As Meta launches its new “superintelligence” initiative, the tech big is pouring billions into expertise and infrastructure in a race to develop superior A.I. earlier than its opponents. However how shoppers will finally interact with this expertise continues to be an open query—one which CEO Mark Zuckerberg believes he has the reply to: good glasses.
“I really feel like if I didn’t have my imaginative and prescient corrected, I’d be kind of at a cognitive drawback going by means of the world,” stated Zuckerberg, who wears contacts, throughout Meta’s second quarter earnings name yesterday (July 30). “Sooner or later, if you happen to don’t have glasses which have A.I. or some technique to work together with A.I., I feel you’re type of equally at a reasonably vital cognitive drawback.”
Zuckerberg sees A.I.-powered eyewear as the way forward for private computing. “I really feel like if I didn’t have my imaginative and prescient corrected, I’d be kind of at a cognitive drawback going by means of the world,” stated Zuckerberg, who wears contact lenses, throughout Meta’s second-quarter earnings name yesterday July 30. “Sooner or later, if you happen to don’t have glasses which have A.I. or some technique to work together with A.I., I feel you’re type of equally at a reasonably vital cognitive drawback.”
Meta has been creating good glasses in partnership with EssilorLuxottica, the corporate behind Ray-Ban and Oakley. Latest fashions, powered by Meta’s Llama A.I. fashions, can reply to questions, take movies, and make hands-free calls and messages.
These glasses are a part of Meta’s Actuality Labs division, which stays a comparatively small income contributor. The unit reported $370 million in gross sales for the April–June quarter. In distinction, Meta’s promoting enterprise drove the corporate’s $47.5 billion in complete second-quarter income, up 22 % from final 12 months and surpassing Wall Avenue expectations. Revenue additionally beat analyst forecasts, reaching $18.3 billion in comparison with $13.4 billion in the identical interval final 12 months. Meta’s inventory rose greater than 11 % following the earnings announcement.
The corporate is aggressively investing in A.I., with capital expenditures hitting $17 billion final quarter. Meta expects to spend between $66 billion and $72 billion in 2025, with equally massive investments projected for 2026 as a part of its long-term A.I. technique.
Along with infrastructure, a lot of this spending is concentrated on expertise. Meta is within the midst of a hiring surge, attracting high engineers and researchers from rivals like OpenAI, Google, and Anthropic. Lots of them at the moment are working within the new Meta Superintelligence Labs (MSL), a staff Zuckerberg described as “elite” and “talent-dense,” led by Alexandr Wang, founding father of Scale AI, and Nat Friedman, the previous CEO of Github.
Zuckerberg believes superintelligence could arrive before individuals suppose. “The advance is gradual for now, however plain,” he wrote in a weblog publish printed yesterday, emphasizing Meta’s imaginative and prescient of A.I. as a software that empowers people moderately than merely automating work. “Energy in individuals’s palms,” he wrote.
On the heart of this imaginative and prescient are Meta’s A.I. glasses, which “are going to be the principle approach that we combine superintelligence into our day-to-day lives,” Zuckerberg informed analysts. He stated Meta plans to roll out quite a lot of types and show choices and has no intention of slowing funding. “That is the type of factor we’ve been maxing out with Actuality Labs over the past 5 to 10 years,” he stated.
Demand for Meta’s good eyewear is rising. EssilorLuxottica reported that income from Meta’s A.I. Ray-Ban glasses tripled within the first half of 2025 in comparison with the identical interval final 12 months. In June, Meta and Oakley launched a brand new pair of A.I.-enhanced sports activities sun shades, boasting improved battery life, greater decision and a greater digicam.
“We’re a number of years forward on constructing out glasses,” Zuckerberg informed analysts. “I feel that’s one thing that we’re excited to maintain on investing in closely, as a result of I feel it’s going to be a extremely necessary a part of the long run.”
Meta isn’t alone in betting on A.I.-enabled shopper gadgets. In Could, OpenAI revealed plans to construct a brand new A.I. system in collaboration with Jony Ive, the previous Apple design chief. Alphabet has additionally invested $75 million in a sensible glasses partnership with Warby Parker, and China’s Alibaba not too long ago introduced it’ll launch A.I.-powered glasses by the top of the 12 months.
