After burning $58 billion+ on VR/metaverse bets that failed to achieve mainstream adoption, Meta has found hardware success with an unexpected product: Ray-Ban Metasmart glasses.
Ray-Ban Meta glasses represent a fundamental shift:
AI-first, not VR-first: The value is the AI assistant
Glasses, not goggles: Socially acceptable form factor
Augmented, not immersive: Enhances reality rather than replacing it
Luxottica distribution: Global optical retail presence
Why It Works
Factor
Details
Form Factor
Looks like normal Ray-Bans
Utility
AI assistant useful from day one
Distribution
Luxottica’s global retail network
Edge AI
On-device processing, privacy-first
Infrastructure Connection
Every pair of Ray-Ban Meta glasses is another endpoint generating AI inference demand — extending Meta’s application layer from smartphones to always-on wearables.
Gennaro is the creator of FourWeekMBA, which reached about four million business people, comprising C-level executives, investors, analysts, product managers, and aspiring digital entrepreneurs in 2022 alone | He is also Director of Sales for a high-tech scaleup in the AI Industry | In 2012, Gennaro earned an International MBA with emphasis on Corporate Finance and Business Strategy.
