What Comes After Mobile? Meta's Andrew Bosworth on AI and Consumer Tech

https://a16z.com/after-mobile-consumer-tech-andrew-bosworth/
  • AR glasses replace phones within 5–10 years per Bosworth.
    • Orion prototype: understands digital inputs + physical surroundings.
    • Social presence (e.g. watching sports together) without physical co-location.
  • AI improves outcomes across every interface simultaneously — unique in tech history.
  • Meta strategy: find real user problems first, apply tech second.
  • AI kills the app model: users request outcomes, AI picks services.
    • Brand loyalty collapses; performance metrics win.
    • “Brand tax” eliminated — new marketplace dynamics emerge.
  • Llama open-source commoditizes foundational AI, strengthens Meta’s platform moat.
  • Biggest adoption risks: always-on sensing, memory augmentation, regulatory backlash.
    • Ecosystem completeness required before smartphones can be displaced.
  • Zuckerberg’s conviction: generational computing shift, requires sustained investment.

David George (GP, a16z Growth) & Andrew Bosworth (CTO, Meta / Reality Labs) · 2025-04-24 · Read on a16z.com

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Added Apr 24, 2025
Modified Apr 20, 2026
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