There's a good shot that AR finally reaches PMF on the back of always-on AI embedded glasses Few reasons why I believe this : 1. Typing as an interface is inefficient Typing as an interface to AI is inconvenient. It breaks the flow of whatever you're doing by requiring you to stop, change tabs, and type Voice with audio response and optional visual display is much smoother. You don't need to waste time breaking flow and are able to conveniently access intelligence on the go 2. Solving the fourth device problem Historically, AR/VR has struggled convincing people they need another device or to replace an existing one. Why isn't a computer, phone and television enough ? Meta glasses range from ~$300-$800 depending on the frame and feature set. Instead of introducing a fourth device (i.e., a heavy headset) they are replacing an existing accessory (i.e., luxury sunglasses). On the lower end ~$300 you're not spending much more than you would on a vanilla pair of Ray Bans 3. Social acceptance Another barrier to AR/VR has been social acceptance. We are not used to seeing people walk around with clunky headsets, even if it's in the privacy of your home or office. We are already used to watching people talk through ear pods and wear glasses individually Glasses also have full visual pass through by default, improving awareness of your surroundings 4. Sales growth Meta Raybans were first released in October 2023. From release to end of 2024, about 2 million units were sold. In 2025 alone 7 million units were sold (>3x growth) 5. Positioning change In-glasses cameras have historically been marketed to content creators (for their ease of capturing PoV shots). This is a much smaller market than AI assistance which is at the bottom of it's S-curve for adoption