Product & Design Pulse v61

From Metaverse to AI Apps šŸ“±

Welcome to this week’s edition of Product & Design Pulse, where we explore the latest in tech, product, design, and innovation! Meta’s big bet on AI takes center stage as Mark Zuckerberg pivots the company’s focus away from the metaverse and toward generative and recommendation-driven tools. In the UK, regulators tightened their grip on Google’s search dominance, while Elon Musk’s X quietly settled a $128 million dispute with its former executives. Qualcomm made waves with its acquisition of Arduino, Apple is reportedly shifting from Vision Pro toward more accessible smart glasses, and OpenAI’s evolving dance with Microsoft is being likened to the early Windows era. It’s a week full of pivots, partnerships, and platform plays.

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Last week…

  1. Inside Mark Zuckerberg’s AI Pivot at Meta

    Wired takes a deep dive into how Mark Zuckerberg has shifted Meta’s long-term vision from the metaverse to artificial intelligence. The company is now betting heavily on AI-powered products—from generative tools to advanced recommendation systems—while quietly integrating metaverse technology into these efforts. Insiders describe the pivot as both a survival strategy and a rebranding of Meta’s massive R&D investment into something more commercially viable.

  2. UK Regulator Confirms Google’s ā€œStrategic Market Statusā€ in Search

    The UK’s Competition and Markets Authority (CMA) has formally designated Google as having ā€œstrategic market statusā€ in online search services. The designation imposes stricter obligations on Google, including transparency around data use and advertising practices. The move marks a major milestone in the UK’s push to regulate Big Tech dominance.

  3. Musk’s X Settles $128 Million Severance Lawsuit with Former Executives

    Elon Musk’s X (formerly Twitter) has settled a lawsuit with several former executives, agreeing to pay $128 million in severance. The case stemmed from claims that Musk unlawfully withheld payments following his 2022 acquisition of the company. The settlement ends one of the most prominent legal disputes tied to Musk’s turbulent takeover of the platform.

  4. Qualcomm to Acquire Arduino, Expanding Developer Reach

    Qualcomm announced plans to acquire Arduino, the open-source hardware company known for democratizing electronics prototyping. The acquisition aims to bring Qualcomm’s chips and connectivity tools to millions of developers and hobbyists worldwide. Industry analysts see it as a move to strengthen Qualcomm’s position in the IoT and embedded computing ecosystem.

  5. Inside Apple’s Glasses Pivot and Upcoming M5 Devices

    Bloomberg’s Mark Gurman reports that Apple is reorienting its AR/VR roadmap, shifting resources from Vision Pro to a more accessible pair of smart glasses. The company is also preparing to launch new M5 MacBook Pro and iPad Pro models in early 2026, featuring improved battery life and on-device AI performance. The pivot reflects Apple’s attempt to balance cutting-edge innovation with broader consumer adoption.

  6. OpenAI’s Windows Play – Stratechery

    Ben Thompson examines OpenAI’s evolving relationship with Microsoft, arguing that the company’s growing independence mirrors Microsoft’s own strategy during the Windows era. He suggests OpenAI is transforming from a partner into a platform—one that could define the next generation of software ecosystems. The piece highlights the delicate balance between collaboration and competition in the AI infrastructure race.

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