Meta has 80% market share in a category that didn't exist three years ago and Zuckerberg thinks this is just the beginni…
Milk Road AI Twitter · Milk Road AI (@MilkRoadAI) · 2026-06-28
Meta holds over 80% share of the AI smart glasses market after selling 7 million Ray-Ban Meta units in 2025, while Zuckerberg outlines a three-phase roadmap toward full holographic displays designed to replace laptops, monitors, and phones.
Extraction
Topics: ai-glasseswearable-computingmeta-aiaugmented-realitysmart-glasses-market
Claims
- Meta sold 7 million AI glasses in 2025, triple the combined total of 2023 and 2024, capturing over 80% of a market that grew 322% that year.
- Meta's advertising business generated $55 billion in a single quarter, up 33% year over year, with AI tools now used by 8 million advertisers.
- Meta and EssilorLuxottica are discussing doubling production capacity to 20 million units annually by end of 2026.
- Zuckerberg's three-phase hardware roadmap culminates in full holographic displays capable of replacing laptops, monitors, and phones.
- Competitor entry into AI glasses validates the category and benefits Meta, which holds a 4-year hardware head start and distribution through 3.2 billion social platform users.
Key quotes
We've tried a lot of things that didn't work. And basically this one I think clearly works.
Meta is the only company with a 4-year hardware head start, an established supply chain, an AI assistant already running on the device, and 3.2 billion people on its social platforms to distribute through.
You sit at a coffee shop and have three giant virtual monitors floating in front of you.