"On Meta's fourth-quarter earnings call with analysts, in January, he predicted that 2025 was going to be a "pivotal year for the metaverse". In July's second-quarter earnings call, the metaverse only warranted one solitary mention in passing, in response to an analyst question about the company's "AI glasses".

In contrast, AI was mentioned 62 times, and another 12 times on a follow-up call, according to AlphaSense. "Superintelligence" got 20 shout-outs."

Normally I skip the images but this one is perfect:

https://www.ft.com/__origami/service/image/v2/images/raw/htt...