solution.

The metaverse experiment, it feels like, is kind of coming to an end.

I think the future, at least for now, is going to be in AI, where meta is going to focus the most.

And I actually think that they're going to be a really powerful player because of the meta Ray-Bans and because of some of the

the programs they had in the past that have now sort of evolved to that as the final form factor.

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Over the last half of a decade, Meta has made an absolutely colossal investment into the quote-unquote metaverse, and it might finally be coming to an end as Meta is starting to focus more on AI and growth there.

and it feels like the metaverse was a dream of Zuckerberg's that never really materialized.

All of this has happened as roughly 1,500 employees from the Reality Labs division are being laid off over at Facebook, and there's a whole bunch of VR game studios that are getting shut down, according to a report over in the Wall Street Journal.

This is kind of like a dramatic moment, I think, for meta, which was just, you know, four years ago, rebuilding its entire identity around the metaverse and everything going on there.

So today on the podcast, I want to break down where we are today, where we've come from and how we arrived at this moment.

What's next?