Source: The Next Web
Meta's pivot toward robotics operating systems reflects its loss of control over the mobile layer to Apple and Google. By acquiring talent like Lerrel Pinto from Fauna Robotics and investing in embodied AI stacks, Meta is betting that humanoids represent an uncontested platform where it can rebuild OS-level leverage. Mainstream adoption remains years away, with Tesla, Boston Dynamics, and well-funded Chinese competitors ahead. Whoever controls the OS for humanoids controls data flows, app ecosystems, and advertising surfaces. Meta's mixed execution record on hardware platforms and late entry into robotics suggest this is a long-term infrastructure bet masking near-term revenue vulnerability.