Jaeden Schafer

So I think Snapchat is a little bit forgotten.

If they can keep up, I think that they do also have a good product if this market is growing.

So I'm

Even OpenAI right now, which has definitely not released any hardware, they're also exploring hardware AI wearables.

They haven't explained exactly what those are.

There's a lot of different kind of ideas.

People think that they might be like a pin or an earbud or glasses.

Apple is rumored to be working on an AirTag sized AI device as well that's going to compete with that.

But I think right now, no one really knows.

And everyone has been very cautious with

That, especially after the Humane AI pin kind of flopped.

So for now, I think Meta is basically the most aggressive player in this hardware market.

They're actually shipping AI glasses at scale.

They actually work.

I have a lot of friends, a lot of friends that are not in tech that are just like, yeah, I got these cool Meta Ray-Bans.

Look at all the cool things.

I can take pictures and do all this stuff like on the go.

And

I think people really like them.

So they have a lot of different markets, a lot of different models.