During Meta's Q4 2025 earnings call, CEO Mark Zuckerberg stated it is "hard to imagine a world in several years where most glasses that people wear aren't AI glasses." [1, 3] He compared the current landscape to the dawn of the smartphone era, predicting a similar, inevitable transition from conventional eyewear to AI-enhanced smart glasses. [2, 12]
The remarks underscore a strategic shift for Meta's Reality Labs division, with future investments prioritizing wearables over the metaverse concept, a term Zuckerberg did not use in his remarks. [1, 2] This pivot is supported by strong consumer interest, as Zuckerberg noted that sales for Meta's smart glasses tripled over the past year. [3, 14] Despite this growth, the Reality Labs unit continues to incur substantial losses. [1, 14]