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Reality Labs & Metaverse Strategy

Coverage of VR/AR developments, Quest hardware, metaverse investments, and virtual world initiatives

The End of Meta's VR Subsidy Era: A Strategic Reckoning for Spatial Computing

By KAPUALabs
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The End of Meta's VR Subsidy Era: A Strategic Reckoning for Spatial Computing

The Platform War Moves to Your Eyewear

By KAPUALabs
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The Platform War Moves to Your Eyewear

Half Is Waste: Meta’s $250B AI Bet Still Can’t Measure Which Half

By KAPUALabs
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Half Is Waste: Meta’s $250B AI Bet Still Can’t Measure Which Half

Meta's Smart Glasses: A Bull Case on 50M Units, Bear Case on Privacy

By KAPUALabs
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Meta's Smart Glasses: A Bull Case on 50M Units, Bear Case on Privacy

Meta's Next Decade: VR Contraction, Memory, and Ad Shifts

By KAPUALabs
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Meta's Next Decade: VR Contraction, Memory, and Ad Shifts

VR in 2026: Developer Exodus, Hardware Wars, and a Market at a Crossroads

By KAPUALabs
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VR in 2026: Developer Exodus, Hardware Wars, and a Market at a Crossroads