Meta Platforms(US:META) Zhi Tong Cai Jing·2025-09-17 15:29Core Insights - Meta plans to unveil a new generation of AI-powered augmented reality (AR) smart glasses at its annual Connect conference, indicating a significant push into AI hardware products [1][2] - The new smart glasses, internally codenamed "Hypernova" and expected to be named "Celeste," will feature a small digital display embedded in the right lens, allowing users to view notifications [1] - The anticipated retail price of the new glasses is around $800, which may deter some consumers due to its high cost [1][2] Group 1 - Meta has previously collaborated with Ray-Ban and Oakley to launch two lines of smart glasses that integrate AI features, cameras, hands-free operation, and live streaming capabilities [2] - CEO Mark Zuckerberg has invested over $60 billion into Meta's AR division since 2020, emphasizing that smart glasses are crucial for achieving the company's vision of "super intelligence" [2] - The release of the new product aims to bind AI technology with AR hardware to maintain relevance against strong competitors like OpenAI and Google [2] Group 2 - Despite the technological advancements, the new glasses are expected to be less advanced than the prototype glasses "Orion," which Zuckerberg previously described as a "time machine to the future" [1] - Meta is engaged in a multi-billion dollar talent acquisition battle to catch up in the AI competition, actively recruiting top researchers from competitors [2] - Negative public sentiment regarding child safety and the high pricing of the product may pose significant challenges for Meta's future marketing efforts [2]