Meta Platforms(US:META) 36氪·2025-09-23 00:12Core Viewpoint - The integration of glasses and AI is seen as a natural evolution, with Meta's new smart glasses and neural band representing a significant step towards a future where AI is an omnipresent assistant [2][14]. Group 1: Product Launch and Features - Meta unveiled three new smart glasses and a neural band at the Meta Connect 2025 event, with the Ray-Ban Display smart glasses being the highlight, featuring navigation, real-time translation, photography, and voice calls [3][4]. - The starting price for the Ray-Ban Display is set at $799, with availability in the U.S. starting September 30 [4]. - Despite technical difficulties during the live demonstration, the overall industry response to the Ray-Ban Display has been positive, with some media outlets calling it the best smart glasses they have experienced [6][8]. Group 2: Future Vision and AI Integration - Mark Zuckerberg emphasized that glasses are the ideal form for AI, allowing for continuous interaction and contextual awareness, which is crucial for the development of personal super intelligences [14][17]. - The neural band is designed to support the glasses but has potential applications beyond that, indicating a broader vision for its use in various contexts [11]. - The concept of "live AI vision" is introduced, where users can interact with AI seamlessly during conversations, enhancing multitasking capabilities without interruptions [17][18]. Group 3: Market Position and Long-term Strategy - The company believes that glasses will become a primary computing platform due to their unique advantages in maintaining presence and integrating digital and physical worlds [14][15]. - The future of augmented reality (AR) and virtual reality (VR) is discussed, with AR being likened to the future of mobile devices and VR to traditional television, highlighting the different use cases and experiences each technology offers [20][21].