Meta reports Reality Labs Q3 revenue of $470M, above $316M est., and a $4.4B operating loss, below $5.1B est.; Reality Labs has lost $70B+ since 2020
Jonathan Vanian / CNBC : X: @thetranscript_ , @counternotions , @contrariancurse , and @thetranscript_ Bluesky: @karlbode.com , @glinden , @robertchilver.com , @scriban , and @norbizness Forums: r/bu...
Sam Altman says OpenAI is “not the elected moral police of the world”, after receiving backlash for saying that ChatGPT will offer “erotica for verified adults”
plus 3 other reasons I've switched to Claude for productivity Grace Priscilla Teo / Tech in Asia : Sam Altman says OpenAI shouldn't act as global moral authority Jensen Huang / Moneycontrol : Sam Altm...
Meta CTO says the technical issues during live demos of its new smart glasses were due to a self-inflicted DDoS and a bug that put Zuckerberg's glasses to sleep
and it wasn't the Wi-Fi Lakshmi Varanasi / Business Insider : Meta's CTO: We'd ‘love’ iMessage on Ray-Ban glasses, but Apple won't allow it David Heaney / UploadVR : Meta Explains Why Its Connect Live...
Meta rolls out a Horizon TV hub for Quest headsets, with apps including Disney+ and ESPN, and partners with Universal and Blumhouse to let users watch 3D movies
here's what we know Rasmus Larsen / FlatpanelsHD : Meta Quest: Disney+ coming soon, Dolby Atmos & new streaming hub Mariella Moon / Engadget : Meta Horizon TV is an entertainment hub for VR headsets C...
A look at Big Tech's AI talent wars with massive compensation packages; sources: Meta told potential hires they would be allotted 30K GPUs for their AI research
Talked about my Windsurf scoop & Meta feature, plus tales from AI industry folks watching it all unfold on the inside. www.theverge.com/decoder-podc... @om.co : Zuck's new “Super intelligence” memo is...
Sources: Meta's new superintelligence lab led by Alexandr Wang discussed abandoning its top open-source model, Behemoth, in favor of developing a closed model
that may be changing Robert Brown / implicator.ai : From Altruism to Arms Race: Meta's AI Strategy Takes a Closed Turn Bluesky: M.G. Siegler / @mgsiegler.com : Yeah... (from a couple weeks back) [emb...
Sources: Meta bought just under 3% of Ray-Ban maker EssilorLuxottica, a stake worth ~€3B, and is considering more investment to build its stake to ~5% over time
finance.yahoo.com/news/meta- in... X: Nik / @ns123abc : > Meta acquired 3% of EssilorLuxottica > Meta to build investment to 5% > Zucc plans to dominate hardware manufacturing and lock-in retail distr...
Sources: Anthropic's revenue hit a pace of $4B/year, up almost 4x from the beginning of 2025; source: Cursor maker Anysphere hired two of Claude Code's leaders
What's notable is that Cursor just poached the lead engineer and PM for Claude Code. I guess this is now an industry trend. Threads: Dare Obasanjo / @carnage4life : Anthropic is at $4B/year revenue w...
In a memo to OpenAI researchers, Sam Altman said “missionaries will beat mercenaries” and “there is much, much more upside to OpenAI stock than Meta stock”
neither will Meta's $100 million raid on the firm's top AI talent Rocket Drew / The Information : Sam Altman Calls Meta Recruiting Efforts ‘Distasteful’ Alexandra Tremayne-Pengelly / Observer : Here A...
Meta and Anduril partner to build EagleEye, a line of XR products like helmets that enhance soldiers' hearing and vision and enable control of AI weapon systems
An AI-Powered Combat Headset That Can Detect Drones Vaughn Cockayne / Washington Times : Meta, Anduril team up to bring high-tech perception to U.S. warfighters Bloomberg : Meta Teams Up With Anduril ...