Core Insights - The company is experiencing strong momentum in the AI glasses market, with expectations for continued growth in the coming months as they build up the category and expand distribution, particularly in the B2B segment [1] - The company aims to leverage its first-mover advantage in the smart glasses market before competition intensifies, with plans to increase production capacity this year [2] - The company is prepared to meet high market demand with flexible production capacity, allowing for internal and external fulfillment as needed [3] Expansion Plans - The company is on track for the rollout of Gen 3 frames in international markets, including Canada, France, and the UK, despite previous delays [4] - There is significant consumer demand and feedback that is being used to adjust capacity, with a new product pipeline expected to launch throughout 2026 [5] - The company anticipates expanding its product family with additional brands, potentially including Prada, although specific details on future brands are not disclosed [5] Strategic Partnerships - The relationship with Meta is described as productive and interactive, with both companies complementing each other’s strengths in distribution and consumer understanding [6] - The collaboration between the two companies is crucial for the success of wearable technology, with joint efforts leading to unique product offerings that are well-received by consumers [7]