Placing bets on the 100M smart glasses revolution

Thanks to a tremendous investment of talent and resources over more than a decade, we can now create augmented reality displays for smart glasses that deliver high performance and are all-day wearable. To convert this technology inflection into selling more than 100M AI smart glasses per year requires betting on the right team of technology players that can perform rapid system-level co-optimization, quickly scale to high volume, and integrate with the consumer's buying experience. As AI use cases for this new platform emerge, we must focus our innovation in two areas: Getting existing AI smart glasses technology onto consumer's faces and rapidly developing the next generation of devices.