Meta Ray Ban Glasses

This is a very interesting niche of AI assisted products. Meta is generating a lot of branded search demand for the products and will most likely win in this space if they can make it easy to push content to Instagram. Snapchat and Tiktok I would imagine will also try to compete in this space as there are also 3rd party glasses or devices that attach to glasses to convert them into a smart device.

If we look at all of Meta’s product sales on Amazon their gaming quest device is top with the classes coming in second

Removing the quest devices we see the top Rayban glasses as these generating estimated total amount of $4.7M/month in revenue with 14,300 units/month sold.