Smart glasses Loading... : Investor Sentiment and Bull/Bear Views
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23:30
Sep 17
Sep 17
Smart glasses lack product-market fit.
John Coogan thinks the smart glasses category will remain challenged because it competes with the smartphone and AirPods while offering only incremental benefits, such as saving a few seconds to take a worse photo. He notes years of marketing push without product-market fit and hasn't seen Meta Ray-Ban displays used in the real world.
HIGH
01:49
Sep 06
Sep 06
Smart glasses will drive inference demand.
Wearable smart glasses will have their iPhone moment probably within the next few years, creating an enormous draw on inference because they must passively and contextually assess the user's environment and advise them.
MED
14:03
Jan 20
Jan 20
Smart glasses are next computing platform.
Meta believes it has a real lead in wearables, which it views as the next computing technology. Its Ray-Ban and Oakley glasses partnership lets AI see what the user sees, hear what the user hears, and talk to them throughout the day, making glasses the right form factor to bring personal AI to people.
HIGH
17:16
Jan 13
Jan 13
Smart glasses gain traction via AI
Smart glasses are gaining real traction after past failures because they are a natural form factor for voice-based AI assistants, not just camera or audio devices. The category is evolving toward AR displays, and CES showed many more smart-glass offerings, supporting a broad smart-glasses growth theme.
MED
11:44
Jan 07
Jan 07
Smart glasses manufacturing not ready yet
Josh says smart glasses are a promising long-term form factor, but the manufacturing technology required to make them at scale and at acceptable quality is not there and will not be there soon. He calls it difficult and expensive to solve and says he does not feel good about current smart-glasses hardware.
MED
15:08
May 20
May 20
AI glasses now sensible, battery still limits
Brin admits he got the timing totally wrong on Google Glass and that the technology simply was not ready then, but says glasses with a screen now make much more sense to him and that it is a cool form factor in the AI era. The blocker he names is battery life, which Google and others still need to overcome. He frames it as the plausible mainstream human-computer interface to watch rather than something he is acting on today.
MED
About Smart glasses Investor Commentary
Across the available history and selected sources, Buzzberg tracks Smart glasses across 6 sources: 3 bullish vs 0 bearish calls from 6 authors. Historical directional balance: 50% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 6 total trade ideas tracked. Past 7 days, before deduplication: 1 other directions. Latest voices: John Coogan, John-Clark Levin, Joel Kaplan.