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Sources: Meta aims to debut glasses with a built-in display and Oakley-branded smart glasses for athletes in 2025, resumes work on a watch, and explores earbuds

Meta's first ‘real’ AR glasses tipped to debut in 2027 Harsh Shivam / Business Standard : Meta developing Oakley-branded smart glasses, new wearables: What to expect Andy Boxall / Digital Trends : Meta's Oakley smartglasses could be the next big wearable trendsetter David Heaney / UploadVR : Oakley Meta Glasses Are Reportedly Coming This Year Too Ahmed Farhath / Seeking Alpha : Meta working on Oakley smart glasses; plans for watch, earbuds to compete with Apple - report Piero Cingari / Benzinga : Meta Expands AI Wearables With Oakley Smart Glasses, Camera-Equipped Earbuds In Development Bluesky: Karl Bode / @karlbode.com : it's really wild how complicit the tech press is in pretending meta is an interesting or innovative company Threads: Mark Gurman / @markgurman : Meta's first true AR glasses will arrive in 2027, codenamed Artemis, with changes to displays to bring down costs.  Orion will never go on sale for consumers.  Meta will instead sell it to developers next year. https://www.bloomberg.com/... Tarun / @noise.in.vacuum : Excited to see Oakley's from factor with smart features.  AI assisted runs and bike rides could work really well.  Also central camera placement is going to feel like a big upgrade. X: Mark Gurman / @markgurman : NEW: Meta is planning Oakley Smart Glasses and a new high-end, ~$1000 model with a screen & wrist control this year. It's also again weighing launching a smartwatch, is exploring an AirPods rival with cameras & is working on its first AR glasses for 2027 https://www.bloomberg.com/... Kyle Russell / @kylebrussell : Meta is gonna take a real bite out of Apple Watch and AirPod revenue Anshel Sag / @anshelsag : .@oakley is definitely the right place to move up market, that stuff is expensive and everyone expects it to be. Not to mention it's a little more forgiving of a form factor in terms of size, but not really weight. Nicholas Sutrich / @gwanatu : I like seeing this extend to other brands, especially when it's a higher-end brand that's needed for products that'll be expensive at first. @jayjaykan : No one is ready for the GPU demand that will increase exponentially in the coming years. PS. $RENDER is well familiar with Meta through OTOY [image] Luna / @lunayian : Extras: - Orion may be offered to developers in 2026. - Meta is experimenting with an AI/Camera AirPods competitor, known as “Camera Buds” but they may or may not ship due to challenges. Luna / @lunayian : TL;DR: - AI/Camera glasses like the Ray-Ban | Meta are the “Supernova” line, will be getting an Oakley SKU. - HUD glasses are the “Hypernova” line. Planned for this year, may include “CeresEMG band. Likely expensive. - “Artemis” consumer AR glasses still on track for 2027. Forums: r/virtualreality : Mark Gurman: Meta to sell Oakley branded AR glasses with cheaper display to consumers for $1000 for light apps and notifications in 2027. … r/wallstreetbets : Meta Plans Oakley-Branded Glasses, Explores Watches and Earbuds

Bloomberg Mark Gurman

Context & Ripple Effects

This report maps Meta's wearable effort beyond its Ray-Ban line: sports-focused eyewear, display-equipped glasses, a revived watch project and camera-capable earbuds. It follows the Orion prototype as Meta's visible technical reference point, while keeping its consumer product path separate from that demonstrator.

Subsequent coverage sharpened the sequence: Meta was said to be accelerating Hypernova display glasses and to be preparing athlete-oriented models with EssilorLuxottica brands. That makes this report an early signal that Meta was pursuing several price points and use cases rather than a single AR launch.

First-order effects

  • Meta's wearable roadmap broadens immediately from AI/camera glasses into sports eyewear and exploratory watch and earbud categories, putting it in more direct product overlap with Apple's watch and AirPods lines.
  • The Oakley effort gives Meta and EssilorLuxottica a route to target athletes; later reporting described AI glasses planned under Oakley and Prada brands, supporting that brand-segment strategy.

Second-order effects

  • A multi-device lineup raises the importance of common controls and software across glasses, wrist input and audio devices; the reported display-glasses work includes a wrist-control path rather than relying only on voice or touch.
  • Apple faces a more focused challenge in wearables where Meta can pair AI features with eyewear brands, while eyewear partners gain incentive to expand from fashion-led smart glasses into performance segments.

Third-order effects

  • If Meta converts both camera/AI glasses and display models into products, wearable computing could segment into lower-friction everyday glasses and higher-priced display devices, rather than moving directly from phones to full AR headsets.
  • The pattern belongs to an AI-hardware strategy in which companies test several familiar form factors before one becomes the primary interface; execution will depend on consumer demand and whether the exploratory watch and earbud projects ship.

The trend: Meta is building a tiered AI-wearables portfolio around familiar accessories, using branded glasses as the near-term route toward more capable display computing.

Discussion

  • @karlbode.com Karl Bode on bluesky
    it's really wild how complicit the tech press is in pretending meta is an interesting or innovative company
  • @markgurman Mark Gurman on threads
    Meta's first true AR glasses will arrive in 2027, codenamed Artemis, with changes to displays to bring down costs.  Orion will never go on sale for consumers.  Meta will instead sell it to developers next year. https://www.bloomberg.com/...
  • @noise.in.vacuum Tarun on threads
    Excited to see Oakley's from factor with smart features.  AI assisted runs and bike rides could work really well.  Also central camera placement is going to feel like a big upgrade.
  • @markgurman Mark Gurman on x
    NEW: Meta is planning Oakley Smart Glasses and a new high-end, ~$1000 model with a screen & wrist control this year. It's also again weighing launching a smartwatch, is exploring an AirPods rival with cameras & is working on its first AR glasses for 2027 https://www.bloomberg.com…
  • @kylebrussell Kyle Russell on x
    Meta is gonna take a real bite out of Apple Watch and AirPod revenue
  • @anshelsag Anshel Sag on x
    .@oakley is definitely the right place to move up market, that stuff is expensive and everyone expects it to be. Not to mention it's a little more forgiving of a form factor in terms of size, but not really weight.
  • @gwanatu Nicholas Sutrich on x
    I like seeing this extend to other brands, especially when it's a higher-end brand that's needed for products that'll be expensive at first.
  • @jayjaykan @jayjaykan on x
    No one is ready for the GPU demand that will increase exponentially in the coming years. PS. $RENDER is well familiar with Meta through OTOY [image]
  • @lunayian Luna on x
    Extras: - Orion may be offered to developers in 2026. - Meta is experimenting with an AI/Camera AirPods competitor, known as “Camera Buds” but they may or may not ship due to challenges.
  • @lunayian Luna on x
    TL;DR: - AI/Camera glasses like the Ray-Ban | Meta are the “Supernova” line, will be getting an Oakley SKU. - HUD glasses are the “Hypernova” line. Planned for this year, may include “Ceres” EMG band. Likely expensive. - “Artemis” consumer AR glasses still on track for 2027.
  • r/virtualreality r on reddit
    Mark Gurman: Meta to sell Oakley branded AR glasses with cheaper display to consumers for $1000 for light apps and notifications in 2027. …
  • r/wallstreetbets r on reddit
    Meta Plans Oakley-Branded Glasses, Explores Watches and Earbuds