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Smart glasses are eating VR's lunch, and Meta's 2025 earnings are the proof
Meta's hardware sales revenue is shifting from VR headsets to AI glasses, and it's shaking up Reality Labs in a big way.
Something like what you see above is what Meta spends a whole lot of money every quarter developing, and while it's still several years away, the company's investment in the AR/VR industry is helping it deliver commercially available products ahead of the competition. "Puffin," the current project hardware that's believed to become the Meta Quest 4, is essentially a pair of smart goggles that weigh less than 100g and have all the battery and computing technology in a pocketable iPod-like device. Will Meta Hypernova, with its single-lens display and sEMG gesture bracelet, catch on at a smartphone price level, or are consumers mainly interested in these glasses because they don't cost much more than a normal pair of Ray-Bans?
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