Shares of Eselor Luxodica are sharply higher. The French parent company of Rayban reporting an 11.7% jump in sales in the most recent quarter. That company said a healthy amount of its revenue growth came from its partnership with Meta to sell smart glasses.The company now offers smart glasses under the Rayband and Oakley brands and it's working on a Prada version as well. And I have to say it is a gamecher. I' I've got a pair of them.Like I would have never worn any of the earlier weirdo ones, but these ar ...

I'm looking at the teleprompter and I'm also looking at Apple Music and we're listening to Elton John. Oh, sorry. Thank you.That was louder than I could. Sorry. I'm sorry. I'm going to exit. I don't know what I'm doing.I'm just remote controlling your glasses. This is a strange time in consumer gadgetry because tech companies are pushing us toward their vision of a new world. one where you can just have AI information appear in front of your eyes with smart glasses like these Ray-B band displays from Meta.I ...

Core Insights - The future of computing devices is believed to be smart glasses, as stated by Meta's Chief Product Officer Chris Cox [1] - The newly revealed Meta Ray-Ban Display AI glasses are priced at $799 and feature a small in-lens display controlled by hand movements via a neural wristband [1] - Users can record videos and send messages using voice commands or handwriting gestures on their knee [2]

Core Insights - Meta has launched a new pair of smart glasses called Ray-Ban Meta Display, featuring a built-in display for apps, alerts, and directions, controlled by a wristband called Meta Neural Band [1][2][4] - The glasses are priced at $800 and are expected to be available for purchase in a couple of weeks [2] - This product represents Meta's ongoing efforts to create consumer smart glasses that can perform tasks traditionally done on smartphones, aiming to reduce reliance on competitors' devices [3][12] Product Features - The Ray-Ban Meta Display builds on the success of the original Ray-Ban Meta smart glasses, which have sold millions of units in partnership with EssilorLuxottica [4] - The glasses include an AI assistant, cameras, speakers, and microphones, allowing users to connect to the internet and access social media apps [4][5] - Users can display Meta apps like Instagram, WhatsApp, and Facebook, as well as view directions and live translations [5] Technology and Control - The Meta Neural Band, which resembles a Fitbit without a screen, allows users to navigate apps using subtle hand gestures, with a battery life of 18 hours and water resistance [5][6] - The device utilizes electromyography (EMG) to detect signals between the brain and hand for gesture control, positioning it as a new interface for device interaction [6] Market Position and Competition - Meta aims to be first to market with a functional smart glasses product, although the Ray-Ban Meta Display is less advanced than the previously showcased Orion smart glasses, which featured augmented reality capabilities [11] - There is anticipation that competitors like Google and Apple will release their own smart glasses in the future, potentially integrating them with their operating systems, which could pose a challenge for Meta [12]

At Meta Connect 2025 on Wednesday, the company unveiled its new Oakley Meta Vanguard smart glasses that are geared toward runners, cyclists, and other athletes. The glasses retail for $499 and are launching on October 21.Meta Connect is the social networking giant’s biggest conference of the year, where it unveils smart glasses and VR headsets. The glasses feature a large unified front lens, instead of having two cameras positioned at the top corners of the frames, which is in previous Meta smart glasses a ...

Core Insights - Solos has launched a strategic partnership with Deutsche Telekom to enhance the integration of smart glasses into daily life [1] - The collaboration features an AI-powered cooking app designed for Solos' AirGo™ smart glasses, showcasing the capabilities of Solos' open SDK platform [1] Company Developments - Solos is recognized as a leading innovator in the smart glasses and wearable AI sector [1] - The partnership with Deutsche Telekom signifies a commitment to advancing technology in the smart glasses market [1] Industry Trends - The initiative reflects a growing trend of incorporating AI applications into wearable technology, particularly in enhancing user experience [1] - The collaboration indicates a shift towards more practical applications of smart glasses in everyday scenarios, potentially expanding the market reach [1]

Core Insights - EssilorLuxottica reported over 300% year-on-year growth in sales of Meta Ray-Ban smart glasses in 2023 [1] - Meta has invested €3 billion (approximately 248.08 billion RMB) in EssilorLuxottica, acquiring a 3% stake and considering increasing it to 5% [1] - The cumulative sales of Meta Ray-Ban smart glasses reached 2 million units, with a production capacity target of 10 million units by the end of 2026 [1] Product Developments - The third generation of Meta Ray-Ban smart glasses is expected to launch in October 2023, featuring a monochrome display and a wristband-style controller, priced between $1,000 and $1,400 (approximately 7,274 to 10,184 RMB) [2] - The new smart glasses will include a camera and applications for photos and maps, supporting notifications from mobile apps, but will heavily rely on smartphones for functionality [2] - The current second generation smart glasses have a 12MP CMOS sensor, with the third generation expected to have camera quality comparable to the iPhone 13 [2]

Core Viewpoint - Meta Platforms has experienced significant fluctuations in its stock value, particularly due to its initial focus on the metaverse, but has since rebounded by shifting towards AI-enabled advertising and smart glasses [3][4]. Company Performance - Meta shares lost approximately 62% of their value from late 2021 to the end of 2022, but have surged by 500% since then as of July 14 [4]. - Reality Labs, which focuses on the metaverse, has generated less than $4.5 billion in revenue over the last nine quarters and incurred an operating loss of around $38 billion [5][6]. Investment Strategy - Meta has acquired a nearly 3% stake in EssilorLuxottica, indicating a strong commitment to the smart glasses market [5][6]. - This investment could potentially increase to 5%, allowing Meta to influence EssilorLuxottica's operations [7]. Market Focus - The shift towards smart glasses is seen as a more viable path for Reality Labs compared to VR headsets, as smart glasses cater to a broader market [9][10]. - In 2024, Meta sold one million Ray-Ban smart glasses, with a target of two to five million by 2025, although sales fell by around 6% in Q1 compared to the previous year [11]. Competitive Landscape - The emergence of new competitors, such as Google partnering with Samsung and Warby Parker to release smart glasses in 2026, poses a threat to Meta's market position [14]. - Strong sales growth in Meta's smart glasses is crucial for the company's future, as Reality Labs is unlikely to achieve profitability soon [15].

Product Overview - Oakley Meta HSTN 是一款新的 AI 眼镜产品线，加入了 Meta Ray-Bans 系列 [1] - 该产品在设计和价格上有所改进，限量版售价 500 美元 [1] Market Positioning - 该产品定位为智能眼镜，与 Meta Ray-Ban 竞争 [1]

Future of Technology & AI - AI is expected to become more emotional, leading to strong emotional bonds between humans and AI, potentially influencing user experience and interaction design [43][44][45] - Smart glasses are predicted to replace smartphones, with the mirror world (digital twin of the real world) becoming a key interface for interacting with AIs and robots [33][34][38] - The development of smart glasses faces significant technical challenges, and it may take 5-10 years or more to achieve widespread adoption [48][49] - Chinese companies are considered more likely to innovate in smart glasses due to their supply chain advantages and willingness to experiment [53][54] - Home humanoid robots are unlikely to be prevalent in 25 years, with limited improvement in capabilities despite cost reduction; industrial or commercial applications are more likely [58][59][60] Education & Learning - The education system needs to adapt to AI, focusing on teaching students how to learn and ask questions, rather than memorizing answers [13][15][17] - Learning how to learn and mastering a skill are more important than specific knowledge for future job roles [15][16][20] Media & Content Creation - The media industry will still need human reporters in 25 years to oversee AI-driven research and guarantee the quality and accountability of content [22][23][24] - Experiential news, where users are immersed in a virtual environment, will become more common [26][27] - Smaller media startups have an advantage in adapting to new technologies compared to larger, established media companies [28][29][30] Space Exploration & Longevity - Cities on Mars are unlikely, with space exploration primarily serving as a research endeavor with indirect economic benefits [64][65][66] - Extending healthy lifespan is more desirable than simply extending age, with limited progress expected in age extension [72][73] Societal & Economic Impact - The global population is expected to shrink, particularly in China, leading to a demographic challenge with fewer young people and more older people [77][78] - AI could help solve economic problems related to an aging population by creating an economy where AI also consumes things [79] Brain-Computer Interfaces (BCI) - Non-invasive brain-computer interfaces are expected to be available in 25 years, potentially used by gamers and artists, but their practical applications remain unclear [82][83][84]