Here's a bunch of stuff that The Verge sees in our feed. This is a Tesla phone on Facebook. This is obviously not real. I love that this is only $299.And Elon Musk is doing like a YouTube thumbnail face in here. This phone has five cameras on it, which I think is funny. A lot of people are falling for this stuff.My uncle's friend told me he can't wait for the Tesla phone to come out. This is another favorite one. The Nokia has two screens on the back and both say the time.one a little tiny bar and then one ...

Xiaomi's billionaire co-founder unveiled a $630 smartphone designed to take on the just-released iPhone 17, underscoring the Chinese company’s broader ambitions to take on US rivals from Apple to Tesla https://t.co/UwCrCJTVtV ...

Meta launches $799 Ray-Ban smart glasses with a screen, aiming to start replacing your smartphone. https://t.co/3lB2gZl3bS ...

Blue is back on the Pros 🤩💙🫐 Unbox the $1,499 1TB iPhone 17 Pro with us in Deep Blue #unboxing #iphone17pro #apple #iphoneunboxing #smartphone ...

Xiaomi will release its next flagship smartphone this month and update its branding in a measure to go head-to-head with Apple in the premium smartphone market https://t.co/ernRmT9raI ...

When Apple launched the iPhone X in 2017, it established a new category: the $1,000 smartphone. In the eight years since, that price point has barely budged. https://t.co/b7Q7nYeKhn ...

But alas, this phone will only be available in China. #unboxing #honor #foldable #tech #mobile #smartphone ...

AI Hardware & Strategy - Google's Pixel event focuses on AI integration into smartphones, earbuds, and smartwatches, emphasizing AI's role [1][2] - The AI hardware market has faced challenges despite the growth in chatbots, with limited revolutionary advancements [3] - Apple CEO Tim Cook suggests AI will likely enhance accessories rather than replace the phone, focusing on personalizing the assistant [5][6] Market Competition & Trends - Meta's Ray-Ban glasses with a built-in camera and Meta AI assistant, and Amazon's acquisition of B Artificial Intelligence, indicate momentum in AI-powered wearable devices, though none have achieved significant market penetration [3][4][5] Apple's Production Strategy - Apple is reportedly accelerating plans to produce US-bound phones in India, potentially circumventing tariffs [7][9] - Tim Cook's $600 billion investment offer in the United States seems to have resolved issues regarding production locations [9]

Core Viewpoint - Meta Platforms is focusing on the development of AI glasses as a potential replacement for smartphones, despite significant losses in its Reality Labs segment [2][3][6]. Financial Performance - In Q2, Meta's advertising business performed well, while Reality Labs lost over $18 billion in the past year [1]. - Meta's current stock price is $785.23, with a 12-month price target of $822.41, indicating a potential upside of 4.73% [8]. Market Opportunity - The global market for AI glasses could reach $400 billion, significantly larger than Meta's revenue over the last 12 months [4][5]. - The smartphone market, with sales exceeding $100 billion in Q2 2025, serves as a reference for the potential growth of AI glasses [5]. Competitive Landscape - Apple's recent lack of innovation in iPhone models has created an opportunity for Meta to position AI glasses as a necessary technology [7][9]. - Meta's R&D spending averages over 27% of its revenue, compared to Apple's 7.7%, highlighting Meta's commitment to innovation [10]. Future Outlook - If AI glasses achieve mass adoption, they could provide significant growth for Meta, complementing its existing advertising business [11].

Market Trend - Samsung plans to launch a trifold smartphone later this year [1] - Huawei is also exploring the relatively untested trifold smartphone market [1]