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Gene Munster Says Meta's New Display Glasses Deliver Impressive Tech But 'Not Much To Do,' Warning Mass Adoption Is Still Years Away - Meta Platforms (NASDAQ:META)
Benzingaยท 2025-11-14 09:58
Core Insights - Gene Munster's review indicates that while Meta Platforms, Inc.'s new Display smart glasses have impressive technology, they lack practical utility for mainstream consumers [1][2][5] Product Evaluation - The hardware of the Meta Display initially impressed the reviewers, but they found limited functionality, stating there was "not much to do" with the product [2] - The glasses excel at displaying notifications but do not offer significant advantages over existing devices like smartphones or smartwatches [2] - Voice dictation was described as "buggy" and slower than using a phone, and photo quality was inferior to smartphone cameras [3] - The AI capabilities for object identification were criticized for being vague and inaccurate, falling behind competitors like OpenAI's ChatGPT and Google's Gemini [4] Investment Perspective - Despite the current limitations, Munster believes that Meta's $18 billion annual investment in Reality Labs is a strategic long-term decision, focusing on consumer wearables rather than enterprise headsets [5] - He predicts that mainstream adoption of such technology is still years away [5] Competitive Landscape - Meta recently launched two new smart glasses, the $499 Oakley Meta Vanguard and the $799 Ray-Ban Display, which are positioned against Apple's upcoming XR products, including smart glasses expected in 2027 [6] - Analyst Ming-Chi Kuo suggested that Apple could eventually surpass Meta's smart glasses lineup despite entering the market later [7]