The Information's TITV Meta’s VP of Wearables on AI Glasses Business Model, OpenAI Poaches Apple’s AI Talent | Sep 19, 2025
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Sep 19, 2025 
Joining the discussion are Alex Himmel, Head of Meta's wearables unit, who shares insights on the new Ray-Ban Meta glasses, including their pricing and AI features. Aaron Ginn, CEO of Hydra, talks about the economics behind AI infrastructure and the significance of NVIDIA's latest investments. Theo Waite reveals the challenges of XAI’s rapid data center build in Memphis, highlighting Brent Mayo's pivotal role. The crew also dives into OpenAI's strategy of poaching Apple’s hardware talent for innovative AI devices.
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Hardware First, Software Monetization Later
- Meta positions glasses as fashion-first hardware, adding software and AI later to create value.
- Alex Himmel expects software (AI subscriptions) and scale to drive long-term margins.
Price For Market Fit, Not Immediate Profit
- Price early devices to match category expectations rather than chase per-unit profit.
- Focus on product-market fit and scale before expecting hardware profits.
Cascaded Models Power Glasses
- Meta uses a cascaded architecture: on-device, phone, and cloud models to balance latency and capability.
- Wearables supply datasets and evals to the super intelligence team to shape underlying models.