Jordi Hays

And then the app store came in the future revisions.

And then you got Uber and DoorDash and all the games and stuff.

But it was enough on day one that you were like, well, I've been carrying a phone.

This is a sleeker looking phone.

I'll replace it.

And so whenever I go to VR, AR, I'm always like, this should be a replacement for my 24 inch monitor that I plug my laptop into.

or it should be a replacement for a home theater or a 65 inch TV or another screen, because in many ways it is just another screen.

So are you replacing the smartwatch?

Are you replacing the phone?

Are you replacing the iPad?

Like you got to sort of laser in instead of just trying to be something that's like entirely net new, it's hard.

Like the AirPods were headphones first, you know?

I think a lot of people like the meta Ray-Ban display specifically to use for phone calls and for just music.

Like they're just, oh yeah, I'm going for a walk in the park and I'll just take these and play music on these instead of headphones.

And it's like, then you can get into the, you know, meta Ray-Ban displays and like interfacing with AI and all that other stuff.

But I would imagine the majority of the time is spent like taking a couple of photos, pretty basic.

Everyone has a phone, but this is a little bit easier and listening to calls and listening to music.

But yeah.

Billion DAUs of glasses, smart glasses broadly.

How on earth can you use eye tracking in those?