蘑菇AV

Reality Labs posted a $4.4 billion operating loss, a result of AR/VR and metaverse ambitions that have failed to turn a profit for the fourth consecutive year. AI mentions: AI services becoming integrated into Meta鈥檚 ecosystem resulted in 102 mentions during the Q3 2024 earnings call compared with 137 mentions in the Q2 2024 call.

Around a fifth of Gen Alpha owns a VR headset, and 鈥渋f they own a VR headset, that is the device they will spend the most time on,鈥� she said. And Gen Alpha will be the first AI-native demographic.

And unlike a VR headset that gives you the virtual experience, smart glasses are lightweight, they're stylish, you can wear them out in the world without being conspicuous.

Meta is in the middle of an industry transition: Meta remains the leader in AR/VR headset sales and has launched multiple generations of its Quest headsets that work as gaming devices and metaverse portals and are increasingly being pitched as productivity tools. In Q2 2024, Meta held 60.5% market share of the VR headset segment, per IDC.

Adoption of AR/VR technology is higher among 18- to 34-year-olds than older age groups, per a February 2024 蘑菇AV survey conducted by Toluna Start. Revieve, a health and beauty tech developer that has created an AI-powered skincare advisor used by beauty retailers including Superdrug, claims millennial shoppers engage the most with its advisor experience (35.4%), with Gen Z not far behind (32.3%).

And I say that because its share price fell seven points in the days following its Q3 earnings, likely because RealityLabs, its VR division lost another $4 billion. Now has an annual operating loss of 16 billion. But Meta's saying that it wants to continue to ramp up its capital expenditures to take advantage of the AI opportunity that it sees in front of it. (04:59):.