Tech
Meta Connect developer conference
(Photo: Andrej Sokolow, Getty Images)
Thick frames, full hearts

Either Zuck or nothing

Do you want chunky glasses called "Orion"? That's what Meta thinks you want.

Jon Keegan

Mark Zuckerberg just wrapped up the keynote address at Meta Connect, the company’s annual developer conference.

Clad in an oversized black T-shirt emblazoned with Latin text reading “aut Zuck aut nihil” (“Either Zuck or nothing”), the Meta CEO ran through several tech demos, suffered some minor glitches, and talked about Dame Judy Dench, avocado smoothies, cattle ranching tips, and showed off some THICK prototype holographic glasses.

Zuckerberg noted that the company’s multi-year effort working on glasses, AI, and mixed reality are starting to bear fruit.

“We can start to see how the future of computing and the future of human connection are going to look, and it's pretty awesome,” said Zuckerberg.

It’s also going to look a little weird! The big reveal at the end of the keynote was a pair of holographic augmented reality glasses called “Orion” that the company has been working on for a decade, according to Zuckerberg.

Meta Orion
Photo: Meta

Unlike Apple’s face-hugging Vision Pro, Orion glasses look like — glasses — albeit so thick they look like they were pulled off the face of a Pixar character.

In a video of people’s reactions, the prototype glasses elicited a chorus of "that’s crazy" from various tech buddies such as digital marketer Gary Vaynerchuk and Nvidia CEO Jensen Huang.

It sounded like Orion wasn’t going to be ready to ship for a long time, probably due to the expense of the novel technology, which uses “tiny projectors in the arms of the glasses that shoot light into waveguides that have nanoscale 3D structures etched into the lenses,” Zuckerberg said. According to reporting from The Verge, the first generation of these expensive glasses will likely never in fact be sold to the public, who will have to wait for Orion’s second generation.

Other demos featured live language translation through Ray-Ban Meta glasses, AI-powered video translations of Instagram Reels, and virtual AI avatars that could answer questions on your behalf for... all your many fans?

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Report: Anthropic cuts off xAI’s access to its models for coding

Competition between the top AI companies is fierce. Top employees are being poached, and companies are training their AI on competitor’s models to stay head of the pack.

Anthropic is taking steps to make sure they aren’t helping the competition in any way. According to tech reporter Kylie Robison, this week Anthropic cut access to xAI developers who were using their Claude models for coding, via the popular Cursor AI coding tool.

Robison reports that xAI co-founder Tony Wu told his team in an email:
“This is a both bad and good news. We will get a hit on productivity, but it rly pushes us to develop our own coding product / models.”

Robison reports that xAI co-founder Tony Wu told his team in an email:
“This is a both bad and good news. We will get a hit on productivity, but it rly pushes us to develop our own coding product / models.”

tech

xAI’s revenue is growing, but so are its staggering losses

Good news: xAI’s revenue nearly doubled to $107 million in the third quarter compared to the second.

Bad news: Its net losses grew to $1.46 billion in Q3, up from $1 billion in the first quarter, and more than 13x revenue, Bloomberg reports.

The company, which is currently worth north of $230 billion, is burning through staggering amounts of cash — nearly a billion dollars a month — in service of building data centers and developing what it calls “self-sufficient” AI that can one day power robots like Tesla’s Optimus. Meanwhile, its revenue still looks more like that of a midsize startup than a tech giant.

Despite receiving more yes than no votes, Tesla’s board didn’t approve a shareholder proposal to invest in xAI, leaving a more formal relationship between the companies unresolved, even as xAI continues to burn cash at a pace that will require steady access to outside capital.

Of course, Elon Musk’s AI company is already deeply financially intertwined with his EV company. In 2024, xAI spent nearly $200 million, largely on Tesla Megapack batteries — a figure that appears to have grown significantly in 2025.

The company, which is currently worth north of $230 billion, is burning through staggering amounts of cash — nearly a billion dollars a month — in service of building data centers and developing what it calls “self-sufficient” AI that can one day power robots like Tesla’s Optimus. Meanwhile, its revenue still looks more like that of a midsize startup than a tech giant.

Despite receiving more yes than no votes, Tesla’s board didn’t approve a shareholder proposal to invest in xAI, leaving a more formal relationship between the companies unresolved, even as xAI continues to burn cash at a pace that will require steady access to outside capital.

Of course, Elon Musk’s AI company is already deeply financially intertwined with his EV company. In 2024, xAI spent nearly $200 million, largely on Tesla Megapack batteries — a figure that appears to have grown significantly in 2025.

tech

Apple’s hardware chief is the front-runner to be the next CEO

The New York Times is the latest news organization to cite Apple sources who think the company’s hardware chief, John Ternus, will be the one to fill CEO Tim Cook’s shoes. Citing people close to Apple, the publication reports that Cook is “tired and would like to reduce his workload” and that 50-year-old Ternus is the most likely to take his place, as the company accelerates its succession planning.

The Times is in good company. Both the Financial Times and Bloomberg have previously said Ternus is the top pick to succeed Cook at the helm of the tech giant, and Ternus is currently enjoying the top spot on prediction markets. His market-implied odds of being the next CEO are currently above 60% on both Polymarket and Kalshi event contracts.

The Times is in good company. Both the Financial Times and Bloomberg have previously said Ternus is the top pick to succeed Cook at the helm of the tech giant, and Ternus is currently enjoying the top spot on prediction markets. His market-implied odds of being the next CEO are currently above 60% on both Polymarket and Kalshi event contracts.

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