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Meta will release a high-end headset in 2022, two more Quest headsets over the next two years, and another high-end headset (codenamed Arcader) in 2024.
What happened: Meta released a high‑end headset (Quest Pro) in 2022 and another Quest headset (Quest 3) in 2023, matching part of the prediction; a second Quest headset and the 2024 high‑end codenamed "Arcader" have not yet materialized.
Verify at source ↗I think Apple is very formidable. No one's going to dispute that, right? I mean, they've, they've done amazing stuff and they, they own the operating system. Yeah. I mean, I think Apple is incredible. I don't, I don't, I'm not saying that that means that Facebook will fall, but I do think Facebook has a lot of big challenges ahead of it. And it's, um, you know, it's DNA as in software. Again, I don't think anyone would dispute that.
I think there is a lot of attention on this division. Um, it's, you know, more than 10,000 people I believe are in a working in reality labs, which again is the part of Facebook that does the AR and VR work. Um, they have a metaverse team, so they, they're, they're constantly growing. They're investing a lot of money into this area, into this work. Um, they're losing a lot of money too. And that's the, that's the result of, of all this, um, energy, but they, there is buzz around it. I think peop
they don't proactively come to me with these stories. They're not saying, Hey, write a story about the roadmap, right? Because they don't discuss internal products or the unannounced products. They don't provide that level of detail.
the timelines on their other devices, the AR glasses that Alex reported on, the smartwatch that they're developing, the Ray-Ban glasses that I previously reported on these, these products have all been delayed. The roadmaps have all been pushed out.
the reality is, building hardware products is extremely complicated.
I think the timeline is ambitious. And I think we've seen from Facebook that these timelines are sometimes not met.
the business model is around, um, they take a, they take a cut from the app store and they might build out an advertising business, but around it, although that's, you know, very, very early stages, there's no real activity there.
it's being marketed or pitched by Facebook as a device for the future of work. Mark Zuckerberg spoke about this and earnings last week. We talked about it, um, being a replacement for the laptop, right? So you can use it ideally to, uh, use email to code, to, um, attend virtual meetings. And, you know, this idea that, um, we will be working in a different way in the metaverse that's core to the sort of whole idea of the metaverse. And so, uh, my reporting showed that people inside reality labs,
the main selling point of this device is that it, um, has full color pass through. So you're able to, um, you know, pass through is when you can step outside your, your VR environment and have a real time view of, of, of your surroundings. So that's, um, that's quite advanced technology and this device is offering it.
According to my reporting, um, sources said it would be around $7.99, but a meta spokesperson said, and this is in the story, that it would be significantly higher than that.
that's quite an ambitious timeline because they want to essentially release a sort of high-end product followed by a more accessible, um, lower cost product and so on and so forth, and get into that cadence of regular releases in the same way that say an Apple does with its phones.