Meta Platforms(US:META) Sou Hu Cai Jing·2025-08-04 10:48Core Insights - Meta is focusing on developing smart glasses as the next computing platform, emphasizing their potential utility and stylish design [1][3] - The integration of AI with smart glasses is seen as a significant advancement, allowing users to interact with AI in a multimodal way throughout the day [3][4] - Meta believes that smart glasses will play a crucial role in merging the physical and digital worlds, contributing to the vision of the metaverse [4] Group 1 - The product category of smart glasses is performing well and is appreciated for its fashionable design and interesting features [3] - Daily user engagement with Meta AI applications is increasing, indicating a growing acceptance and utility of AI in everyday life [3] - The company envisions that without AI-integrated smart glasses, individuals may face cognitive disadvantages compared to their peers [3] Group 2 - Meta has been exploring various aspects of smart glasses in its Reality Labs for the past 5 to 10 years, focusing on creating immersive experiences [4] - The company anticipates that advancements in holographic technology will precede the development of superintelligent AI, highlighting its commitment to investing in smart glasses [4] - Meta is optimistic about its leadership in smart glasses manufacturing and sees it as a vital part of the future [4]