Google reportedly asked Meta to partner and “contribute to” its upcoming XR platform, but Meta said no.
The claim comes from a report from The Information today, citing “a person involved in the talks.”
In posts on Threads, Meta CTO Andrew Bosworth said “You can tell they got this story from Google”, and made the following statements:
“After years of not focusing on VR or doing anything to support our work in the space, Google has been pitching AndroidXR to partners and suggesting, incredibly, that WE are the ones threatening to fragment the ecosystem when they are the ones who plan to do exactly that.We would love to partner with them. They could bring their apps to Quest today! They could bring the Play store (with its current economics for 2d apps) and add value to all their developers immediately, which is exactly the kind of open app ecosystem we want to see. We would be thrilled to have them. It would be a win for their developers and all consumers and we’ll keep pushing for it.Instead, they want us to agree to restrictive terms that require us to give up our freedom to innovate and build better experiences for people and developers—we’ve seen this play out before and we think we can do better this time around.”
The Meta Quest operating system is a fork of the open-source core of Android (known as AOSP), a similar strategy to Amazon’s Fire OS for its Fire tablets. Meta has been working on it for at least seven years, as it first arrived in 2018’s Oculus Go.
That same year, Lenovo launched a standalone headset running Daydream, Google’s own VR OS that included its Google Play Services, Play Store, Google apps, and VR core technology on top of AOSP. But less than two years later in late 2019 Google abandoned the Daydream platform, and no other standalone headset ever used it.
Flash forward to early 2023, and Samsung announced that it was working on XR hardware, with Google handling the software. In June Business Insider reported the operating system would be called Android XR, a new variant of Google’s Android (AOSP + Google’s closed-source additions) in the same way Android TV is.
While Samsung will be the first hardware maker to use Android XR, The Information reports that Google has also been pitching it to other hardware makers – though it doesn’t list any specifics, and there have been no reports of other companies accepting.
Meanwhile, Meta and LG confirmed on Wednesday that they had formed an XR “strategic collaboration” that included “next-gen XR device development”. It comes following multiple reports from South Korean news outlets that LG will make future Quest Pro headsets, running the Meta Quest platform, with the first device arriving in 2025 for around $2000.
Google and Meta’s XR strategies could end up remarkably similar, with the two companies vying to entice hardware companies to adopt their platform.
Apple
Vision
Meta
Quest
Google
Android XR
Hardware Strategy
First-Party
First-Party
+
Third-Party
Third-Party
Hardware Pricing
Profit
Subsidized
Profit
Existing
Ecosystem
Integration
✅
❌
✅
Meta’s strengths lie in its large existing library of fully immersive content, its acquisition of eight experienced VR game studios, and selling its first-party hardware at cost or even a loss. But its weakness is that it lacks an existing flatscreen computing platform, so can’t pull off cross-device integration or easily bring in a library of 2D apps.
Google on the other hand can bring its Play Store to Android XR, bringing over millions of 2D apps, and deeply integrate your existing Android phone, Chrome passwords and bookmarks, and data from your Google apps like Photos.
Meta’s CTO Andrew Bosworth previously said that he asked Google to bring the Play Store to Meta Quest, but Google said no. In a post on X today Bosworth said Google could even bring over its own apps, if it wanted.
On the one hand, Google and Meta partnering to build an XR platform could be a leviathan force against Apple’s Vision headsets, bringing the together Quest’s immersive content with integration with Android phones and Google’s software.
But on the other hand, it’s unclear how the business details of such a partnership would work in practice, and how the companies would make decisions on core design and engineering choices they strongly disagree on. The Information’s report says Google’s offer included Meta “contributing to” Android XR’s development, suggesting Google would have the final say.
It’s also understandable why Meta may not want to be dependent on Google, both for business reasons and given Google’s track record in XR and content platforms in general. Daydream on headsets was abandoned after less than two years, and its Stadia gaming platform after three years. They joined a long list of platforms and services in Google’s graveyard.
