4/ META gutting itself for AI: 8K jobs cut May 20 + 6K open roles cancelled = 14K positions gone. 7K employees forcibly reassigned to AI teams. AI capex raised to 25-145B (up from 2B in 2025). 20% workforce cut expected this year.
3/ Hardware: Gemini smart glasses w/ Samsung, Warby Parker, Gentle Monster — later this year. Works on Android AND iOS. Android Halo shows what agents do in background. Googlebook laptops with new OS + Magic Pointer.
2/ More Google: Search AI redesign w/ multimodal inputs. AI Mode hit 1 BILLION monthly active users. Search Agents proactively monitor listings, prices, tickets. Antigravity 2.0 demo'd building a full OS from scratch, then running Doom on it.