Meta Platforms (NASDAQ:META) is pushing a post-iPhone era with AI-powered glasses, recasting the smartphone as yesterday’s interface. Investors are weighing in whether Zuckerberg’s personal superintelligence vision can move from manifesto to mainstream.
He says the glasses will know users deeply, understand goals and help achieve them, and the company is piling on AI talent to build standalone versions that no longer need a phone.
Right now the Ray-Ban smartglasses still lean on smartphones, but the roadmap is toward independent multimodal displays.
Apple is defending the iPhone’s role, while rivals are racing too: Amazon bought wearable startup Bee and Sam Altman is teaming with Jony Ive on a secret AI device. The shift in tone at Meta, from past hardware misses to a more urgent, existential pitch, is meant to turn skepticism into a narrative of necessity.
This article first appeared on GuruFocus.