Core Insights - Meta's Ray-Ban Display glasses have experienced unprecedented demand, leading to waitlists extending into 2026 and a pause on international expansion plans [1][4] - The company is focused on fulfilling orders in the US while reassessing its approach to international availability [4] - The Display glasses, priced at $799, represent a significant advancement in AI eyewear technology compared to previous models [3] Demand and Supply - Meta's Chief Technology Officer, Andrew Bosworth, acknowledged that demand has exceeded expectations, with products selling out as soon as they are available [2] - The company is actively working to produce more units to meet this high demand [2][3] Product Features - The Display glasses feature a built-in screen capable of displaying text messages, maps, and captions, marking a leap from earlier models that functioned more like traditional glasses [3] Market Strategy - Purchasing the Display glasses requires scheduling a demo appointment at select retailers, limiting immediate availability [4] - Meta has rolled out the glasses to a limited number of locations in the US, including Ray-Ban, Sunglass Hut, LensCrafters, and Best Buy [4] Regulatory Challenges - The European market poses regulatory challenges for Meta, with strict compliance requirements under the EU's Digital Markets Act [6] - Meta has faced fines in the EU, including a €200 million penalty in April 2025 for not providing a version of its services that uses less personal data [7] - The company has indicated that regulatory hurdles may delay the introduction of AI innovations in Europe [8]