Tech Giants Shift Focus: AI and Wearables Take Center Stage
Several major technology companies signaled a significant shift in their strategic priorities during recent earnings calls, with artificial intelligence and wearable technology emerging as key areas of focus. Meta CEO Mark Zuckerberg announced a renewed emphasis on AI, envisioning it as the future of social media, while also highlighting the rapid growth of the company's AI-powered smart glasses. Meanwhile, Microsoft revealed that Windows 11 reached 1 billion users faster than Windows 10. In the electric vehicle sector, Tesla CEO Elon Musk announced the discontinuation of the Model S and Model X to make room for robots.
Zuckerberg stated during Meta's Q4 2025 earnings call on Wednesday that the company is doubling down on AI wearables and its own AI models after pivoting its Reality Labs investments away from the metaverse. "It's hard to imagine a world in several years where most glasses that people wear aren't AI glasses," Zuckerberg said, drawing a parallel to the smartphone revolution. He noted that Meta's glasses sales tripled in the last year, positioning them as potentially one of the fastest-growing consumer electronics in history. Zuckerberg also expressed his belief that AI will become the next big media format, making social media feeds more immersive and interactive. "We started with text, and then moved to photos, then video," Zuckerberg said.
Microsoft CEO Satya Nadella announced on the company's fiscal Q2 2026 earnings call that Windows 11 reached 1 billion users during the recent holiday quarter. "Windows reached a big milestone, 1 billion Windows 11 users," Nadella said. According to The Verge, this milestone was reached faster than Windows 10.
In other news, Tesla CEO Elon Musk announced that the company will discontinue the Model S and Model X in the second quarter of 2026 to make room for robots. According to The Verge, Musk provided no prior warning of the cancellations, making it an abrupt end for Tesla's two original flagship EVs.
In personnel news, Sebastiaan de With, co-founder of Lux and known for his work on apps like Halide, Kino, and Orion, is joining Apple's design team. De With announced the move, stating he was "so excited to work with the very best team in the world on my favorite products."
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