In an earnings conference call on Wednesday, Facebook CEO Mark Zuckerberg told investors that the company’s next hardware launch will be “smart glasses” made in partnership with classic sunglasses vendor Ray-Ban.
Zuckerberg segued into the Ray-Ban announcement following a lengthy discussion of Facebook’s plans for Oculus Quest, its all-in-one virtual reality (VR) platform. Zuckerberg says that social media is the real “killer app” for VR, backing that up with data from Oculus Quest: “The most popular apps on Quest are social, which fits our original thesis [that] virtual reality will be a social platform.”
Zuckerberg intends the as yet unnamed smart glasses to be a stepping stone, not an end goal. He remained cagey about their actual purpose, saying only that the glasses “have their iconic form factor, and [let] you do some pretty neat things,” with no concrete details about what those “neat things” might be.
We do know that the glasses aren’t expected to have integrated display, thanks to reporting from The Verge on their initial announcement in September 2020. Without display capabilities, the Ray-Ban/Facebook glasses seem likely to fall in the same category as Amazon’s Echo Frames or Lucyd Lyte—a mostly normal-looking pair of sunglasses with integrated Bluetooth pairing and directional speakers that we reviewed in March.
Zuckerberg describes the smart glasses as a stepping stone toward not only virtual or augmented reality as we know it, but something he calls the metaverse. “So what is the metaverse? It’s a virtual environment [like] an embodied Internet that you’re inside of rather than just looking at. And we believe that this is going to be the successor to the mobile Internet.”
After warning that building his vision will require significant investment not only from Facebook itself but from its entire ecosystem of partners, he doubled down on its eventual importance, saying, “In addition to being the next chapter of the Internet, the metaverse is also going to be the next chapter for us as a company.”