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Inside Meta’s New Smart Glasses: Upgrades, AI Features & Performance

Name: Inside Meta’s New Smart Glasses: Upgrades, AI Features & Performance
Uploaded: 2025-10-23T17:23:10Z
Description: Hamid reviews the new Meta Smart Glasses (2025) — covering design updates, camera quality, battery life, and how they compare to ChatGPT and AirPods. 👓🤖 The guys also discuss Meta AI’s performance, recent UX issues, and how AI ecosystems like Gemini, Siri, and Meta are competing for dominance in

10/23/2025, 5:23:10 PM

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Economic Summary

Meta is reportedly laying off 600 people from its AI group, which may slow development and reflects near-term cost cutting and execution risk for META.
Consumer AI on devices is tightly coupled to platform providers (Meta/Gemini, Google/Android, Apple/Siri), raising the prospect of default-agent dominance and monetization dynamics similar to search (implications for GOOGL, AAPL, META).
Hardware iterations like MetaGlasses deliver incremental improvements (battery, cameras, speakers) that expand niche use cases such as hands-free video recording, but poor onboarding, connectivity limits, and subpar AI UX limit near-term adoption.

Bullish

MetaGlasses show tangible hardware improvements: better battery, cameras, and speakers.
ChatGPT/OpenAI superiority could drive demand for AI-integrated devices and services.
Platform-AI integrations (Apple Siri/ChatGPT, Google Gemini) can create strong device ecosystem advantages.

Bearish

Meta's AI reportedly underperforms ChatGPT and has disappointing UX.
Meta laid off 600 people from its AI group, signaling execution and organizational risk.
Devices locked to a single AI agent risk reduced consumer choice and competitive problems.

Bullish tickers

OPENAIAAPLMETAGOOGL

Bearish tickers