Ed Ludlow
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Appearances Over Time
Podcast Appearances
It's not so much the novelty of the front facing camera or the ability to listen to audio.
It's the ability to use the AI in that medium.
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.
It's not so much the novelty of the front-facing camera or the ability to listen to audio.
It's the ability to use the AI in that medium.
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.
It's not so much the novelty of the front-facing camera or the ability to listen to audio.
It's the ability to use the AI in that medium.
And the next evolution of that being, of course, putting a display into the glasses, moving it into the augmented reality space.
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.
So the installed capacity on an annual basis that the Essilor Luxottica currently has is 10 million.
And sources are telling us that Meta wants them to double that to 20 million.
Bloomberg Audio Studios.
Podcasts, radio, news.
Katie, thank you very much indeed.
And we are on the floor of CES, but we've got some serious conversations to have, not just about retro technology that is being brought back by Parmalaki and one of his startups, but we also want to talk about Anduril because very much defense tech is in the eye of the storm right now.