META RAY-BAN
Ray-Ban Meta glasses survive a Yankees game, barely
Ray-Ban Meta glasses recorded hands-free at a Yankees game but struggled with stadium noise and distant video quality.
Snap2 min read
Snap Hands Its Smart Glasses Chip Job to Qualcomm
Snap signed a multi-year deal with Qualcomm to put Snapdragon XR chips in its Specs glasses, ending its run at building custom silicon in-house. The move clears the runway for a 2026 consumer launch but lands two years after Meta proved the playbook works.
SMART GLASSES2 min read
The Wearable Industry Is Suing Itself
Zepp Health sued Oura on April 21 in response to Oura's earlier ITC complaint against Samsung, Reebok, Zepp, and Nexxbase, with the ITC trial set for July 2026. WHOOP is separately suing Polar and Bevel and won an injunction against Lexqi while heading toward an IPO. Apple already lived through this with Masimo and used iPhone scale to absorb the hit, but smaller wearable companies do not have that cushion.
GALAXY GLASSES2 min read
Galaxy Glasses Are Samsung's Way Out of the Memory Trap
Samsung had its best quarter ever in Q1 2026 thanks to AI memory chip demand, but the same AI boom is pushing its phone division toward its first-ever annual loss because Galaxy phones now have to pay full market price for the memory Samsung's chip division is selling at record margins. Galaxy Glasses, expected to be revealed at Samsung's July Unpacked event with a fall launch at $379 to $499, sidestep this entirely by depending on lenses, cameras, and a Qualcomm chip rather than the memory components Samsung is profiting on selling elsewhere.
APPLE GLASSES1 min read
Gurman Shot Down the Apple Glasses Hand Gesture Rumor
MacRumors reported that Apple's unreleased smart glasses could feature hand gesture controls via dual cameras, positioning them against Ray-Ban Meta. Bloomberg's Mark Gurman disputed the claim.
GOOGLE GLASSES GUCCI2 min read
Gucci and Google Are Building Smart Glasses for 2027
Kering CEO Luca de Meo confirmed Gucci will launch Google-powered smart glasses in 2027 running Android XR and Gemini, making Gucci the first luxury house in a category Meta and EssilorLuxottica just sold 7 million units in last year. The catch is that Gucci's revenue dropped 22% in 2025, the creative director was fired, and the brand is still mid-turnaround under new artistic director Demna.