Alright, here we go. So there’s this guy, Andrew “Boz” Bosworth—he’s like one of the OGs at Meta. First 15 engineers, can you believe that? Anyway, he wrote this memo earlier this year—2025 could either be glorious for Reality Labs or, you know, a complete train wreck. Seriously, the metaverse might go down in flames or become legendary.
Boz seems pretty optimistic nowadays. But, let’s be real—the market’s gonna have the final say.
He’s like, “We’ll know by the end of the decade,” in this Bloomberg chat. Which, I don’t know, seems ages away, right? But he’s sure this is the year that matters.
Meta’s AI Ray-Ban glasses—those things have been a hit. By February, over 2 million sold since October ’23. Outselling the old-school Ray-Bans before they even got AI jazzed. It’s pretty wild. Google’s jumping in too, teaming up with Gentle Monster and Warby Parker for some Android XR glasses. And rumors are flying about Apple’s plans for 2026.
Boz was all like, suddenly they’re out of the shadows and in the spotlight with a product everyone wants a piece of. So, yeah, competition’s heating up. He thinks the progress this year counts more than any other—past or future—like it’s the make-or-break kinda thing.
But, the catch? If consumers don’t bite on Meta’s AR and VR gear, it’s all moot. That’s what’ll push the industry to make this stuff standard.
Boz keeps saying, “The market, especially hardware, lags.” Which, um, okay, makes sense? You gotta scout early signs. He’s got this whole thing about trusting your gut, something he picked up from Sheryl Sandberg. Apparently, Sheryl was all about how most companies flop not from competition, but from tripping over their own feet. So, Boz is hyper-focused on whether Meta’s hitting its marks rather than fretting about rivals.
And they’ve got big dreams for the year, according to him. We’ll know soon if they hit their marks. But five years from now—will that even be enough? Who can tell, really?