smart glasses

“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…”

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

“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 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 …”

“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.”

“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.”