I want to be clear. I, I think these glasses are are going to be successful. My only comment is that I think that when you look back 25 and 30 years from now and say that was the killer AI device, I don't think it's going to look like something we know today.View on YouTube
As of November 30, 2025, only about 14 months have passed since the September 27, 2024 episode. That is too little time to judge "near to medium term" commercial success or long‑run dominance 25–30 years out.
Early evidence does suggest Meta's Ray‑Ban smart glasses are gaining traction: Meta and EssilorLuxottica report that the Ray‑Ban Meta glasses have been top‑selling products in many Ray‑Ban stores across EMEA and have driven significant sales growth, leading the companies to extend their partnership. (techcrunch.com) Independent reporting and industry analysis also indicate more than 2 million units sold by mid‑2025 with shipments roughly tripling year‑over‑year, framing the line as an early commercial success in a still‑nascent category. (ai-daily.news)
However, "commercially successful in the near to medium term" remains a forward‑looking claim, and the bolder part of the prediction—that the eventual iconic "killer" AI hardware device 25–30 years from now will not resemble today's phones, glasses, pins, etc.—is about technology adoption in the 2050s, which cannot yet be assessed. Since both elements hinge on future outcomes, the prediction cannot currently be judged fully right or wrong.