Ambient Computing smart glasses are bigger opportunity than Apple Vision Pro’s Spatial Computing – Gene Munster

Both Meta Platforms and Google are shifting their development focus away from Virtual Reality and Mixed Reality to “Ambient Computing” in the form of smart glasses given the potential that artificial intelligence adds to the form factor. Deepwater Asset Management’s Gene Munster believes that “the annual market for smart glasses will reach hundreds of millions of units over the next decade, leading Apple to refocus its Spatial Computing initiatives to be more in line with Meta and Google wearables.”