Sources: Meta plans to lay off ~10% of its 15,000-employee Reality Labs division, disproportionately affecting those working on VR headsets and Horizon Worlds

The layoffs are set to be announced this week and would affect Meta's work on the metaverse, as the company spends heavily on building artificial intelligence.

New York Times 2026-01-13

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NewsMax.com Newsmax Wires on x
Meta to Lay Off 10% of Reality Labs Workforce
@samsolid57 Sam Badawi on x
$META will cut 10% of staff at Reality Labs, per the NYT. At the same time, the company is ramping datacenter investment while trimming headcount in non-core orgs to help offset rising CapEx. The question is whether this is the early shape of a hyperscaler strategy like $GOOGL [i…
@p_remarks @p_remarks on x
Cutting 10% of FRL the same day they announce Meta Compute This is why you can't back out FRL losses. He will just repurpose them into a new venture
@mikeisaac Rat King on x
meta isn't ditching VR, nor is it necessarily decreasing overall spending since it is HEAVILY on AI. execs are making cuts across different units that arent working while pouring cash into other parts of the business wearables like the Ray-Bans have been a bright spot
@caktusjaxk1 @caktusjaxk1 on x
Meta is basically saying: “Less metaverse. More superintelligence.” •$META reportedly planning ~10% cuts in Reality Labs (VR/metaverse-heavy). •Reality Labs is ~15k people; cuts could land as soon as Tuesday. •AR/smart glasses group largely spared; Ray-Ban glasses reportedly [ima…
@eringriffith Erin Griffith on x
meta does layoffs in its metaverse division. is it too late for meta change its name to llama, ticker symbol LLM https://www.nytimes.com/...
@mikeisaac Rat King on x
Meta to announce cuts of around 10% of its Reality Labs unit, focused mostly on the Metaverse division. cuts could amount to upward of 1,500 people Meta plans to shift that budget into AI and wearables like Meta Raybans story w/ @elitanjourno https://www.nytimes.com/...
@anshelsag Anshel Sag on x
So, with today's layoff announcement, @Meta has now laid off people for five years straight, following a 23% increase in headcount in 2021.
r/technology r on reddit
Meta Plans to Cut 10% to 15% of Employees in Reality Labs Business
@zephyr_z9 @zephyr_z9 on x
Zuck needs to launch a model before creating big brain plans
@joshinvestsai @joshinvestsai on x
This news comes on the same day Apple conceded it was time to start taking AI seriously and integrate Gemini. Sounds like to me that those who fall behind will be forced to pay a bigger price in the long term. If I were to want to be positioned I'd probably want to be in the cr…
@michaeljburry Cassandra Unchained on x
And Meta gives in, throwing away its one saving grace. Watch ROIC crash.
@hd_nvim @hd_nvim on x
@amitisinvesting Yet the announcement barely includes hints about Monetization. except “Daniel will (be)... responsible for .... business modeling”
@thexcapitalist @thexcapitalist on x
$META CLOUD IS COMING. It's the obvious path for $META as it's unlikely that they'll win the foundational model game. Their models will be good but they'll be mostly limited to applications connected to their family of apps. Future of $META is cloud. Couldn't be more bullish. [im…
@amitisinvesting Amit on x
$META so...Zucks going after GCP, AWS, and Azure now? makes sense...all this extra compute...can easily monetize it with the seeming unrelenting demand meta becomes a cloud play? [image]
@mvcinvesting M. V. Cunha on x
🚨 VERY bullish news for AI infrastructure stocks. Mark Zuckerberg just announced a new top-level initiative called Meta Compute. $META plans to build “tens of GWs this decade, and hundreds of GWs or more over time.” I wouldn't be surprised to see another contract with $NBIS. [ima…
@vicinvesting @vicinvesting on x
$META has been down quite a lot over the past few months mainly because of higher-than-expected AI CAPEX outlook, which will impact its margins and FCF in the coming quarters. In my view, this is a temporary headwind. Meta's core social media and advertising business fundamentals…
@tyler__palmer Tyler Palmer on x
@amitisinvesting Meta getting into cloud compute was destined to happen. Helps de-risk the overbuild.
@headinthebox Erik Meijer on x
When I asked Zuck about this when I interviewed in 2013, he said this would never happen ;-0 But I think it is actually a great time to be doing this, if they execute correctly. All the existing Cloud providers are aimed at *human* developers, what Meta should do is to optimize
@the_ai_investor @the_ai_investor on x
Zuck said Meta is planning to build tens of gigawatts this decade, and hundreds of gigawatts or more over time. They are establishing a new top-level initiative called Meta Compute for it. Jensen would be like: 10 of Metas ( xAI, OpenAI, Anthropic, etc.) each needs 100Gw or
@stocksavvyshay Shay Boloor on x
$META is on track to become one of the largest AI compute platforms in the world that's built on top of the most engaged network ever created.

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Sources: Meta plans to lay off ~10% of its 15,000-employee Reality Labs division, disproportionately affecting those working on VR headsets and Horizon Worlds

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