Julian Chokkatu

I have heard you say three times without pulling out my phone.

Yeah, I think at the time, social media was still sort of in its, you know, infancy was still early days.

And, you know, people had smartphones.

But the idea of now strapping one to your face and taking a picture without someone perhaps knowing, I think, was so new.

And now it's much more commonplace, even though we still have those same conversations on privacy.

It's still far more commonplace to see someone do that.

Yeah, for sure.

But I think it was just a little too early back then that there was just this backlash of, no, I don't want that.

And, you know, we're still seeing that again, but I think it's a little more accepted ever since meta's version sort of got popular.

I think definitely the retail aspect of it is very important because it's kind of like smartphones.

You know, there's always new companies trying to enter the market with a new smartphone, but unless they get themselves in a carrier store in America, they're not really going to find much success.

And so by partnering with what is essentially the largest glasses brand in the world, S. Lord Exotica,

I think they position themselves very well to be able to anyone to be able to go to any store and probably find them in stock.

And I think Google is trying to do that similar strategy.

Warby Parker has a lot of locations, so I think maybe they will find similar success there, but maybe not to the same extent.

Yeah, no, for sure.

I mean, keep in mind also that for all of these glasses functionalities, like you still need your phone tethered because a lot of the processing ends up going through your phone, especially with cellular connectivity.

So you still need your phone.

At some point, maybe there will be cellular smart glasses and that will be a thing, but

um they still rely on phones for a lot of the processing and um you know for ai features i think there's definitely way too much being done uh from the from the tech companies in shoving ai in our face in every single way and i think there's a rightful rejection of that and i think that is completely valid and fair um at the same time i think there are elements that have