Neil Freiman

If at first you don't succeed, watch someone who is succeeding and then do exactly what they're doing.

And Mark Zuckerberg and Meta have done a great job with their glasses.

I think one of the keys that Google Glass didn't do 11 years ago was partner with somebody else to make the hardware and make it fit into their daily lives.

For some reason, this never occurred to anyone until Meta went out and said, hey, Ray-Ban, you actually make cool glasses that people buy.

Why don't we just make an AI smart glass with you?

And those have been selling like hotcakes.

In November, they just had this recent launch.

It sold out at every store in 48 hours.

So Google is doing something similar.

They've made a $150 million commitment with Warby Parker.

And they say our belief here is that glasses can fail based on a lack of social acceptance for consumers.

AI and XR to be truly helpful.

XR is extended reality.

The hardware needs to fit seamlessly into your life and match your personal style.

So it feels like they figure out the hardware angle.

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