Why Meta cannot give up on AI glasses: the race for the 'next smartphone' is now in full swing (New York Meta Lab)

Through a visit to a Meta store in New York, the video explains Meta's strategy of securing its next point of contact with users after smartphones through glasses. Meta owns major social services and an advertising business but has depended on Apple and Google's operating-system rules; glasses are presented as a potential way to own a direct gateway to its services in everyday life. Its various audio, display, and VR products represent an approach to expanding the market across uses and price points, while the argument is that a 1 person perspective can make AI use more natural. Combining AI agents with glasses is a future plan, and the video stresses that app downloads or initial popularity cannot be equated with glasses usage, continued use, or revenue. Partners' product sales volumes and Meta's overall division results cover different reporting scopes and should be considered together, but Reality Labs also includes VR and cannot be read as the profit or loss of glasses alone. Brokerages' price targets and estimates for paid conversion and revenue should be distinguished as valuations of Meta as a whole based on assumptions. The key challenges identified are whether repeat use, the developer ecosystem, paid conversion, advertising durability, and the structure of investment losses actually improve. Product specifications, release schedules, and figures reflect explanations at the time of the video and require verification. All directional outlooks are the speaker's conditional judgments, not definitive predictions of short-term prices.