Meta published a blog post for developers wherein it lays out its new strategy for the Quest ecosystem and Horizon Worlds, taking the two in separate directions.

Titled 'Our Renewed Focus in 2026' and written by the VP of Content at Meta Reality Labs, Samantha Ryan, much of the post repeats what CTO Andrew Bosworth has already said in a series of public interviews and Instagram "ask me anything" sessions in recent weeks.

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The gist of Meta's new VR and metaverse strategy, according to its executives, is that Horizon Worlds will become "almost exclusively mobile", and the platform will no longer be pushed on Quest owners. Meanwhile, on the VR side, Meta will focus on funding and supporting the third-party developer ecosystem instead of putting out its own blockbuster VR games to compete with them.

Meta is removing individual Horizon Worlds destinations from the in-VR store on Quest, Ryan writes, and "separating worlds from the Store" in the smartphone app.

Last month, Meta also announced that Quest's new 'Navigator' UI will soon become the default and the Horizon Feed will be removed, meaning the headset will boot to a grid of your installed apps. Some Quest owners on the Public Test Channel (PTC) have also received a refreshed Navigator that lacks the 'Worlds' button.

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The post also seems to take aim at the gloom and doom discourse around the future of the Quest platform that followed Meta's shutdown of three of its acquired VR game studios, significant layoffs at a fourth, cancelation of the Batman: Arkham Shadow sequel, and deprecation of Horizon Workrooms and Quest headsets for business offering.

As well as noting that Meta has "a robust roadmap of future VR headsets", echoing comments from the CFO and CTO, Ryan claims that VR "is still growing", and that Quest had "a tremendous holiday season that was on par with our 2024 results".

"Total payment volume on the platform remained similar year-over-year in 2025", Ryan writes, also noting that Quest headset sales remain "far ahead of all competitors" while Meta remains "the single biggest investor in the VR industry".

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In what seems to be an attempt to reassure developers, Ryan claims Meta is "focused on supporting the third-party developer community" through "strategic partnerships and targeted investments".

Last year multiple new VR games earned millions of dollars of revenue on the platform, Ryan claims, including UG, Hard Bullet and The Thrill of the Fight 2.

"While we’re proud of the world-class work from Oculus Studios over the years, among 1P and 3P apps, 86% of the effective time people spend in their VR headsets is with third-party apps", Ryan notes.

Ryan also claims that in 2025 Meta invested "nearly $150 million in VR developer programs".

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Of course, words are cheap, and since acquiring Oculus almost twelve years ago, Meta's VR strategy has constantly shifted under developers' feet. Many will be weary of this instability, and UploadVR will keep a close eye on the Quest platform in the wake of Meta's latest change of direction.

ByteDance's Pico will detail its competitor to visionOS, which will include a shared-space for 2D and spatial apps to run together, set to debut in its next headset.

We first heard that the owner of TikTok's VR platform Pico was working on a high-end headset over two years ago, when The Information reported that Pico 5 had been canceled in favor of a short-term Pico 4 refresh and a longer-term Apple Vision Pro competitor called Project Swan.

Now, Pico has listed a GDC 2026 talk titled 'Bring Your Apps and Games to General Spatial Computing with Project Swan', set to take place on March 12.

The listing says the talk will guide developers through building or porting games to its upcoming "flagship device for general spatial computing", running "Pico OS 6".

Notably, the listing mentions that Pico OS 6 supports "a new paradigm for spatial experiences in which games and apps coexist, allowing a primary experience to run alongside companion applications in a shared environment". Currently, only Apple Vision Pro's visionOS supports this concept of an XR shared space, with both 2D windows and 3D volumes, while Meta's Horizon OS and Google's Android XR are limited to running one spatial experience at a time.

While the listing describes Pico OS 6, it doesn't say anything about the upcoming headset itself, other than calling it a "flagship device". What exactly will it be?

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Back in July, The Information reported that Pico was working on an ultralight headset resembling a pair of goggles, with an onboard dedicated image coprocessor and a tethered compute puck, similar to Meta's next headset.

Then, in November, a Chinese news outlet reported that ByteDance's Vice President of Technology said that Pico's 2026 headset will have 4K micro-OLED displays and a dedicated R1-style passthrough chip.

UploadVR's Mike Johnson and Kyle Riesenbeck will be in attendance at GDC 2026, and we've reached out to ByteDance in hopes of going hands-on with Project Swan. We'll let you know if we get a response.