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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

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From: Bill Wolf	12/5/2025 8:47:16 AM
	1 Recommendation Recommended By Jim Mullens Read Replies (2) of 196995

Meta Opens a New Frontier in AI Race. Why It’s a Warning for Apple. Everything points to Meta Platforms needing another name change. The social-media company is cutting spending on the ‘Metaverse’ and directing funds toward wearable devices, which could mean Meta goes head-to-head with Apple in the next stage of the artificial-intelligence trade. It looks like an admission of defeat in Meta CEO Mark Zuckerberg’s bet on virtual worlds. The cost has been $77 billion in operating losses in the Reality Labs division since 2020. Perhaps that’s why investors cheered the reported move that Meta’s cutting the department’s budget, pushing the stock up more than 3%. The money saved on the Metaverse is instead being pumped into AI. With Meta losing out in the chatbot race to rivals such as ChatGPT developer OpenAI and Google, Zuckerberg and Co. are focused on trying to extend their lead in AI-powered wearables, where Meta has a hit with its Ray-Ban branded smart glasses. The move makes some sense—whereas making AI models is a costly race where it is hard to maintain a lead against rivals, hardware success could prove more durable. That should ring alarm bells at Apple. The iPhone maker has stayed out of the AI spending race so far, to the benefit of the stock, which hit an all-time high this past week. But rivals are hoping new technology might disrupt the dominance of the smartphone. Google is planning a renewed push into smart glasses, while OpenAI is working on a mysterious AI device with ex-Apple designer Jony Ive. Apple isn’t blind to the threat. It has its own plans for smart glasses, set to be unveiled next year, according to Bloomberg. But it is losing a string of engineers and designers to high-paying rivals, while its Vision Pro product—a full virtual-reality headset as opposed to lightweight glasses—looks to have been a dud. So in terms of monikers will it be MetAI Platforms? It’s probably too early to start picking out new names, but the next stage of the AI race is taking shape and it’s happening in the real world. — Adam Clark

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