AI-powered smart glasses take center stage

Meta Billions of dollars spent virtual reality in a failed manner by trying to capture consumers. As Metavers shifts his bet to smart glasses, investors will watch to see how the public reacts.

The social media company will announce its most advanced smart glasses at the Connect annual event on Wednesday. According to CNBC in August, Hypernova, Hypernova, built -in Hypernova, has a small screen that can be controlled by hand movements through a bracelet using neural technology.

Promotional video of the device reported He appeared on Monday’s Youtube page, but later he was removed.

The device, which is expected to cost 800 dollars, sets up on meta’s partnership. EssilorluxotticaIn 2023, AI-supported Ray-Ban Meta Smart Glasses and Oakley Meta Hstn smart glasses revealed in June. These glasses contain cameras, speakers and microphones and allow users to take pictures of the meta AI audio assistant, shoot video or play music.

Wall Street is concerned about the expenditures of reality laboratories responsible for developing consumer hardware products such as Ray-Ban meta glasses and Quest VR headphones. In July, Meta announced that the reality laboratories department has lost a loss of activity of $ 4,53 billion in the second quarter and has lost approximately 70 billion dollars since the end of 2020.

Investors, Meta’s reality laboratories expenditures will not receive significant equivalent for years, but at the same time a Bank of America Securities Internet Research Analyst Justin Post, “they want to see” they want to see “they will see” “they want to see”, “he says. For now, smart glasses seem to be a more robust investment than VR headphones, which are still niche and can take years to bloom.

“I definitely saw the transition of the focal point of the company from VR headphones to glasses.” He said. “At this point, the glasses will be much more effective and more mass market.”

Meta refused to comment.

In Hypernova, Meta sells smart glasses for the first time to consumers. Although this screen is expected to be small and limited in what it shows to users, the release of Hypernova represents a middle ground between the ray-Ban commodity glasses and Meta’s experimental orion increased reality glasses during the last year’s connection activity.

Orion Ar glasses, which work with wireless information process “Puck”, can reflect 3D visuals to the physical world that people can interact with a bracelet. However, Moor Insights & Strategy’s main analyst Anshel Sag, Orion Ar glasses can produce dazzling visuals, still experimental and costly.

Sag said, “It takes time to deliver something like Orion on a scale, so it’s still a prototype.” He said. “I think that a single screen is a movement in the right direction and will help create an ecosystem of applications.”

CCS InSight Analyst and director Leo Gebie offers Connect Meta the opportunity to improve the unexpected success of Ray-Ban meta glasses. Essilorluxotticica said in July that Ray-Ban Meta Smart Glasses sales have doubled every year during the company’s latest earning report.

“It sounds like a chance to deal with a new product category.” He said.

Analysts will also follow any sign that Meta’s recent strategy shifts about artificial intelligence can help hardware efforts in June, when the company’s $ 14.3 billion in the scale AI invests. Post said it could be the right hardware form factor for the AI ​​features of glasses.

“If they get integration correctly with the devices, AI can really be a better portal than phones,” he said.

However, although Meta has money and technical ability to build smart glasses, it needs to develop a developer ecosystem that fascinates consumers.

Gebebie is the risk of commodity, ultimately rejecting the demonstrations of hychhernova and potentially wider smart glasses market. The $ 800 is expected to cost twice as expensive than the Ray-Ban commodity glasses starting from $ 299.. The CNBC reported in August, but the company will ask at least a little buzzing that the company will want to produce a little buzzing Hypernova glasses for the sale of low internal expectations.

Meta’s ambition is that smart glasses are the next major personal information processing platform. Now, Apple And Google Stay with iOS and Android mobile operating systems respectively.

Apple refused to comment. Google did not respond to the request for comments.

It is unclear whether Meta’s glasses will seize the stance of the smartphone with consumers, but there is a threat that both Apple and Google are working on their competitive products. Apple reported In May, his own glasses project and working on Google announced a $ 150 million partnership Warby Parker To build smart glasses

“The fact that everyone is now developing glasses now shows that Meta’s concept of reality laboratories is well designed and that they are in front of the glasses at this point.” He said. “Can the competition question benefit from mobile operating systems to ensure that people get their glasses?”

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