Jaeden Schafer

Bloomberg recently said that Meta was considering doubling production to meet demand for these.

And they also have a deal with Oakley.

So there's more glasses brands kind of coming on board with this.

Right now, they have pushed further kind of into some of their AI-powered wearables.

And they're just basically to get the Meta AI out there more.

There's obviously a lot more consumer interest, I think.

Right now we have OpenAI and Amazon and a lot of other people exploring hardware.

And I think honestly, because they were in the metaverse, they spent, you know, over $70 billion there.

I think they were really well set up to kind of go and do these meta ray bands.

And I think they're actually beating out most of the other players.

We've seen that Google has announced that they're going to be coming out with some glasses and in the Google glasses, you're going to be able to have augmented reality.

So maps will be projected on the lens of your

And I think this is really cool because you have the stem of the glasses are right next to your ears where you can put a microphone, the front of the glasses, you can put a camera on them.

And so you can have speakers, microphones, camera, and then augmented reality on the lenses to show you maybe if you're looking at maps, what direction to walk.

And so overall, I think that these are actually an amazing form factor.

You can talk to your glasses.

It's something that people are used to wearing.

And I think that Meta definitely got ahead of everybody else in this space because of, you know, all the money they were spending on the Metaverse.

So I think if you kind of look at everything together, the math doesn't really work.

The Metaverse wasn't getting enough users, developers or any sort of sustainable economics.