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What you need to know: This weblog captures key data points about the global telecoms industry. I use it as an electronic notebook to support my work for Pringle Media.

Friday, February 2, 2024

Strong Sales of Meta Smart Glasses

The Ray-Ban Meta smart glasses are off to a very strong start, in terms of both sales and engagement, Mark Zuckerberg, CEO of Meta, told financial analysts.  "Our partner EssilorLuxottica is already planning on making more than we'd both expected due to high demand. Engagement and retention are also significantly higher than the first version of the glasses. The experience is just a lot better with Meta AI in there, as well as a higher resolution camera, better audio, and more. We also have an exciting roadmap of software improvements ahead, starting with rolling out multimodal AI and then some other really exciting new AI features later in the year."

Zuckerberg went on to argue that people are going to "want new categories of devices that let you frictionlessly engage with AIs frequently throughout the day without having to take out your phone and press a button and point it at what you want it to see. I think that smart glasses are going to be a compelling form factor for this."

He admitted that Meta had initially assumed that smart glasses would need to have full displays, support holograms and deliver a sense of presence to become a mainstream product. But "now it seems quite possible that smart glasses that have AI assistants built in will be the killer app, and that the holograms and sense of presence will come later." 

At the same time, Meta reported that its new virtual reality headset, the Quest 3, has got off to "a strong start". Zuckerberg said he expects the Quest 3 to continue to be the most popular mixed reality device (despite the launch of Apple's Vision Pro headset). Source: Meta Q4 earnings call transcript

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