Meta元宇宙部门狂裁千人：一醒来就收到邮件，刚入职也未能幸免

量子位01-14

实际上，早在上个月，Meta就已经确认将削减对元宇宙的资源投入，这次这波裁员就是一次具体实践。而被省下来的资源，将被用于AI硬件、可穿戴设备等新兴领域。曾被小扎视为公司未来的元宇宙，现在是又撤资源又裁人，这下不仅OpenAI不Open，连Meta也不Meta了。小扎挥刀砍向元宇宙根据彭博社的消息，此次裁员计划涉及该部门约10%的员工，意味着超过1000个工作岗位将被削减。在知名海外华人社区当中，有...

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AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC"},"translate_title":"Meta's metaverse department laid off thousands of people: I received emails as soon as I woke up, and I was not spared when I first joined the company","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"META":1.96},"content_text":"实际上，早在上个月，Meta就已经确认将削减对元宇宙的资源投入，这次这波裁员就是一次具体实践。而被省下来的资源，将被用于AI硬件、可穿戴设备等新兴领域。曾被小扎视为公司未来的元宇宙，现在是又撤资源又裁人，这下不仅OpenAI不Open，连Meta也不Meta了。小扎挥刀砍向元宇宙根据彭博社的消息，此次裁员计划涉及该部门约10%的员工，意味着超过1000个工作岗位将被削减。在知名海外华人社区当中，有被波及的Meta员工表示，自己是突然间就收到了裁员通知。该社区官方还在小红书表示，甚至有刚入职的员工也未能幸免。网友透露，自己一觉醒来就收到了裁员邮件，Meta给了两个选项，要么拿钱走人，要么在两个月完成内部转岗。作为此次战略收缩中最具标志性的动作，Meta正式关闭了旗下三家颇具声望的VR游戏工作室——曾开发《死侍VR》的Twisted Pixel、制作《阿斯加德之怒》系列的Sanzaru Games，以及负责《生化危机4》VR版移植的Armature Studio。与此同时，VR健身应用Supernatural也被按下了暂停键，团队将停止开发新内容与功能，仅维持现有产品的日常运营。伴随着工作室的关停，Meta的VR内容策略发生了根本性变化。Oculus Studios总监Tamara Sciamanna在内部备忘录中定调，尽管游戏仍是生态系统的基石，但投资重心将从重度自研全面转向生态合作。未来，Meta将不再通过收购或组建庞大的内部团队来生产内容，而是依赖第三方开发者和合作伙伴来支撑平台的内容供给，以此显著降低第一方开发的巨额成本并分散市场风险。在硬件组织架构层面，虽然VR硬件部门得以保留，但其运营逻辑已彻底改变。首席技术官Andrew Bosworth宣布，该部门将改组为通过更精简、更扁平的组织架构来运行，不再追求过去那种激进的扩张性投入。与此同时，裁员节省下来的资金有了明确的战略去向。鉴于Ray-Ban Meta智能眼镜的市场表现超出预期，Meta正与合作伙伴进行紧密磋商，计划激进地扩大产能，双方的目标是在2026年底前将智能眼镜的年产能提升至2000万台以上。这种向高增长领域倾斜的战略意志，在Horizon团队的转型中也得到了体现。曾被小扎视为元宇宙专属领地的Horizon不再固守VR头显，Bosworth确认其软件团队和开发资源将几乎完全转移至移动端。累计亏损700亿美元此次战略大调整的根源，首要归因于现实实验室部门长期以来“失血”严重的财务状况已触。自2021年公司更名并全力押注元宇宙以来，Reality Lab已累计亏损超过700亿美元，却始终未能建立起能够覆盖巨额研发成本的营收模型。面对如此惊人的成本，管理层深刻意识到，公司已无力维持这样一个长期缺乏造血能力的业务板块，必须通过强行止损来恢复整体的财务健康度。在财务止损的紧迫感下，雷朋智能眼镜超出预期的市场表现成为了决定资源流向的关键变量。与VR头显在主流消费市场屡屡碰壁不同，这款轻量化设备成功验证了“无屏幕AI载体”的可行性，被扎克伯格确认为承载其AI助手愿景的最佳物理形态。促使Meta放弃全面进攻元宇宙的另一个外部因素，是昔日预想的“全行业技术军备竞赛”并未如期成型。扎克伯格原本寄望于通过与其他巨头的同台竞技来共同催熟市场，但现实是竞争对手纷纷退潮。微软早先关闭了旗下的虚拟社交平台并大幅收缩混合现实团队，迪士尼也解散了其元宇宙战略部门。同行们的集体撤退导致Meta陷入了“独木难支”的境地，独自承担全行业的市场教育成本与技术探索风险在商业逻辑上已不再成立。这种在行业中孤军奋战的尴尬局面，直接加剧了资本市场的质疑与施压。华尔街投资者和分析师长期将该部门视为资源的“漏水桶”，不断抨击其糟糕的投入产出比，并要求公司立刻纠偏。随着生成式AI浪潮的爆发，将资金从回报遥遥无期的元宇宙愿景，转向具备即时商业价值和技术爆发力的AI及移动端业务，成为了唯一理性选择。最终，上述所有因素共同指向了一个无法回避的结构性矛盾——早期激进扩张留下的组织臃肿与实际疲软的市场需求严重脱节。在元宇宙概念最火热时，Meta为了应对假想的竞争而建立了庞大的建制，储备了过剩的人才资源，但现实中缓慢增长的VR市场根本无法消化如此规模的团队。因此，此次裁员不仅是财务层面的止损，更是一次迟来的组织“矫正”。战略调整，Meta转向AI此次大裁员的背后，是Meta从元宇宙优先向全面押注AI的战略转向。扎克伯格已明确表示，AGI是公司未来的核心目标。为了支撑这一极度依赖算力的战略，Meta新成立了名为“Meta计算”的部门，专门负责统筹全公司的基础设施建设。为了确保这条昂贵的转型之路能走得通，Meta核心业务也进行了智能化改造。生成式AI技术正被深度整合进旗下应用中，利用更精准的推荐算法来提升广告系统的效率，为底层算力设施和未来硬件的长期投入提供稳定的现金流支持。在这一新战略下，硬件的定位也发生了根本性变化，智能眼镜被重新定义为AI助手的“感官”。这标志着Meta正式放弃了死守全息技术成熟的被动策略，转而利用现有的轻量化设备快速占领用户面部这一关键位置。伴随着硬件形态的变化，用户与设备的交互方式也在更新。现实实验室正在逐步放弃以手柄操作和在虚拟空间漫游为主的交互逻辑，转而确立以“视觉识别加语音指令”为核心的新标准。Meta希望通过这种方式，打造出能够全天候佩戴、随时调用的随身智能助理，让用户无需动手就能通过自然语言与AI协作。归根结底，这一系列调整反映了通用人工智能在公司战略中优先级的提升。在新的逻辑下，无论是基础设施的投入还是业务线的重组，都是为了更好地适配AI技术的发展需求。Meta当下的重心，是确保智能技术能够渗透进各个业务环节，从而让AI成为推动公司未来发展的核心动力。参考链接：[1]https://www.bloomberg.com/news/articles/2026-01-13/meta-begins-jobs-cuts-after-shifting-focus-from-metaverse-to-phones[2]https://www.bloomberg.com/news/articles/2025-12-04/meta-s-zuckerberg-plans-deep-cuts-for-metaverse-efforts[3]https://www.theverge.com/news/861420/meta-reality-labs-layoffs-vr-studios-twisted-pixel-sanzaru-armature一键三连“点赞”“转发”“小心心”欢迎在评论区留下你的想法！—完—量子位智库2025年度“AI 100”榜单正式开启招募！和我们一起在日新月异的AI产品市场中厘清背后脉络，把握未来动向，找到真正代表中国AI实力的巅峰力量 一键关注  点亮星标科技前沿进展每日见","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"executive","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2603223690?edition=full&lang=zh_cn","isCrawlerRequest":true}