Jaeden Schafer

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.

So AI, by contrast, is already becoming one of the core products on meta.

And so I think for meta, killing the metaverse is kind of the obvious solution.

The metaverse experiment, it feels like, is kind of coming to an end.

I think the future, at least for now, is going to be in AI, where meta is going to focus the most.

And I actually think that they're going to be a really powerful player because of the meta Ray-Bans and because of some of the

the programs they had in the past that have now sort of evolved to that as the final form factor.

So thank you so much for tuning into the podcast.

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