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Ambient Computing & Devices

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    Meta clearly wants to own the new hardware platform: glasses.

    Really, really badly.

    But what if Snap’s Spectacles make more sense?

    Whereas Snap, which has really begun leaning into its identity as a messaging platform more than a social network, is really going to, I think put communication and sharing of communication between users at the heart of Spectacles and that is going to, I think, give it a purchase in a way that the Meta’s Ray-Bans have not.

    Meta’s apps are much more about consumption these days, how do glasses integrate with that paradigm?

    via EMARKETER

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    Foursquare’s MarsBot has been reborn as BeeBot (basically).

    It sounds like a glimpse at the future of computing (ambient computing!). The interface is your headphones (AirPods get the name drop) and information is fed to you via your location (using AI (obvs)).

    Audio augmented reality

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    👓

    Al glasses gained further traction in the first half of the year, with Ray-Ban Meta more than tripling in revenue year-over-year.

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    Following the category-defining success of Ray-Ban Meta, the #1 selling Al glasses in the world which had sold millions of units since launch…

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    the insatiable demand for Ray-Ban Meta

    Meta is mentioned 32 times in this eyewear company’s earnings report.

    Oakley and Prada versions are next.

    Is Zuck’s hardware platform dream being realized? Smart glasses remain my bet for the next consumer computing shift.

    via Luxottica earnings report (PDF)

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    Apple is bringing in the big guns to power Siri: now with AI!

    OpenAI and Jony Ive are thinking screen-free.

    Google and Perplexity are powering assistants elsewhere.

    Smart glasses are spilling from every nook and cranny.

    As the ambient computing future draws nearer, what does your brand sound like?

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    Meta is growing its smart glasses lineup 🕶️

    Another name brand partnership, this time geared towards a different consumer. Clearly there is revenue here.

    Like the existing Meta Ray-Ban glasses, the Oakley model features a front-facing camera, along with open-ear speakers and microphones that are built into the frame. After they are paired with a phone, the glasses can be used to listen to music or podcasts, conduct phone calls, or chat with Meta AI. By utilizing the onboard camera and microphones, Meta AI can also answer questions about what someone is seeing and even translate languages.

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    Silicon Valley has agreed, smart/XR glasses are the future.

    The Goliaths are taking the iterative approach. Start with the minimum viable device and move towards optics. They want to own the platform.

    Xreal is taking the opposite approach. Start with the optics and work back to platform status.

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    This Exponential View episode is worth a listen as a quick overview of the current tech inflection points, like:

    • the AI layer upending the current ad funded model of the “open” internet
    • why we should approach AI model advancements with optimism

    But this is the big one for me:

    It”s no longer about phones. It’s about ambient computing.

    Ambient, invisible computing

    I started writing about this way back in 2020, this will be the biggest marketing shift of the era.

    Apple’s liquid glass is the public facing beginning of this shift (for them).

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    What Google announced at I/O that you might want to know about

    (hint: it rhymes with “hey why”)

    The two main questions for marketers:

    • How will this change user behavior?
    • How will big G monetize AI search?

    We might get some hints during Marketing Live today.

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    My own personal Siri?

    Apple Inc. will begin analyzing data on customers’ devices in a bid to improve its artificial intelligence platform

    The goal is to check how well the synthetic training data did while preserving privacy.

    But this could be the foundation for AI models that become personalized to each user based on use, patterns, and on-device profiles.

    Like ChatGPT remembering your chats, but based on your Apple device usage.

    Edge AI—like XR glasses—is nothing but exciting potential right now.

    via Bloomberg

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    Meta is adding a deluxe version of its smart glasses this year, likely trying to keep its lead.

    plans to include hand-gesture controls and a screen for displaying photos and apps

    The screen is limited—just a corner of one lens—but v2 is already in the works with both lenses getting in on the party.

    App focus sounds like pics + maps + notifications. Handy first gen mix for a heads up display.

    Who knows how tariffs impact the timeline (and already hefty price tag), but on-lens display is the next big step and true test for AR/smart glasses (and I’m bullish).

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