AR Glasses

topic on 9 shows · 14 statements across 13 episodes

Acquired More or Less Another Podcast Cheeky Pint Lenny's Podcast the Startup Ideas Podcast the a16z Podcast Big Technology All-In

14 statements about AR Glasses, every show

Kantrowitz: Face-worn computing fails; the iPhone is the true AI device
“And so maybe this idea of we have to wear the computing on our face is something that like kind of sounds good in concept, but model after model, it's not. And the AI device is the iPhone.”
Alex Kantrowitz Jun 22, 2026 ▶ 4:01 Are AI Glasses Over? + Big Technology AI Summit Audience Questions
Consumers will not realistically carry compute packs for AR glasses
“We just don't think it's realistic for, you know people to carry around a compute pack to use glasses.”
Evan Spiegel Apr 27, 2026 ▶ 8:05 What comes after smartphones, with Evan Spiegel of Snap
MORE OR LESS Assertion Supported
Sam Lessin: Meta's New AR Glasses Feature Wristband Input and HUD
“It has a heads-up display that works, so you can, like, use apps inside the glasses, you know, you can you can text and, like, write messages using the screen and, like, the wristband in the headset.”
Sam Lessin Sep 19, 2025 ▶ 36:34 #117 TikTok’s New Owner and Hiring a US CEO? · More or Less Podcast
ALL-IN Prediction Not checkable as stated
Pichai: AR glasses are a couple cycles away from a smartphone moment
“So we have maybe a couple cycles away to get to that sweet spot what smartphones were in around 2006, 2007.”
Sundar Pichai May 16, 2025 ▶ 27:33 Sundar Pichai, CEO of Alphabet | The All-In Interview
a16z Prediction Not checkable as stated
Bosworth: AR glasses will achieve widespread adoption within ten years
“I do think it's going to be a long, that's why I said like the ten-year view for me is, I think, much clearer. I think these things are going to be available, widely accepted increasingly adopted.”
Andrew Bosworth Apr 24, 2025 ▶ 12:03 What Comes After Mobile? Meta’s Andrew Bosworth on AI and Consumer Tech
STARTUP IDEAS Prediction Not checkable as stated
Isenberg: Mainstream AR glasses adoption will occur around 2035 to 2040
“I think it's going to be further than Zuck, you know, predicts. I think that my take is, it's going to be maybe, 20, 35, twenty-forty.”
Greg Isenberg Oct 7, 2024 ▶ 8:40 How Creators Can Thrive in the AI + AR Era (Samir from Colin and Samir)
BIG TECHNOLOGY Prediction Not checkable as stated
Bosworth: AR will conceivably replace smartphones for high-end consumers over time
“We're a long ways from that for a bunch of reasons, not the least of which being the technology is not ready yet, but also because The application ecosystems will take a long time to transfer and user behaviors take a long time to change. So I think we have a …”
Andrew Bosworth Oct 4, 2024 ▶ 22:32 Meta's Chief Technology Officer On Its Augmented Reality Dreams — With Andrew Bosworth
ACQUIRED Disclosure
Zuckerberg: Meta must build AI and hardware platforms to avoid mobile gatekeeper dependence
“We've just been, we've been through too much stuff with the other platforms to fully depend on, on anyone else, and we're a big enough company at this point that, like, we don't have to, right? We can build our own core technology platforms, whether that's gon…”
Mark Zuckerberg Sep 30, 2024 ▶ 1:43:08 Acquired LIVE from Chase Center (with Daniel Ek, Emily Chang, Jensen Huang and Mark Zuckerberg) · Acquired
Bosworth confirms Meta has fully functional AR glasses prototypes ready internally
“We've been talking for a while, but playing with glasses that have full AR capabilities. And we've got one that is rumored to be coming internally soon. So heavily rumored, in fact that you might even say it's almost been confirmed.”
Andrew 'Boz' Bosworth Mar 3, 2024 ▶ 1:07:27 Making Meta | Andrew ‘Boz’ Bosworth (CTO)
Devins: Vision Pro is a destruction test for spatial computing headsets
“One of the things that occurred to me is this is a sort of destruction test of the whole thesis, because if basketball doesn't work on this screen, even that, I mean, it's, yes, it's four grand. Yes. It's heavy. If you put the basketball on and after five minu…”
Benedict Evans Feb 8, 2024 ▶ 19:26 Apple's Vision Pro
ANOTHER PODCAST Prediction Not checkable as stated
Evans: Apple will pitch AR glasses for immediate use, not 10-year concepts
“And you just know if, and when they launch AR glasses, There will not be a concept video of what it might be in 10 years. There will be some really, really clearly defined reasons why you should buy it now.”
Benedict Evans Nov 2, 2021 ▶ 19:51 The Meta reality
ANOTHER PODCAST Assertion Not checkable as stated
Evans: Physics hurdles like field of view doomed Magic Leap and Glass
“The problem with that is you can't block out the world entirely. You can't use that to put yourself into a completely immersive experience. There's also part of lots, much harder physics problems in doing that. Can you get the right field of view? Can you get …”
Benedict Evans Nov 2, 2021 ▶ 29:18 The Meta reality
ANOTHER PODCAST Assertion Supported
Evans: No company has publicly solved core optics challenges for consumer AR glasses
“You need something with a wide field of view that's thin and light, that doesn't look like a pair of goggles, that works in broad daylight, that has depth of field, that can occlude things in bright light. Those are physics problems and optics problems, and no…”
Benedict Evans Sep 20, 2021 ▶ 28:03 Apple's metronome
Evans: Apple AR additions are building blocks for future AR glasses
“Apple keeps adding more stuff to AR. Which is useful on a small scale for some particular applications like Snapchat and Ikea. But very, very obviously a building block for AR glasses.”
Benedict Evans Jun 14, 2021 ▶ 6:17 Paying attention to Apple again

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