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Meta CTO: 2025 is a ‘Make or Break’ Year for Meta’s XR Ambitions, Internal Memo Reveals

February 4, 2025 From roadtovr

Meta CTO Andrew Bosworth released an internal memo to employees, stating 2025 is going to be “the most critical year” for the company’s XR efforts yet, Business Insider reports.

Titled “2025: The Year of Greatness”, the memo (seen below) largely takes an inspirational tone, urging Reality Labs employees to do “the best work of your career right now.”

Bosworth, who also leads the company’s Reality Labs XR division, offers hope and motivation for teams to succeed, stating the company needs to “drive sales, retention, and engagement across the board but especially in MR.”

Bosworth also puts emphasis on the success of Horizon Worlds, Meta’s cross-platform social XR platform, noting the mobile version of the app “absolutely has to break out for our long term plans to have a chance.”

Image courtesy Meta

While inspirational, the memo also offers an existential warning:

“This year likely determines whether this entire [XR] effort will go down as the work of visionaries or a legendary misadventure,” Bosworth says.

“On paper 2024 was our most successful year to date but we aren’t sitting around celebrating because know it isn’t enough,” he continues. “We haven’t actually made a dent in the world yet. The prize for good work is the opportunity to do great work.”

This follows news of a leadership shakeup at Reality Labs, announced by Bosworth last week in a leaked internal forum post obtained by Business Insider.

The post included info that Meta CTO Reality Labs COO Dan Reed is being replaced by Meta COO Javier Olivan, and that Reality Labs will work more closely with the company’s core business, as Bosworth stated the division has become “a positive driver for Meta’s overall brand.”

Late last month, Meta’s quarterly financial report revealed that Reality Lab saw its best ever Q4 revenue but, like in quarters past, it coincides with equally growing costs, which amounted to a record $1.08 billion in quarterly revenue, but also quarterly costs of $6.05 billion, making for quarterly loss of $4.97 billion.

Reality Labs is responsible not only for its Quest platform, its related services and research and development, but also Ray-Ban Meta Smart Glasses, which are built in collaboration with EssilorLuxottica.

Now in its second generation, the device has proven successful it’s prompted Meta to not only extend its partnership with the French-Italian eyewear conglomerate into 2030, but also reportedly produce a premium pair of the smart glasses with a built-in display, tapped to launch sometime this year.

Here’s Bosworth’s full memo:

2025: The Year of Greatness

Next year is going to be the most critical year in my 8 years at Reality Labs. We have the best portfolio of products we’ve ever had in market and are pushing our advantage by launching half a dozen more AI powered wearables. We need to drive sales, retention, and engagement across the board but especially in MR. And Horizon Worlds on mobile absolutely has to break out for our long term plans to have a chance. If you don’t feel the weight of history on you then you aren’t paying attention. This year likely determines whether this entire effort will go down as the work of visionaries or a legendary misadventure.

I’ve been re-reading “Insanely Great,” Steven Levy’s history of the Macintosh computer. If you haven’t read it the book chronicles the incredible efforts of individuals working in teams of 1-3 to build a device that more than any other marked the consumer era of personal computing. What I find most fascinating about it is the way that even people who left the program on bad terms (it was not particularly well managed) speak about the work they did there with an immense sense of pride. There was a widespread cultural expectation, set by none other than a young Steve Jobs, that the work needed to be “insanely great.”

On paper 2024 was our most successful year to date but we aren’t sitting around celebrating because know it isn’t enough. We haven’t actually made a dent in the world yet. The prize for good work is the opportunity to do great work.

Greatness is our opportunity. We live in an incredible time of technological achievement and have placed ourselves at the center of it with our investments. There is a very good chance most of us will never get a chance like this again.

Greatness is a choice. Many people have ben at the precipice of opportunity and failed to achieve. For the most part they failed to even challenge themselves.
You should be doing the best work of your career right now. You should be pushing yourself to grow where needed and doubling down on your strengths. When you look back on this time I want you to feel like you did everything in your power to make the most of it.

You don’t need big teams to do great work. In fact, it may make it harder. One trend I’ve observed the last couple of years is that our smaller teams often go faster and achieve better results than our more generously funded teams. Not only that, they are much happier! In small teams there is no risk of falling into bad habits like design by committee. You should be so focused on results that being in a bunch of docs or meetings is too frustrating to bear.

The path is clear. You don’t need to come up with a bunch of new ideas to do this great work. Most people in the organization just need to execute on the work laid out before them to succeed. It is about operational excellence. It is about master craftsmanship. It is about filling our products with “Give A Damn”. This is about having pride in our work.

I will close with an Arnold Glasow quote: “Success isn’t a result of spontaneous combustion. You must set yourself on fire.” 2025 is the year. Let’s be on fire.

Filed Under: Meta Quest 3 News & Reviews, News, XR Industry News

Meta’s VP of XR is Departing the Company Citing Family Health Concerns

February 3, 2025 From roadtovr

Meta’s VP of XR, Mark Rabkin, is departing the company after leading its XR efforts for more than four years. Rabkin cites family health issues as the primary driver for his departure.

Today Mark Rabkin announced his plan to leave the company in March. In his public announcement he said, “devs and fans [of XR]—I will leave you in good hands. More to come.” Which likely means we’ll soon learn who will take over the role in his place.

As Meta’s VP of XR for the last four years, Rabkin oversaw the launch of Quest 3, Quest 3S, and the latest platform developments, like Quest’s software rebranding to Horizon OS, the assimilation of App Lab into the Horizon OS store, and a significant push toward mixed reality and spatial computing on the company’s headsets.

Though Rabkin was VP of XR for some four years, he says he’s been at Meta for 18 in total, where he had started in 2007 as a “rowdy, slightly cocky, fresh-faced backend infrastructure C++ engineer in my twenties.”

According to his LinkedIn, Rabkin worked his way up to VP positions over the following decade. He joined the XR side of the company in 2019, first as the VP of XR Experiences before eventually becoming the VP of XR overall.

Filed Under: News, XR Industry News

Mindshow Unveils Enterprise Virtual Production Suite for XR Animation, Former Hulu Executive Signs on as COO

January 31, 2025 From roadtovr

Mindshow, the real-time CG animation company, unveiled its virtual production platform for enterprise partners looking to use XR headsets to speed up the animating process. The company additionally announced the appointment of David Baron as Chief Operating Officer, a founding executive at Hulu, and industry veteran of Fox Digital Media, Paramount, and Microsoft.

You might have heard of Mindshow when it first launched on Steam in 2017, giving anyone with a PC VR headset the ability to animate and capture everything from short skits to entire shows thanks to its virtual production tools. The app was delisted from Steam in 2020, ostensibly pointing to the company’s ambition to turn its once consumer-oriented platform into a enterprise toolset.

Now, Mindshow has unveiled that enterprise production suite, which allows select industry partners to animate in virtual studio sets using XR headsets, including Apple Vision Pro and Meta Quest, merging real-time rendering with “asset ingest and character animation tools accessible across the entire production pipeline—from storyboarding to final pass,” the company says in a press statement.

Before its platform unveiling, Mindshow worked with a number of brands to create promotional videos and narrative content for Barbie, Hot Wheels, Monster High, and Enchantimals, as well as a slew of Cameos from Cheetos mascot Chester Cheetah.

While the company says it will continue to offer its full-service production studio though its Los Angeles-based location, the Mindshow platform is now available for licensing to select entertainment companies, sports organizations, and consumer brands.

The studio says Mindshow features proprietary lip-sync technology which converts pre-recorded audio into stylized animated facial performances and character movements. It also includes virtual studio cameras for in-app capture, motion capture for real-time character expression, and asset integration, allowing companies to rig existing 3D models for quick animation.

“Every step of animation requires a specialized tool—from assets to previsualization to rendering and review. This technical fragmentation bottlenecks creativity costing production teams time and money,” said Sharon Bordas, CEO of Mindshow. “Mindshow is purpose-built to integrate a growing ecosystem of virtual production capabilities as rapidly as cutting-edge content tools and technology hit the market, making studio-quality animation immediate and intuitive through a single platform.”

The company says its recent addition of streaming veteran David Baron as COO “underscores Mindshow’s commitment to scaling its enterprise software platform.”

Baron notes that Mindshow helps bands “move from concept to delivery in one production cycle, turning characters into multi-platform properties across social, streaming, previsualization, and beyond.”

Filed Under: News, XR Industry News

Meta Reality Labs Saw Record Quarterly Revenue in Q4 2024, But Also Record Costs

January 29, 2025 From roadtovr

In its quarterly financial results today, Meta revealed that its Reality Lab division saw its best ever Q4 revenue but, as before, this coincides with equally growing costs.

Meta’s Reality Labs division houses its metaverse and XR groups, and some of its AI initiatives.

During its Q4 2024 earnings call, Meta revealed that Reality Labs reached a record $1.08 billion in quarterly revenue, but also had its biggest quarter in terms of costs at $6.05 billion, resulting in a quarterly loss of $4.97 billion. This just barely beats the division’s previous revenue record of $1.07 billion in Q4 2023, and significantly beats it’s largest quarter for costs of operation in Q4 2023 at $5.72 billion.

During the company’s Q4 2024 investor earnings call, CEO Mark Zuckerberg said that the “number of people using Quest and Horizon [Worlds] has been steadily growing,” and also that he believes 2025 is the year the company’s investments in improving the look and feel of Horizon Worlds will begin to pay off.

Regarding Q4 2024, however, Zuckerberg alluded to Meta’s Ray-Ban smartglasses as the main driver of the revenue milestone, saying that “Meta Ray-Ban are a real hit.”

But revenue is only half of the story, as Reality Labs’ growth in costs have far exceeded its growth in revenue. In Q4 2024, the division cost the company $6.05 billion to run. When offset by its revenue, that still puts the Reality Labs $4.97 billion in the red for Q4 2024.

To date, Meta has spent a whopping $69 billion on Reality Lab since Q4 2020, but it has only brought in $9.19 billion in the same period.

While the numbers are staggering, Zuckerberg continues to insist that Reality Labs costs are long-term investments that will eventually pay off; he’s previously warned investors that Reality Labs’ costs would continue to grow, and ultimately might not flourish until the 2030s.

Filed Under: XR Industry News

Google Acquires Vive Engineering Talent for $250M, Raising Questions About HTC’s Next Move

January 23, 2025 From roadtovr

Google has acquired a number of HTC’s XR engineers for $250 million, something the company says will “accelerate the development of the Android XR platform across the headsets and glasses ecosystem.”

Google’s announcement of Android XR last month represents a critical shift in the competitive landscape, as Samsung will ostensibly be the first to launch a headset running Android XR. Excitement for familiar faces offering up competition in the consumer XR space was tempered somewhat by the usual questions surrounding Google’s ability to commit to the project long-term.

While Google has addressed some of those underlying concerns in a Road to VR exclusive, which you can read more about here, that doesn’t reduce the laundry list of products and services killed by the company over the years, one of which includes Google Daydream, the company’s first real attempt at entering the XR space proper back in 2016.

Google Daydream View (2017) | Image courtesy Google

Now, Google announced it’s signed an agreement with HTC to acquire a number of HTC’s XR engineers for $250 million. The details of the agreement are still thin, although it’s possible Google is tapping HTC for its hardware talent in a bid to secure a more solid foundation in the modern XR segment.

“We’ve been investing in XR for more than a decade, and just last month introduced the Android XR platform with our strategic industry partners,” Google says in the announcement. “Today we signed an agreement to welcome some of the HTC VIVE engineering team to Google, which is subject to customary closing conditions. They are an incredibly strong technical team with a proven track record in the VR space, and we are looking forward to working with them to accelerate the development of the Android XR platform across the headsets and glasses ecosystem.”

Strangely enough, this isn’t the first time Google paid top dollar for HTC engineers. In 2017, the company shelled out a princely sum to gut HTC of its smartphone engineering talent, amounting to $1.1 billion. One year later, HTC merged its smartphone and VR divisions, which signaled HTC was putting increased emphasis on its XR ambitions.

Since the details of the deal aren’t public, where that leaves HTC for now is still a mystery. The Taoyuan, Taiwan-based company is principally involved in producing XR headsets for enterprise and prosumers, such as its latest headset Vive Focus Vision, a $1,000 standalone mixed reality headset that packs in a mishmash of specs from Vive Focus 3 (2021) and Vive Elite XR (2023).

That said, HTC has dabbled with non-XR devices in the recent past, although very little to hang its hat on. In 2018, the company released HTC Exodus 1, the crypto-phone that seemed encouraging enough for the company to release its follow-up one year later. In 2019, it released an at-home 5G hub, which capitalized on the first wave of buzz surrounding 5G. None of those devices are currently being sold by HTC, so we’ll just have to wait and see.

Filed Under: News, XR Industry News

Snap Makes Spectacles AR Glasses More Affordable for Students & Teachers

January 23, 2025 From roadtovr

Snap, the company behind Snapchat, is making its latest Spectacles AR Glasses more affordable to students and teachers with a new educational discount that cuts the $1,200 launch price in half.

Initially released in September 2024, the company’s fifth-gen Spectacles (called Spectacles ’24) are primarily targeted at developers, priced at $100 per month for a one-year commitment.

While Snap’s latest AR glasses made some key improvements over the fourth-gen device released in 2021, including a wider field-of-view, better resolution, the addition of hand-tracking, and an overhaul to its software stack, the price seems to have been a sticking point for students and teachers looking to build and learn about AR apps.

Snap Spectacles ’24 | Image courtesy Snap Inc

Now, the company is rolling out a new student discount that cuts the total price of Spectacles in half—just $49.50 a month for 12 months ($594), or a single payment of $594 and an additional $49.50 payment one month after ($643.50).

Those interested in nabbing the deal need a .edu email address, or other email address from an accredited educational institution. Students and teachers in all supported regions can take advantage of the discount too, which includes the US, France, Germany, Spain, Italy, Austria, and the Netherlands.

You can learn more about about Snap’s latest Spectacles in our deep dive explainer from last year, including specs, capabilities, and software.

Filed Under: News, XR Industry News

Samsung Shows First Glimpse of Near-final Android XR Headset, But No Controllers Yet

January 23, 2025 From roadtovr

Samsung Unpacked didn’t have any big XR revelations this year, although the South Korean tech giant has finally shown off the near-final version of its Android XR headset, codenamed Project Moohan.

We went hands-on with Moohan at the headset’s unveiling last month, the company’s upcoming mixed reality headset built on the newly announced Android XR platform.

At this year’s Unpacked, we were holding out hopes to see a more detailed look at Project Moohan and maybe even controllers, which so far haven’t made an appearance. We were also hoping to confirm rumors of a device reportedly aiming to rival Ray-Ban Meta Smart Glasses.

While none of those things materialized, Samsung did show off a near-final version of Moohan, safely positioned out of reach. So no demos beyond those early, closed door hands-ons allowed last month. Check out the video below, courtesy of The Verge:

Drawing design and software cues from Meta Quest and Apple Vision Pro, the device features a rigid strap, eye-tracking, pancake lenses, and ergonomic design, which we thought was pretty close to Quest Pro in terms of comfort.

Though not as advanced as its competitors in field-of-view or lens quality, Moohan excels in AI integration. Powered by Google’s Gemini AI, the headset offers real-time contextual assistance, memory retention, and immersive functionality, making it a significant contender in the MR space.

Moohan is expected to launch sometime this year (and hopefully have an actual name). In the meantime, you can learn more about Project Moohan in our detailed hands-on, which discusses everything from our impressions of the hardware to its integration of Android XR.

Filed Under: android vr, News, XR Industry News

Meta Reportedly Plans Smart Glasses with Display, Targeting 2025 Release at Premium Price Point

January 22, 2025 From roadtovr

Even with onboard AI, Ray-Ban Meta Smart Glasses aren’t as smart as they could be, since the glasses lack any sort of display for doing simple tasks, like reading incoming messages. Now, a report from Bloomberg’s Mark Gurman maintains Meta is not only looking to expand its line of smart glasses with the inclusion of a sportier model this year, but also a high-end model that includes a built-in display.

According to sources familiar with the situation, the report maintains that Oakley-branded smart glasses designed for athletes are set to launch this year. Additionally, Meta’s Reality Labs is reportedly preparing to release a new pair of high-end smart glasses featuring a built-in display, targeted for a 2025 debut.

Reportedly codenamed ‘Hypernova’, the high-end smart glasses will again be built in collaboration with EssilorLuxottica, the French-Italian creator of a host of eyewear brands, including Ray-Ban, Oakley, and Persol.

It’s also reportedly expected to cost around $1,000—a fair sight beyond the current model of Ray-Ban Meta smart glasses, which start at $300.

Meta’s Orion AR Glasses Prototype | Image courtesy Meta

The report also makes mention of touch-sensitive frames or wrist strap controls as input methods, the latter of which was shown off with Meta’s Orion AR glasses prototype.

Provided reported details are true, the effort represents Meta’s next step in creating all-day AR glasses. Unlike Orion however, Hypernova is said to include a “small display,” according to a Financial Times report from December, which would likely to be used to show notifications or responses from Meta’s virtual assistant—not the sort of full-featured, stereo depth overlay expected from AR glasses.

If you wan to learn more about the differences between AR glasses and smart glasses, check out our handy primer.

Meta’s rumored next-gen smart glasses also represents a heating up of the segment. It was reported in December that Samsung would be unveiling its own smart glasses this month to rival Ray-Ban Meta.

The potential Samsung smart glasses reveal is rumored to take place at its January 22nd Unpacked 2025 event, where the South Korean tech giant is also expected to officially announce its line of Galaxy S25 smartphones.

Filed Under: News, XR Industry News

Meta & Plessey Announce Super Bright, High-efficiency Red MicroLED: an Important Piece in All-day AR

January 16, 2025 From roadtovr

Meta announced in 2020 it was working with UK-based AR display maker Plessey, which was tapped to provide Meta with AR displays over the course of multiple years. Now the companies have announced they’ve developed what they’re deeming “the world’s brightest” red microLED display for AR glasses.

Plessey and Meta say the new red microLED display offers brightness up to 6,000,000 nits at high resolution (<5um>

Blue GaN microLEDs are traditionally more efficient and brighter, while green GaN microLEDs are slightly less efficient than blue, but typically much more efficient than red. All three should be balanced to create a full-color, high-performance AR display, making red color output a limiting factor.

“With the world’s brightest red microLED display, we are one major step closer to making AR glasses a mainstream reality,” says Dr. Keith Strickland, CEO of Plessey, who calls it “a major breakthrough in the development of AR technology.”

Meta’s Orion AR Glasses Prototype | Image courtesy Meta

“We are building the future of human connection and the technology that makes it possible,” says Jason Hartlove, Vice President of Display and Optics at Meta’s Reality Labs. “These types of breakthroughs are crucial to build AR glasses that help people stay more present and empowered in the world with a form factor people actually feel comfortable wearing. Our work with Plessey has pushed the boundaries of what’s previously been possible, and it’s only the beginning–the future is starting to look up.”

As part of its long-term commercial agreement, Plessey says it’s continuing to work with Meta by dedicating its manufacturing operations to support the development of prototypes and new technologies for potential use in the XR category.

This follows the unveiling of Meta’s AR glasses prototype Orion last September, which includes a purported 70 degree field-of-view, silicon carbide waveguides, custom silicon, microLED projectors, wrist-worn electromyography (EMG) band used for hand-tracking, and external wireless compute unit that slips into your pocket.

Although Meta isn’t commercializing Orion, following its unveiling at Connect 2024 Meta CTO and Reality Labs chief Andrew Bosworth said the company will make its AR consumer tech available sometime before 2030, noting that the company aims to make them “affordable and accessible at least in the space of phone, laptop territory.”

Filed Under: AR Development, AR News, News, XR Industry News

Vision Pro Knock-off Gets High Praise From Former Quest Engineer

January 10, 2025 From roadtovr

Wait, Apple Vision Pro doesn’t come in black, does it? Nope, but Play For Dream MR does. And with what some are calling the ‘Android Vision Pro’, owing to its Android-based OS, Play For Dream seems to have turned some heads at CES 2025 this past week.

Initially launched in Asia last year, China-based headset creator Play For Dream had its sights on bringing the heavily Vision Pro-inspired mixed reality headset to the West. Launching a Kickstarter campaign in September, Play For Dream MR went on to garner $2,271,650.00 Hong Kong dollars (~$292,000 USD).

Play For Dream MR has packed in a laundry list of modern XR features, including a Snapdragon XR2+ Gen 2 chipset running Android 15, dual 3,840 × 3,552 micro-OLED displays (90Hz), eye-tracking, auto IPD adjustment, wired and wireless PC streaming, and also a Quest Pro-inspired rear-mounted battery and Touch-style controllers.

In short, the headset appears to have it all—even Vision Pro’s user interface.

Design inspirations aside, former Quest engineer Amanda Watson got a chance go hands-on with Play For Dream’s MR headset, noting in an X post it was “absolutely the best all around HMD demo I saw on the floor today.”

“It is quite literally an ‘Android Apple Vision Pro’. but the execution was excellent. Great performance, optics, UI and media capture/playback features,” Watson continues, who departed Meta in 2022.

During her time at Meta/Oculus, Watson worked on a number of Quest-related projects, including both the tethered Link and the company’s Wi-Fi streaming tool, Air Link. At one time, she was the sole developer of Air Link for 13 months prior to its release. So when Watson says something is good, it probably is.

“It has USB and wireless PCVR streaming (I tried USB) — this was more [work-in-progress] quality (frame rate and latency) compared to other features, but it’s a relatively recent feature [as I understand it]. The basics like controller motion were nailed down and resolution was solid.”

Image courtesy Play For Dream

Furthermore, Watson reports its Touch-style controllers were “also very good. They said hand tracking exists, but they didn’t demo it.” Notably, the headset’s pancake lenses had “excellent distortion correction,” which Watson says is “the biggest thing to me personally.”

Established in 2020 under the name YVR, Play For Dream has already launched two generations of standalone VR headsets, its YVR 1 and YVR 2, both of which were released in China in 2022.

Play For Dream MR doesn’t have a firm release date or pricing yet, however the company has said it will come in under $2,000. For more, check out Play For Dream’s website for detailed specs and ordering opportunities when they arrive.

Filed Under: News, PC VR News & Reviews, XR Industry News

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