So, the Meta CTO mentioned that they really need to boost sales this year, especially for mixed reality. They’re planning to launch around six more AI-powered wearable devices, which sounds ambitious. But do you think these wearable AI devices will actually help with the whole metaverse thing? I mean, VR seems like it will be a niche for a long time. Those birdbath movie glasses have been a much bigger hit. It feels like people don’t really need VR; they just want screens, so screen replacement glasses sell better.
https://archive.md/pgTA7
Those birdbath movie glasses have been a hit, but you should know that birdbath AR glasses sell about 10 times less than that. It’s all about the market demand.
That’s interesting. So, it seems like there’s a pretty big gap in what people actually want versus what’s being sold.
I don’t think screen replacement AR or VR will be big hits. The only consumer product that will really take off is smart glasses. Something like the Orion combined with Apple Vision and Ray-Ban style would be ideal. But honestly, these products have low margins, and they’ll need $40 billion in annual sales to meet the expectations the market is looking for. Any wearable product that’s just for home use won’t succeed; it needs to be practical for outdoor wear. We’re looking at a timeline of about 5 to 7 years before that happens.
That’s a long wait. It makes me wonder if Meta will stick it out that long.
The Mac is a poor example. It took a decade for it to make any impact, and the company was nearly bankrupt. Plus, the Commodore Amiga was released around the same time and was way ahead in tech but much cheaper. So, the comparison doesn’t hold up well. I think AR will still be pushed in 2026, but VR will fragment, and Meta might end up selling its VR hardware business in a fire sale.
That’s a harsh take. But I can see how they might struggle if they don’t pivot quickly.
Honestly, nobody wanted ‘Horizon Worlds.’ It was a bland experience on headsets. Most people want to create and be in shared XR spaces instead of Meta’s watered-down vision.
That’s a solid point. A lot of people want to build their own experiences rather than follow a preset path.
Why is 2025 being called the most important year for Meta? What major announcements are expected? I can only assume it’s their upcoming glasses with a display or something. Really curious about that.
They definitely need to boost that stock price somehow.
Honestly, no one is going to leave their phone at home and take a pair of glasses instead. I just don’t see how Meta can succeed like that.
Agreed. It feels like they’re trying to push something that people aren’t ready for yet.