Mark Zuckerberg

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I don't know if we've given a number on that, but... I know, that's what I'm asking. Yeah, it's going very well. One of the things that I think is interesting is we underestimated demand. One thing that is very different in the world of consumer electronics than software is... there are fewer kind of supply constraints in software.

I don't know if we've given a number on that, but... I know, that's what I'm asking. Yeah, it's going very well. One of the things that I think is interesting is we underestimated demand. One thing that is very different in the world of consumer electronics than software is... there are fewer kind of supply constraints in software.

I don't know if we've given a number on that, but... I know, that's what I'm asking. Yeah, it's going very well. One of the things that I think is interesting is we underestimated demand. One thing that is very different in the world of consumer electronics than software is... there are fewer kind of supply constraints in software.

There are some, I mean, like some of the stuff that we're rolling out, like the voice on Meta AI, we need to meter it as we're rolling it out because we need to make sure we have enough inference capacity to handle it. But fundamentally we'll resolve that in weeks, right?

There are some, I mean, like some of the stuff that we're rolling out, like the voice on Meta AI, we need to meter it as we're rolling it out because we need to make sure we have enough inference capacity to handle it. But fundamentally we'll resolve that in weeks, right?

There are some, I mean, like some of the stuff that we're rolling out, like the voice on Meta AI, we need to meter it as we're rolling it out because we need to make sure we have enough inference capacity to handle it. But fundamentally we'll resolve that in weeks, right?

But for manufacturing, it's like, you make these concrete decisions like, okay, are we setting up four manufacturing lines or six? Each one, it was a big upfront CapEx investment, and you're basically deciding upfront the velocity at which you're going to be able to generate supply before you know what the demand is. So on this one, we thought that Ray-Ban Meta was probably going to sell...

But for manufacturing, it's like, you make these concrete decisions like, okay, are we setting up four manufacturing lines or six? Each one, it was a big upfront CapEx investment, and you're basically deciding upfront the velocity at which you're going to be able to generate supply before you know what the demand is. So on this one, we thought that Ray-Ban Meta was probably going to sell...

But for manufacturing, it's like, you make these concrete decisions like, okay, are we setting up four manufacturing lines or six? Each one, it was a big upfront CapEx investment, and you're basically deciding upfront the velocity at which you're going to be able to generate supply before you know what the demand is. So on this one, we thought that Ray-Ban Meta was probably going to sell...

three or five times more than the first version did. And we just dramatically underestimated. So now we're in this position where it's actually been somewhat hard for us to gauge what the real demand is because they're sold out and you can't get them. So if you can't get them, then how do you know where the actual curve is? But we're basically getting to the point where that's resolved, where...

three or five times more than the first version did. And we just dramatically underestimated. So now we're in this position where it's actually been somewhat hard for us to gauge what the real demand is because they're sold out and you can't get them. So if you can't get them, then how do you know where the actual curve is? But we're basically getting to the point where that's resolved, where...

three or five times more than the first version did. And we just dramatically underestimated. So now we're in this position where it's actually been somewhat hard for us to gauge what the real demand is because they're sold out and you can't get them. So if you can't get them, then how do you know where the actual curve is? But we're basically getting to the point where that's resolved, where...

The supply, now we kind of adjusted. We made the decision to build more manufacturing lines. It took some time to do it. They're online now. It's not just about being able to make them. You need to get them into all the stores and get the distribution right. We feel like that's in a pretty good place now.

The supply, now we kind of adjusted. We made the decision to build more manufacturing lines. It took some time to do it. They're online now. It's not just about being able to make them. You need to get them into all the stores and get the distribution right. We feel like that's in a pretty good place now.

The supply, now we kind of adjusted. We made the decision to build more manufacturing lines. It took some time to do it. They're online now. It's not just about being able to make them. You need to get them into all the stores and get the distribution right. We feel like that's in a pretty good place now.

So I'd say over the rest of this year, we're going to start getting a real sense of the demand. But while that's going on, the glasses keep getting better because of over the air AI updates. So the hardware doesn't necessarily change, even though we keep shipping new frames and new type of, you know, they're adding more transitions lenses because people want to wear them indoors.

So I'd say over the rest of this year, we're going to start getting a real sense of the demand. But while that's going on, the glasses keep getting better because of over the air AI updates. So the hardware doesn't necessarily change, even though we keep shipping new frames and new type of, you know, they're adding more transitions lenses because people want to wear them indoors.

So I'd say over the rest of this year, we're going to start getting a real sense of the demand. But while that's going on, the glasses keep getting better because of over the air AI updates. So the hardware doesn't necessarily change, even though we keep shipping new frames and new type of, you know, they're adding more transitions lenses because people want to wear them indoors.