How Meta took the lead in the race for the post-smartphone world

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Meta has become the leader in AI-enabled smart glasses, with sales tripling last year to reach 7 million pairs sold by EssilorLuxottica in 2025. The company established its lead through a strategic partnership with the eyewear group and a focus on design and comfort, with glasses weighing under 50 grams. Meta expanded its lineup with audio-only glasses at $349, display glasses starting at $799, and new virtual reality glasses at $1,299 weighing just 100 grams. The company faces multiple class-action lawsuits related to privacy concerns and the use of data collected by built-in cameras. Competitors including Apple, Snap, and OpenAI are also developing AI-powered connected devices, signaling intense competition to define the next dominant hardware platform.

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