@0xluo.eth

Re: 3/ Smartglasses finally reach product–market fit in 2026, but it won’t be Meta that delivers the winning approach. Although I know that many smart glasses manufacturers (especially in China) are making all-out efforts to catch up with Meta, it is hard to imagine that they will reach PMF ahead of Meta this year (if PMF is judged by sales volume). Whether in terms of product performance, the maturity and polish of hardware and software, or current and expected shipment volumes and profitability, they are still a long way behind Meta.

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