The comparison to OpenAI's revenue trajectory is brutal but fair. When you're dropping billions on AI infrastructure, investors need to see something more tangible than a chatbot that most users stumble into by accident. The Vibes video generator getting downloads is cool, but that's not a defensible business model or a moat. Until Zuckerberg can articulate a clear path from capex to revenue beyond vague promises about future models, the market skepticism is compleetely justified.
I think people shouldn't be ignoring the smart glasses push.
The industry is trying to shrink an entire supercomputer, plus camera, display, speaker, and AI assistant — into a pair of glasses that won’t make you look like an off-brand Robocop. We’re not all the way there yet. We’re still constrained by power, compute, cost, size, weight, and battery life.
The comparison is that today’s headsets are the clumsy, archaic brick phone, and the ultimate, seamless smartphone-level goal for the entire category is the lightweight, stylish glasses. The glasses will become a kind of co-pilot for daily life, sitting in the background until you need it, and then showing up exactly when you do.
The comparison to OpenAI's revenue trajectory is brutal but fair. When you're dropping billions on AI infrastructure, investors need to see something more tangible than a chatbot that most users stumble into by accident. The Vibes video generator getting downloads is cool, but that's not a defensible business model or a moat. Until Zuckerberg can articulate a clear path from capex to revenue beyond vague promises about future models, the market skepticism is compleetely justified.
I think people shouldn't be ignoring the smart glasses push.
The industry is trying to shrink an entire supercomputer, plus camera, display, speaker, and AI assistant — into a pair of glasses that won’t make you look like an off-brand Robocop. We’re not all the way there yet. We’re still constrained by power, compute, cost, size, weight, and battery life.
The comparison is that today’s headsets are the clumsy, archaic brick phone, and the ultimate, seamless smartphone-level goal for the entire category is the lightweight, stylish glasses. The glasses will become a kind of co-pilot for daily life, sitting in the background until you need it, and then showing up exactly when you do.