Smart Glasses

“In the future, there's no reason that couldn't just be you wearing the glasses in real time, telling the glasses what app you want right now, and having it on the fly build that app for you.”

“The glasses that have product market fit today are more of just like the I think the product market fit is really with the camera, not the intelligence combined with a pair of glasses.”

“Facebook, and Instagram parent Meta platforms has captured more than 80% of this market. Not bad. But in 25, that meant selling just seven million pairs of glasses.”

“I would expect to see, just like we saw the ad supported Kindle, I think we'll see the ad supported metaglasses.”

“Finally, this is the watershed moment of women buying smart glasses. Mark my words. Saying it now. That's all. So yes, I do think it was a big deal.”

“The potential of the wearables is that if they have context of are you, whether or not I'm talking at the moment, or what am I saying, or who am I talking to, they should be able to really intelligently filter out whether it's the right moment to deliver somet…”

“It's one of the most frequent AI use cases that we see on our glasses, just what is it that I'm looking at? Oh, it's this building, it's this landmark, it's this type of plant, don't eat that mushroom.”

“We don't have a feature called that or that does that feature that's launched in the glasses.”

“It is one of the most frequently requested features from people.”

“The fundamental talent of these devices, if I'm wearing them and you're uncomfortable with me wearing them, I'm probably gonna stop wearing them.”

“I would say I expect that smart glasses are gonna have product market fit among people that need to wear glasses first, right? If you already have to wear glasses all day long for your vision why not throw some smart features in there? It's gonna be harder to …”

“The problem with camera glasses, if you're really successful, right, you really won't have been able to build a platform because they're not, they don't have an operating system, they don't understand the world, they don't run applications, and therefore you'r…”

“And so I think as we look forward to, you know, sort of these next generation form factors and Things like glasses. There's gonna be a whole new set of opportunities and a whole new surface for people to build generational consumer companies.”

“Like I don't think receiving phone notifications on your face is like, you know, a valuable, you know, proposition for most folks. So I don't think we necessarily have to worry about that because I think most people don't want that.”

“That the human is pretty good with their eyes, you know, at some of this stuff. So the bar is pretty high, you know, in order to do some of the things you're talking about.”

“What's very unique about Snapchat is we've been able to do that now for, you know, we've invested in glasses for 12 years. We've been able to very consistently invest in a way that no VC would ever in a million years support.”

“The new hardware that's taken off is an existing form factor. It's like headphones. Eyewear. You have watches, right? Creating these pendant things so far hasn't hit, right?”

“I don't think we, you and I are going to be wearing like a big helmet. I think we can wear glasses. We can wear jewelry. We, so humans kind of decide what they're going to wear”

“We have a customer of us in India that is doing smart glasses. They integrated with the digital payment system, so now you can look at a QR code and say, pay this, and it will pay.”

“Apple is going to release its smart glasses targeted at the end of next year.”

“I think that the air was actually an exercise in miniaturizing and You know, moving their silicon and, you know, surrounding PCB stacks to be extremely small, and that this is, it's like a road sign on the way towards what they're going to be doing with wearab…”

“I just still don't believe people are gonna want something in front of their eyes. Most of the day.”

“The current Meta's, they have one screen in them. The second generation version will have displays in, in, in both eyes.”

“Nothing's ever going to be the scale again of what the iPhone achieved. And instead it's going to be all of these devices, a bunch of different devices, including glasses, including your smartphone and maybe you know, potentially including a chat. Pin walk aro…”

“It also doesn't sound like the type of thing that's, you know, people are going to leave their smartphones behind anytime in the next five to 10 years.”

“I think they're about to make them good, bad. And what good, bad is they, they're putting like a screen in it.”

“Like, I'm a technological determinist. If it's possible, it's going to happen, and clearly people want to, like, scroll reels on their glasses. Like, you're not going to stop them.”

“And I think the obvious thing you recognize is that that won't be our phone soon. Right? Like, maybe it'll be glasses, maybe it'll be contact lenses, maybe it'll be like contact lenses and an earpiece, but there will be like an omnipresent nature, and that's v…”

“And like from then on, it literally just replaces your computer. And I think like once, once we get to a point of like truly replacing the computer and like being a completely new graphical interface for technology. And at that point we have a very strong shot…”

“I think it's the killer app for sure. Especially when you combine it with other scents, like if you have it in on your glasses or AirPods or something like that.”

“Apple, they're aiming to release new smart glasses end of next year.”

“I feel like the universal assistant is the killer app for smart glasses, and I think that's what's going to make it work, apart from the fact that it's all, the tech, the hardware technology has also moved on, and Improved a lot. Is this, I think, I feel like …”

“Last year, Meta with Luxottica, and these are public numbers, they sold two million glasses, two million. And the number, what has been projected in, in the next four years is around thirty million.”

“I seriously feel that this will be the form factor to watch out for. Yes. And there, so if somebody new watching this wants to get into the industry, this is the industry.”

“For example, you know, I think the glasses, the smart glasses, the AI glasses, the display glasses that we'll have in five years, Will be good. Some of them will be super high end and pretty exceptional. Some of them will be like actually little and like, just…”

“News of the week also, and a tangent is that Meta has now sold two million smart glasses and they're ramping up their production to push ten million this year.”

“They spent so much time trying to figure out how to engineer it so that it would brick it if you try to disable that LED for exactly that reason. Like it's a wild, the amount of engineering that went into that, like, make sure the LED cannot be disabled for ex…”

“So I think that glasses and maybe other form factors that are hands-free will come into their own in the next few years. And we, you know, we plan to be at the forefront of that.”

“So more and more this, your vision, what you just said is not only possible, but likely unless people have access to your information and start sending you ads every which way.”

“Smart glasses. Yeah. I mean, yeah, there's almost no question.”

“And I think it's not going to be too long until we see Apple build a product like this of their own, if not one with an enhanced Siri to hit one of your most favorite things.”

“Like, I think consumers, once this becomes something that's, like, visual in your, like, smart glasses, plus, like, a voice app that you can talk to, and it, like, is indistinguishable from a human being, like, that's gonna be a real change the world moment fo…”

“Anti-patterns that I've been telling people about for these glasses is just having to be notification services because notification services are an invitation to leave the present moment and instead go elsewhere. Like that's what a notification is intended to …”

“Because the glasses are on your face, they're not in your pocket, and they have the ability over time, not immediately, to become aware of the world and to understand what you're trying to do in the world they can actually be very proactively helpful just to y…”

“It's going to be, I think, the ultimate Digital social experience, and I think it's also going to be the ultimate incarnation of AI, because you're going to have conversations where it's like, alright, there's some people, it's like maybe like, I'm physically …”

“My point in this is like, I know you're down on Vision Pro, but the smart glasses are happening, you guys.”

“Our analysis was, no, it's gonna both be more integrated into my real world, you know, smart glasses and immersive in VR, and it's gonna be smarter. It's gonna be AI.”

“It's really a proof of concept. Look, I think it's a great thing for innovation that they're starting with this, you know, like you said, expensive headset that maybe is not that ergonomic, but eventually it'll come down and the form factor will be glasses or …”

“LAMA on its own doesn't make for the best, ah, the best assistant on, on glasses, because it doesn't have enough of an understanding of the physical world of images, ah, and so on.”

“Yes, I think they believe it, but they're also positioning themselves as a privacy company because they're selling car products where privacy is a big deal. The watch, the credit card, and of course, if you're wearing a pair of glasses that's got a pair, a clu…”