Last episode of the season: Showdown Meta's Smart Glasses vs Data Centers AI Bet

JB's Podcast with Kai and Nia · Nov 17, 2025 · 10m

Send us Fan MailMeta is in a fight against itself it seems, and this is not the first time. Remember the metaverse? For a while, that was the focus and it was a misfire costing billions. Instead of focusing on growing its social media empire. Fast forward to today and it seems the same is playing out: except today it is about AI. Meta has effectively built the successor to the smartphone, and we're not talking about foldables but an entirely new consumer product already with millions in sales i.e. its smart glasses, yet Meta focuses on building the biggest possible data centers. Instead of…