Spectacles

“We're also on the verge of net income profitability, which is really exciting for us, especially as we invest really meaningfully in hardware and our specs glasses effort.”

“Which is that specs are coming to consumers for the first time later this year. So after 12 years of investment in glasses and the next generation of computing and trying to make computing more human, it's actually coming.”

“And so where, where I think we're at in 20, 26, which is fundamentally really different, Is that, you know, there's literally going to be bespoke software for people that they're going to be able to imagine that they're going to be able to build and create rea…”

“So I think you know, I think the entire engineering paradigm, the way that software is built now enables you know, a totally different way of thinking about specs and about our platform. And frankly, overcomes the biggest hurdle that we were facing, which was …”

“This social network of the future is actually hanging out together in person and using specs together. So that's what excites me about the future of digital communication. I think, you know, messaging is fine, but it's hard to compete with actually being toget…”

“We build, You know, some of the most important components for specs in the U S and in the UK. So we've really thought about building some of the most IP sensitive components, some of the most sophisticated components in the U S and the UK, where we can sit th…”

“It's about to launch specs after, you know, 12 years of investment in this future computing platform, you know, but at the same time, it's still not net income profitable, for example.”

“And then later this year, you know, we're launching the first consumer version, which will be a big step for us.”

“Yeah, so, so my Monday morning, for example, is like two to two and a half hours in the specs business going through the risks and dependencies. Red, yellow, you know, red, orange, yellow, green. What are we doing to solve it? Right? And what progress are we m…”

“I think one of the things that's really, I stole this from Walmart, which I thought was great. They have a Friday meeting called in it to win it. They have their leaders from across the company, not just like super senior leaders, but leaders from across the c…”

“They're trying to get this consumer version of the glasses out on the market next year.”

“The most recent edition of spectacles were released in September, 20, 24 to developers only that edition of the glasses was available under a leasing model that record that required users to commit to paying 99 a month for a full year if you wanted to develop …”

“And I think in the future, and even today with, you know, the fifth generation of spectacles, cameras are really used to overlay computing on our environment and to better integrate computing with our day-to-day lives.”

“I think that's critical to our long-term future.”

“So I would say that the first version of Spectacles, you know, obviously it wasn't an iPhone moment. It's not something that has generated an enormous amount of revenue for the company, but it is absolutely helped us hone in on where to take these things in th…”

“And I think the trouble that we're seeing, certainly we saw at Beam that they're seeing with spectacles, and that I think every single live platform, none of which have truly succeeded yet is because they don't address that struggle for interestingness.”