Meta’s Gamble: AI Glasses & My Portfolio

Right. So, 2007. The iPhone. Honestly, it wasn’t the first smartphone. Let’s not rewrite history. But it was the one that actually, you know, worked as a smartphone. And it made Apple… well, Apple. Still can’t quite wrap my head around the valuation, but hey, who am I to judge? I’m just trying to find the next one, aren’t I? The next thing everyone suddenly needs.

Meta (META 0.53%). They think they’ve found it. They’re betting big on AI glasses. It’s a bold move. A slightly terrifying one, if you ask me. But then again, everything involving billions of dollars is a bit terrifying. They believe this is how we’ll all be interfacing with artificial intelligence. Not through clunky chatbots, but through something… more integrated. More… watching. And if they’re right, well, my portfolio might just thank them.

Are AI glasses the future? Zuckerberg thinks so. (Naturally.)

Chatbots are fine, I suppose. Annoying, but fine. They answer questions you already know the answers to. It’s like having a very polite, slightly dim assistant. AI glasses? They’re chatbots with eyes. And ears. And the ability to judge your terrible fashion choices in real-time. They can anticipate what you need before you even know you need it. Which is… unsettling. But potentially lucrative. Zuckerberg seems convinced. He’s always convinced of something. It’s part of his charm, isn’t it? Or is it just… a tactic?

He said, and I quote, because apparently, I’m now a stenographer for tech CEOs, “I think that we’re at a moment similar to when smartphones arrived, and it was clearly only a matter of time until all those flip phones became smartphones. It’s hard to imagine a world in several years where most glasses that people wear aren’t AI glasses.” Dramatic, isn’t it? It’s like he’s writing a screenplay. Which, let’s be honest, he kind of is. He’s selling a vision. And I’m here to see if it’s a vision worth investing in.

An attractive opportunity, with some caveats (there are always caveats)

McKinsey reckons the smart eyewear market could hit $30 billion by 2030. Thirty billion. It’s a lot of money. Enough to make even a cynic like me sit up and pay attention. If Zuckerberg is right—and that’s a big “if”—Meta could be leading a revolution. They’ve partnered with eyewear companies. Sales are up. Tripled, apparently. It’s all looking rather… promising. But let’s not get carried away. I’ve seen this movie before.

The problem is speed. And price. AI glasses aren’t cheap. And people are… resistant to change. Especially when it involves strapping technology to their faces. It’s also going to be a fight. Apple will undoubtedly enter the arena. They always do. And Meta’s advertising margins will likely take a hit. Lower margins, but potentially a larger customer base. It’s a trade-off. A gamble. And I’m a sucker for a good gamble.

So, should you buy the stock? Honestly? Meta’s advertising business is still the main driver. It’s solid. It’s reliable. It’s… boringly profitable. The AI glasses are a long-term play. A potential game-changer. But it’s not a sure thing. Still, keep an eye on it. Because if Zuckerberg is right, and these glasses actually take off… well, let’s just say I’ll be upgrading my sunglasses. And maybe, just maybe, I’ll finally be able to afford that yacht.

2026-02-11 21:44

Are AI glasses the future? Zuckerberg thinks so. (Naturally.)

An attractive opportunity, with some caveats (there are always caveats)

Read More