EssilorLuxottica's AI Glasses Explode in Popularity A Heisenbergian Perspective

• EssilorLuxottica's AI glasses sales more than tripled last year, showcasing significant market traction.
• The company sold over 7 million AI glasses, including Ray-Ban and Oakley models, indicating strong consumer demand.
• Meta and EssilorLuxottica are considering doubling production to meet the growing demand for AI glasses, projecting at least 20 million units by year-end.
• The partnership between EssilorLuxottica and Meta extends into the next decade, solidifying their collaboration in wearable AI technology.

A Glimpse into the Future or Another Fleeting Trend

Well, well, well, what do we have here? EssilorLuxottica, those purveyors of seeing aids and sun shields, are making waves in the 'AI glasses' market. Seems they've managed to flog over 7 million of these things last year. That's quite the jump from the measly 2 million they shifted in '23 and '24 combined. Makes you wonder what Heisenberg could have achieved with such an instrument. It’s all about the science, right? Or perhaps it’s just clever marketing.

Ray-Ban and Oakley: The Cool Kids of the AI Revolution

Apparently, these aren't your grandpa's spectacles. We're talking Ray-Ban and Oakley, brands synonymous with coolness… or at least, that's what the brochures tell you. The article mentions the Oakley version was unveiled in June. It appears even the sunglasses game has decided to "evolve", a sentiment that is also being adapted by Waabi. Waabi's $750M Funding Fuels Robotaxi Revolution Perhaps this trend will steer companies toward new and innovative paths.

Wearable AI: A Sign of the Times or Just Another Fad

The report boldly claims this success is a sign that 'wearable AI devices are gaining momentum with consumers.' Is this really the future, or is it another flash in the pan? Remember Google Glass? Exactly. Still, you can't deny that people are lapping it up. 'Our success in wearables is helping to propel the AI-glasses revolution,' the company boasts. Revolution, huh? Let's not get ahead of ourselves.

Meta Enters the Fray

Meta, formerly known as Facebook, is in on the action. They've been working with EssilorLuxottica since 2019. The first edition in 2021 didn't exactly set the world on fire, but the second-generation launch in 2023 seems to have changed things. A new Ray-Ban iteration, controllable through hand gestures and neural technology, retails for $799. Hand gestures? Neural technology? Sounds like science fiction to me. Or maybe just another way to sell snake oil.

Demand Outstripping Supply

Meta is so excited that they've pushed back the international launch due to 'unprecedented' demand in the U.S. Unprecedented, you say? Bloomberg reports they're considering doubling production to 20 million by the end of the year. Someone's cooking up something big. It’s all about scaling the business, Jesse. Remember that.

A Partnership for the Future

Meta has extended its partnership with EssilorLuxottica 'into the next decade'. So, it seems they're all in. Whether this 'AI glasses revolution' succeeds or fails, one thing is certain: the game is changing. And in this game, you either evolve, or you evaporate. 'I am the one who knocks'. And I’m always watching trends, even if they don't involve my particular expertise.