In a move that could have important repercussions across the XR market, Meta has launched a new OS and made important changes to how its XR app store works.
, launching the Meta Horizon OS and making important amendments to the way its Horizon Store for XR apps works. These aren't the kinds of announcements that will draw major headlines and consumer attention like the launch of a new flagship headset would, but in many ways they are just as important for what they say about Meta 's strategy in XR, and for the ripple effects they will have with Meta 's partners and competitors in the space.
What’s interesting is that investors are no longer shaming Mark Zuckerberg for the massive losses by Reality Labs because it now has a competitor in Apple that has validated Meta’s colossal spending. I believe that for as long as Meta’s overall profitability as a company continues to grow, its investors will look the other way when it comes to profitability for Reality Labs.
Finally, Meta has also announced a partnership with Xbox to offer a limited-edition Meta Quest “inspired by Xbox,” which many people take to mean a special color scheme bundled with a controller. I believe Meta’s efforts are just beginning and, if things go well with the first few headsets, we could see a deluge of other partners getting onboard. The only player I wouldn’t expect to participate is Samsung, and that’s only because it is joined at the hip with Google.
By making App Lab apps accessible in the main Horizon Store, Meta will give more developers with new ideas access to the full Meta Horizon ecosystem of Quest 2 and Quest 3 users. Additionally, Meta says that it will only enforce certain minimum technical and content requirements for developers to be eligible for the Horizon Store.
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