Good catch. I agree with your assessment. By the way, they recently divided the AI team into two to speed up execution.
Bosworth mainly talked about Reality Labs. He didn’t say anything on AI other than that it has boosted their conviction that having the devices wearable, with sensors and contacts has been important (min 12.28).
He said he was skeptical about the VR/AR due to the investments involved but Zuckerberg found a way to have him take up the role (min 3:06). This confirms past employee comments which said Zuckerberg tends to get excited with things and hard to advise.
He pointed out that they are on track to make 2025 a “make” year for Reality Labs (min 7:00). He had previously said 2025 would be a “make or break year” for Reality Labs.
He signaled that they are ahead of Apple Vision Pro, pointing out that Apple’s engineering team executed well but made some mistakes when it comes to weight (min 17:50)