🧠 Food for thought

Implications, context, and why it matters.

Shipments do not prove sticky use. Check EssilorLuxottica earnings for monthly active users (MAU) and repeat buys

• HSBC projects $200 billion by 2040, based on Ray-Ban Meta early sales turning into ongoing use 1. The bank gives no monthly active user counts or retention metrics.
• EssilorLuxottica (the eyewear company behind Ray-Ban) reports 2 million pairs sold since October 2023 2. It plans 10 million a year by end of 2026, yet no public data covers use of the camera, AI features, or Meta’s AI assistant.
• Quarterly earnings from EssilorLuxottica can surface channel inventory levels and sell-through rates (how many units retailers sell to consumers) 3. Look for comments on repeat buyers, which will signal steady demand or launch buzz that could fade.

Third-party developers can build voice and vision apps as Meta and Google open SDKs in 2025 to 2026

• Meta opened the Wearables Device Access Toolkit in public preview 4. iOS and Android apps can stream 720p video at 30 frames per second (FPS) from Ray-Ban Meta glasses over Bluetooth. That enables livestreaming, AI object recognition, and hands-free tasks.
• Google’s Android extended reality (XR) SDK Developer Preview 3 adds tools for AI glasses, starting with motion tracking and geospatial (location-based) features 5. It also brings eye tracking, depth maps, and Unity (a 3D game engine) scene meshing. Partners on the way include Samsung and Warby Parker (an eyewear retailer).
• Software-as-a-service (SaaS) companies should evaluate both platforms now 45. So should enterprise systems integrators (firms that implement and connect software across large organizations). Prioritize features like live captions, real-time translation, or field service overlays based on Bluetooth bandwidth, display application programming interfaces (APIs) where available, and app distribution policies.