Glasses Instead of Smartphones: Why Mark Zuckerberg Is Going All In Again

Mark Zuckerberg has changed course. His new obsession isn't legless virtual avatars but smart glasses. Meta's CEO believes augmented reality (AR) will soon make smartphones a relic. The company burned billions of dollars on a metaverse that never took off, and Zuckerberg is now turning to more tangible hardware. The Orion prototype and the success of the Ray-Ban partnership give him hope for a comeback. The gadget itself is the smaller part of the story. Meta wants to finally own a platform instead of living by Apple's and Google's rules. The only question is whether we're ready to trade the screen in our pocket for cameras on our face. *Meta is designated an extremist organization and banned in Russia.

AI-processed from TechCrunch; edited by Hamidun News
Glasses Instead of Smartphones: Why Mark Zuckerberg Is Going All In Again
Source: TechCrunch. Collage: Hamidun News.
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Meta is making smart glasses its main bet on the future. This time it isn't because its CEO is daydreaming again. It's because the company has no home of its own in the computing world. Apple and Google control the operating systems that Zuckerberg's apps run on, and a single stroke of the pen in Cupertino can cost Meta billions in ad revenue, as already happened when Apple introduced new privacy rules in iOS. Mark Zuckerberg has said it is almost impossible to imagine a future without smart glasses. Unlike his earlier metaverse predictions, this claim now rests on hard market logic, not just fantasy.

From the metaverse to glasses on your face

A couple of years ago, Zuckerberg was telling everyone that the work meetings of the future would take place as cartoon avatars floating in the airless void of the metaverse. That bet turned into an ambitious bonfire that consumed billions of dollars of shareholder money. As TechCrunch notes, Zuckerberg's predictions deserve skepticism: he was convinced we would all be "hanging out" in the metaverse by now.

Meta's rhetoric has since changed dramatically. The company no longer invites users into fully virtual worlds; it wants to augment the world they already live in. In that logic, smart glasses aren't a stylish accessory.

They're an attempt to build Meta's own computing platform and finally escape the dictatorship of other companies' app stores.

Why Meta can't stop

The reason Meta is so vulnerable is simple: it's a tech giant without a "home" of its own. As long as its apps run inside Apple's and Google's operating systems, any decision those companies make, from new privacy rules to app store policies, can hit Meta's ad revenue by billions of dollars. If Meta can convince people to put glasses on their faces, it will control its own computing platform and stop depending on someone else's rules. That's why, for Zuckerberg, smart glasses aren't an experiment. They're a matter of strategic independence after the metaverse bet failed.

Orion: how it differs from Google Glass

Technologically, the move to glasses looks more sensible than the retreat into VR. The recently unveiled Orion prototype shows that Meta has learned to pack serious computing power and complex lenses into a form factor that doesn't alarm the people around you. Unlike bulky VR headsets, the glasses don't cut users off from reality. They let you see notifications, translate a restaurant menu in real time, and get suggestions from an AI assistant while still looking at the world with your own eyes. Integration with modern language models gives the project a chance that Google Glass didn't have a decade ago.

Risks: "Glassholes" and physics

Skepticism about Zuckerberg's timelines is justified. He has repeatedly mistaken wishful thinking for reality, assuming technology was ready for the mass market before it actually was. The "Glasshole" problem, where people wearing cameras on their faces make those around them uncomfortable, hasn't gone away, and social acceptance of these gadgets remains uncertain even with flawless design. On top of that come very physical barriers: limited battery life and overheating, which no marketing slogan can get around. If Apple Vision Pro is an attempt to strap a computer to your face, Zuckerberg's glasses are an attempt to make reality itself interactive and remove the last link between the user and the screen: reaching into your pocket.

Why is

Meta betting on smart glasses rather than the metaverse?

Because the metaverse burned billions of dollars of shareholder money without giving Meta independence, while smart glasses are an attempt to build its own computing platform. Meta depends on Apple's and Google's operating systems, and those companies' rules (as with iOS privacy) can cost Meta billions in ad revenue at any moment. In Zuckerberg's plan, glasses on the user's face are the last chance to break that dependence.

How does the Orion prototype differ from Google Glass?

The key difference is integration with modern language models, which Google Glass didn't have a decade ago. Orion packs serious computing power and complex lenses into a form factor that doesn't alarm people nearby. Unlike bulky VR headsets, it doesn't isolate users from reality: the glasses show notifications, translate restaurant menus in real time, and overlay AI assistant suggestions directly on your field of view.

What risks remain for Meta's smart glasses project?

There are two main risks: social and physical. The social one is the unsolved "Glasshole" problem, where a camera on someone's face makes others uncomfortable no matter how good the design is. The physical one is limited battery life and overheating, which remain barriers that marketing can't solve. On top of that is a general risk factor: Zuckerberg has repeatedly been wrong about when technologies would be ready for the mass market.

*Meta is designated an extremist organization and banned in Russia.

Story

Key Questions Answered

Why is Meta betting on smart glasses rather than the metaverse?

Because the metaverse burned billions of dollars of shareholder money without giving Meta independence, while smart glasses are an attempt to build its own computing platform. Meta depends on Apple's and Google's operating systems, and those companies' rules (as with iOS privacy) can cost Meta billions in ad revenue at any moment. In Zuckerberg's plan, glasses on the user's face are the last chance to break that dependence.

How does the Orion prototype differ from Google Glass?

The key difference is integration with modern language models, which Google Glass didn't have a decade ago. Orion packs serious computing power and complex lenses into a form factor that doesn't alarm people nearby. Unlike bulky VR headsets, it doesn't isolate users from reality: the glasses show notifications, translate restaurant menus in real time, and overlay AI assistant suggestions directly on your field of view.

What risks remain for Meta's smart glasses project?

There are two main risks: social and physical. The social one is the unsolved "Glasshole" problem, where a camera on someone's face makes others uncomfortable no matter how good the design is. The physical one is limited battery life and overheating, which remain barriers that marketing can't solve. On top of that is a general risk factor: Zuckerberg has repeatedly been wrong about when technologies would be ready for the mass market. Meta is designated an extremist organization and banned in Russia.

ZK
Zhemal Khamidun — CPO at Alpina Digital, product manager of AlpinaGPT. Building AI products since 2019. Hamidun News is a pet project that grew into a production aggregator with 6,000+ readers.
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