Principal Analyst, Mobility & VR, Anshel Sag dives deep on the Quest 3 AR headset, Ray-Ban Meta smart glasses and AI-related news from the Meta Connect 2023 event.
You don’t have to be an analyst to realize that the entire tech industry has become obsessed with AI this year. Ironically enough, Meta had been doing foundational work in AI for many years, but until recently chose to focus on its Metaverse messaging instead—messaging that ultimately hurt the company’s stock.
One big problem with the Meta Quest 3 is that the world expects it to be as successful as the Quest 2 was—yet the Quest 3 retails at almost double the price. Selling as much as the Quest 2 isn’t going to happen, and anyone with realistic expectations will put the new model in the mid to low single-digit millions of units compared to the double-digit millions of the Quest 2 that reportedly shipped.
Meta has addressed many of the complaints I had about the first-generation glasses, and I’m happy to see the company improving capabilities incrementally without driving up the price. Additionally, these glasses give the company an entry into the market for AI-driven AR devices in a way that is still accessible—and that may offer a better video-capture experience for many a user.
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