Meta is shutting down its VR metaverse

本帖于 2026-03-19 11:49:12 时间, 由版主 lionhill 编辑

Meta is shutting down its VR metaverse

Meta has officially set a date for the end of its virtual reality metaverse experiment. 

Horizon Worlds, the social VR platform that sat at the center of Mark Zuckerberg's 2021 bet on the metaverse, will be removed from Quest headsets on June 15, 2026. The app will disappear from the Quest store by March 31, and a mobile-only version will be all that remains.

The announcement, posted to Meta's community forums, confirmed that popular destinations including Horizon Central, Events Arena, Kaiju, and Bobber Bay will no longer be available in VR starting March 31. 

After June 15, creators will no longer be able to build, publish, or update VR worlds. The platform continues as a smartphone app, but the original vision is gone.

The timeline of Facebook's VR retreat

When Meta changed its name from Facebook in October 2021, Zuckerberg described the metaverse as the next frontier of computing and predicted it would reach a billion users within a decade. 

Horizon Worlds launched later that year as the flagship social experience for Quest headsets. The reality fell well short of the ambition. The platform never drew more than a few hundred thousand monthly active users, a fraction of what would have been needed to justify the investment, per CNBC.

The retreat has been building for months. 

In January 2026, Meta cut roughly 1,500 employees from its Reality Labs division, about 10% of the unit. Three internal game studios were shut down entirely: Sanzaru Games, Twisted Pixel, and Armature Studio. Ouro Interactive, formed in 2023 specifically to build first-party content for Horizon Worlds, saw significant staff reductions. 

Supernatural, the VR fitness app Meta acquired for $400 million in 2023, was moved to maintenance mode with no new content planned.

The June shutdown is the final chapter in a series of cutbacks that had already stripped most of the ecosystem around Horizon Worlds.

Facebook/Meta made a costly bet

Reality Labs, Meta's division responsible for VR hardware, software, and the metaverse, has accumulated roughly $70 billion in cumulative operating losses since 2021, per CNBC. The losses have grown each year. In the fourth quarter of 2025 alone, the division posted an operating loss of $6.02 billion on $955 million in revenue.

The mobile pivot effectively concedes that VR hardware was never going to be the gateway to mass adoption that Meta had envisioned. The company is now targeting the 3.5 billion users on its Family of Apps rather than the roughly 25 million Quest headsets it has sold. 

Where Meta is going instead

The resources being pulled from VR are flowing almost entirely toward artificial intelligence. Meta guided for $115 billion to $135 billion in capital expenditures for 2026, nearly double the $72 billion it spent in 2025, with the vast majority directed at AI infrastructure, data centers, and chips. Zuckerberg described 2026 as the year of “advancing personal superintelligence” in his post-earnings statement in January.

How Meta is redeploying the capital

AI infrastructure: $115 to $135 billion in 2026 capex, nearly double 2025 spending, focused on data centers and chips 

Llama models: Meta's open-source AI model family, with the next frontier model expected later in 2026 

Ray-Ban smartglasses: Over two million units sold, with production capacity being doubled by ethe nd of 2026 

Agentic AI: Enterprise-focused AI workflows through Meta's Superintelligence Labs 

The company's Ray-Ban smartglasses have emerged as the hardware story Meta is now telling investors. Where Quest headsets required users to fully immerse themselves in a virtual world, the glasses enhance the physical world without disrupting it. 

That distinction has proven commercially meaningful in a way that Horizon Worlds never did.

META shares closed at $615.68 on March 18, down

Roblox, the platform Meta positioned Horizon Worlds to compete with, now has more than 150 million daily users without requiring any hardware at all.

Llama models: Meta's open-source AI model family, with the next frontier model expected later in 2026 

Ray-Ban smartglasses: Over two million units sold, with production capacity being doubled by ethe nd of 2026 

Agentic AI: Enterprise-focused AI workflows through Meta's Superintelligence Labs 

The company's Ray-Ban smartglasses have emerged as the hardware story Meta is now telling investors. Where Quest headsets required users to fully immerse themselves in a virtual world, the glasses enhance the physical world without disrupting it. 

That distinction has proven commercially meaningful in a way that Horizon Worlds never did.

META shares closed at $615.68 on March 18, down more than 22% from their 52-week high of $796.25. Wall Street has been broadly supportive of the AI pivot, with a consensus analyst price target around $860, but the stock has traded under pressure as investors weigh the scale of the company's 2026 spending commitments.

What it means for Quest users

For the relatively small but dedicated community that had built a presence inside Horizon Worlds, the shutdown is a concrete loss. Community-made experiences, including social spaces and support groups that had developed a regular following, will not carry over to mobile. 

Meta framed the separation as a way to let each platform grow with greater focus, but the VR community that invested in building there gets nothing in return.

The mobile version of Horizon Worlds will continue, but it functions as a different product aimed at different audience. Whether it can compete in a crowded mobile gaming space against Roblox, which has spent years building its creator economy, is a separate question entirely. 

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绝对是好消息。 -桃花源里人家- 给 桃花源里人家 发送悄悄话 桃花源里人家 的博客首页 (0 bytes) () 03/19/2026 postreply 12:01:36

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