Meta AI Ray-Ban Display Glasses | The Brainstorm EP 102

Meta's AR Glasses and Input Technology - Meta's Ray-Ban display glasses feature a 20-degree field of view AR lens using waveguide technology [1] - Meta is developing a wristband input device, acquired from Control Labs, that interprets electrical impulses from the brain to control digital interfaces [1] - The Meta Ray-Ban display glasses are priced at $800 [1] - Meta is focusing on the 10 most used smartphone features for its glasses, such as texting, video, and photo [1] - Meta has invested $70 billion in Reality Labs over the past five to six years, focusing on both VR and AR technology [2] Competitive Landscape in Wearable Technology - The human eye typically has over 180, potentially 210-degree field of view, making the glasses' 20-degree display a small heads-up display [1] - Meta's glasses have a brightness of 5,000 nits, exceeding most outdoor TVs [2] - AirPods are a bigger franchise already, but Meta glasses plus Meta management is better than Apple AirPods plus Apple management [3][4] - The future involves interconnected wearables (AirPods, glasses, smartwatches, smartphones) working together with personalized AI assistants [4] Coinbase and the Banking Industry - Coinbase is offering up to 11% yield on USDC through collateralized lending [4][5] - Coinbase is directly competing with traditional banks by offering checking, savings, yield generation, and lending services [4] - Coinbase's overcollateralized auto liquidation lending model differs from traditional banks [5] - Digital wallets are disrupting traditional banking, with wealth transferring to digitally native individuals [10][11]