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Meta’s Smart Headware Push

103 snips
Aug 18, 2025
Meta is on the verge of launching smartglasses that feature a display, alongside a deep dive into future headware technology. The discussion also highlights the struggle for AI supremacy, questioning whether financial investment alone can fuel success. With Silicon Valley facing a talent war, the trend of reverse acquihires is examined, shedding light on shifting startup dynamics. The podcast also touches on the challenges of managing SaaS tools and a personal transition away from Google products, exploring new browser and search options.
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INSIGHT

Meta's $800 Hypernova Push

  • Meta plans to ship Hypernova AR glasses with a small right-lens display and neural wrist controller for around $800.
  • The company accepted lower margins to hit that consumer entry price but accessories and prescriptions will raise costs.
INSIGHT

Tiramisu Reframes Visual Targets

  • Meta's Tiramisu research headset reached 90 PPD, 1400 nits, and triple Quest III contrast but with a narrow 33x33° FoV.
  • Brightness and contrast may matter as much as resolution when chasing visuals indistinguishable from reality.
INSIGHT

Boba 3 Balances FoV And Practicality

  • Boba 3 targets a consumer-feasible ultra-wide FoV of 180x120° using 4K LCDs and refined pancake optics for ~30 PPD.
  • The big barrier to shipping is compute: foveated rendering and upscaling help but may not be enough.
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