The Rundown Deep Dive: Did Meta Just Have its iPhone Moment?
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Sep 20, 2025 Meta's new AI-powered smart glasses, the Ray-Ban Display, are being hailed as a potential game-changer. At $799, these glasses feature a built-in screen and a neural wristband for gesture control, but is this really Meta's iPhone moment? The discussion covers Meta's multi-billion dollar investment in Reality Labs, competing giants like Apple and Google, and the significant risks tied to Chinese manufacturing. Can smart glasses genuinely replace smartphones, or will they become another failed wearable tech?
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Display Plus Neural Control
- Meta's new Ray-Ban Display adds a built-in lens screen that surfaces notifications, directions, and calls inside your field of view.
- The neural wristband reads tiny muscle signals to control the glasses with subtle finger gestures.
Escape From Platform Dependence
- Zuckerberg is pushing hardware to escape dependence on Apple and Google and control the next computing platform.
- Meta funnels ad revenue into Reality Labs and AI to build VR/AR hardware and capture future platform value.
Huge Losses Behind The Bet
- Reality Labs has accumulated roughly $70 billion in cumulative losses since 2019.
- Meta funds these losses using profits from its core ads business to keep investing in metaverse and hardware bets.