I'm Julia Borston and I'm here at Meta headquarters where I've been able to try out these incredible new Meta Ray-B band display glasses and I was here a year ago and I got to try out the Orion which was fully augmented reality and it was something that was way off in the future. But what's amazing about these is that most of the time you could just use these as regular glasses. But when you call up Meta, either by tapping your finger or saying, "Hey, Meta," you get a display and you get all of these things ...

Group 1: Meta and Technology Developments - Meta's new Ray-B smart glasses were unveiled during the Meta Connect event, contributing to a slight increase in Meta's shares by approximately 1.5% [2] - Meta's stock has seen significant growth this year, up over 30% [2] - The valuation of Meta is considered attractive at around 27 times earnings, with a positive growth outlook for revenue, although bottom-line growth may slow down in the coming years [3] Group 2: Market Opportunities and Risks - The Ray-B glasses are seen as having potential sales, with the market for such technology still developing [4] - There is optimism regarding the ad tech sector, particularly due to revenue synergies from AI investments, contrasting with other sectors focused on cost savings [6] - The potential for data collection from the glasses could enhance advertising revenue, although privacy concerns must be addressed [7][8] Group 3: Investment Strategies - The investment strategy includes focusing on companies with high optionality, balancing underweight positions in Meta and Nvidia with overweight positions in other tech firms [8] - Bitcoin is highlighted as an undervalued asset with potential for strong performance in 2025 and beyond [10] - Smaller cap companies like Upstart and KKR are identified as having economic opportunities, suggesting a diverse investment approach rather than solely relying on large tech firms [12]

All right, so let's stay with big technology. Obviously, the Nvidia Intel news a big deal for both chip makers for the companies that use these chips and oh by the way for investors in Intel at least today. Elsewhere in technology though, Meta, the parent company of Facebook currently in day two of its Meta Connect event last night.Mark Zuckerberg unveiling their new Meta Ray-B band smart glasses. During his keynote speech, you can see that Meta shares are up slightly about one and a half percent with the m ...

Core Insights - Meta has introduced a new payment option for small businesses within the WhatsApp Business App, allowing them to share QR codes for quick sales closures and enabling customers to pay directly using their preferred payment methods [2][6]. Group 1: New Services for Small Businesses - The new payment service was announced during Meta's second business summit in Mumbai, India, highlighting the company's focus on enhancing business capabilities through its platforms [2]. - Small businesses can now utilize both the WhatsApp Business App and the WhatsApp Business Platform simultaneously without needing to change their phone number, providing flexibility and scalability for growing businesses [6][7]. Group 2: Importance of Payment Options - It is increasingly crucial for merchants to offer customers the payment methods they prefer, as friction in payment processes can lead to customers abandoning purchases, negatively impacting both the customer experience and merchant revenue [3][5]. - A PYMNTS report indicated that among consumers making essential purchases with credit, 76% used credit cards, while 6.1% opted for buy now, pay later (BNPL) options, and 18% used other types of credit [5].

Core Points - Meta Platforms' former COO Sheryl Sandberg is seeking to avoid testifying in an upcoming trial in San Francisco involving a group of advertisers [1] - The trial is set to address claims related to advertising practices and potential damages [1] Summary by Categories Company - Sheryl Sandberg, the former COO of Meta Platforms, has filed a court motion to be excused from testifying in a trial scheduled for next month [1] - The trial involves a group of advertisers who are challenging Meta's advertising practices [1] Industry - The case highlights ongoing tensions between digital advertising platforms and advertisers regarding transparency and accountability in advertising practices [1]

Core Viewpoint - A variety of sources can assist consumers in identifying lawsuits they may qualify to join [1] Group 1 - Consumers have access to multiple resources for learning about potential lawsuits [1]

Core Insights - The new Ray-Ban product is designed to appeal to both existing Ray-Ban users and new customers, indicating a broad target market [1] - The product features a sleek design that integrates technology without being clunky, emphasizing consumer comfort [3] - The device is priced at $800 and is positioned as a consumer product rather than a technical gadget for engineers [3] Product Features - The Ray-Ban glasses incorporate a waveguide technology that projects light through mirrors to create a display just below the user's right eye [3][5] - A unique EMG wristband is included, allowing users to control the display with subtle finger gestures, enhancing user interaction [4][5] - The glasses will support prescription lenses, catering to the significant number of people who wear glasses globally [9] Software and Applications - The device will support messaging applications, including WhatsApp, and will allow users to view Instagram reels, focusing on communication as a primary function [11][12] - Live translation features will be available, enabling real-time captioning for conversations in different languages [13] - The product will also include a "Conversation Focus" feature to enhance audio clarity in crowded environments [14] Development and Manufacturing - The manufacturing process involves multiple locations, with some components potentially sourced from China, reflecting supply chain considerations [10] - The development of this product is seen as an evolution from previous projects, indicating a continuous improvement in technology and user experience [6][5]

I think that context is really important, right. The evolution from Orion to this halfway point. But my question to start is, who is this targeted at.Right. You have generations of prior prior generation, better Ray-Ban wearers. Or is this a new entry.People starting from scratch. I think it'll probably be some combination of both. So just because we're talking about it here, these are the matter.Ray-Ban is you can see we've worked with Ray-Ban to get them into the form factor that people are comfortable we ...

Who is this targeted at. Right, you have generations of prior prior generation meta rayband wearers or is this a new entry people starting from scratch. I think it'll probably be some combination of both.Uh so just because we're talking about it here, these are the uh metarban displays. You can see we've worked with Rayban to get them into the form factor that people are comfortable wearing. This is the most worn design for a pair of sunglasses or glasses.And so we're starting with something. We didn't want ...

25x long the Mag 7 onchain?Ya there’s gonna be demand for thisAvantis (@avantisfi):The world’s most important equities — AAPL, MSFT, NVDA, AMZN, GOOG, TSLA, META — are now onchain.Trade with up to 25x leverage and deep liquidity, with the ability to hold positions overnight🧵. https://t.co/xqLB7727Tz ...