Ed Ludlow
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Appearances Over Time
Podcast Appearances
This is Bloomberg Tech.
This is Caroline Hyde.
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The Meta Ray-Bans have been even a surprise to the leadership at Meta.
They never really thought that they would have the traction that they have.
The demand is strong right now such that if they can see the demand being sustained, what we're hearing is that for 2026, maybe even 30 million units
The reason this has been a success is for Meta, the glasses have been the form factor by which consumers engage with Meta AI, a voice based AI assistant.