
Analysis | Opinion
Where Zuckerberg went wrong with the metaverse strategy
AI
Leon Wilfan
Jan 19, 2026
17:30
Meta’s (META) metaverse vision didn’t fail because the idea was strange.
It failed because the timing, the technology, and the way it was sold never lined up with how people actually behave.
The latest layoffs inside Reality Labs and the quiet shutdown of VR studios mark the moment this reality became impossible to ignore.
Mark Zuckerberg framed the metaverse as the next version of the internet.
Work, play, meetings, and social life would move into shared virtual spaces.
Avatars would replace profiles. Headsets would replace screens.
The company spent tens of billions of dollars chasing that future.
Five years later, Meta is cutting VR staff, shelving third-party headsets, and moving money into AI and smart glasses. Something clearly went wrong.
The first mistake was overpromising.
Zuckerberg showed polished videos that looked like science fiction brought to life.
Those videos set expectations that current hardware could not meet.
The actual product felt clunky, cartoonish, and unfinished.
Users logged in and saw empty worlds, stiff movement, and graphics that looked closer to a game demo than a new digital universe.
When reality misses the promise by that much, people leave fast and rarely come back.
The second problem was friction and comfort.
The metaverse required people to wear bulky headsets for long periods.
That alone limited how often and how long users stayed inside.
Even the best headsets feel heavy, warm, and isolating.
Most people do not want to strap something to their face to check messages, meet coworkers, or relax after work. That behavior never scaled, and shipment data confirmed it.
Global VR headset sales fell in 2025 instead of growing.
Meta bet on software that never found its audience.
Horizon Worlds aimed to become a social hub, but it struggled to feel alive.
Users did not show up organically, and creators did not build must-have experiences.
Without content, platforms stagnate. Without people, social spaces collapse.
No amount of internal funding can fix that dynamic once momentum disappears.
Another mistake was the assumption that the metaverse needed to arrive all at once.
Meta tried to jump straight to a fully immersive future instead of letting habits evolve gradually.
The smartphone era succeeded because it fit into daily life step by step.
The metaverse asked users to change everything at once. That leap proved too large.
Meanwhile, the world changed around Meta.
Artificial intelligence moved from promise to product.
AI tools showed up inside apps people already use.
They improved photos, search, writing, and customer support without demanding new hardware or behavior.
Compared to that, the metaverse started to feel like a solution looking for a problem.
The recent layoffs make the shift official.
Meta now redirects resources toward AI-powered glasses and wearables.
Those products build on lessons learned from VR but remove the biggest barrier: isolation.
Glasses keep people in the real world while adding useful digital layers. That direction fits how people already live.
This does not mean the metaverse idea disappears forever.
It means Meta tried to force it too early and too loudly.
The company built impressive hardware, sold millions of headsets, and advanced display and tracking technology.
Those investments now support smarter, lighter products with clearer use cases.
Where Meta’s metaverse vision went wrong was not ambition.
It was assuming that technology alone could change human behavior on command. The market just answered that assumption, and Meta is finally listening.
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