Monetizing the Smart Glasses Revolution

22 Apr 2026 · 12 min · 8 chapters

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In short

Monetizing the smart glasses revolution, focusing on Apple’s reported 2027 launch plans, Snapchat’s “Spectacles” comeback, and how on-device AI and AR could drive real consumer value.

Guests

Lisa and Phil (co-hosts discussing products and use cases). Jamie and Jaden (tech-focused commentators; Jamie has tried Meta Ray-Ban glasses; Jaden provides Snapchat history and Qualcomm/AI details).

Key claims

Apple is testing four designs and plans to sell smart glasses in 2027; success depends on AI quality and tight iPhone/Mac integration. Snapchat has worked on Spectacles since 2014, faced internal drama, and is partnering with Qualcomm for on-device AI, advanced graphics, and multi-user experiences (offline possible). AR-on-lens is positioned as more useful than camera-only features.

Notable examples

Meta Ray-Ban point-of-view camera for content creation; Google I/O AR demo with turn-by-turn arrows and visual answers; Spectacles.com demos like anatomy “hologram” and a Guitar Hero-style game.

Written by AI. May contain mistakes. Listen to the episode to check what was said.

Chapters

Tap a time to open that second in VO

Introduction to Smart Glasses Trends

1:01 to 1:40

Explore the latest developments in smart glasses from major tech companies.

“And at the same time, Snapchat is getting closer to releasing their new AI glasses after a year long hiatus with the Snap Spectacles.”

The Apple Smart Glasses Anticipation

1:40 to 2:30

Discuss Apple's plans for smart glasses and their design expectations.

“Before we get into that, I wanted to mention that if you haven't joined already, we would love to have you as a member of our AI Hustle school community.”

Evaluating Meta Ray-Ban Glasses

2:30 to 3:38

Insights on the Meta Ray-Ban glasses and their usability for content creators.

“The first thing I will say is, Jamie, have you tried the, like the Meta Ray-Ban glasses or like any of these things?”

Snapchat Spectacles: A Long Journey

3:38 to 5:00

Understand Snapchat's long development of their spectacles and current challenges.

“discreet and also functional with your phone.”

Smart Glasses Industry Competition

5:00 to 6:34

Analyze the competitive landscape of smart glasses among major tech brands.

“But I think they would be like, pretty dumb if they didn't see the absolutely massive opportunity in this industry that they have literally been leading.”

Qualcomm's Role in Future Glasses

6:34 to 8:00

Discuss Qualcomm's impact on the development of new AR glasses.

“So there is a new deal that happened with Qualcomm that's going to actually power these.”

Use Cases and Potential of Smart Glasses

8:00 to 10:00

Explore the potential use cases for smart glasses in various industries.

“But in any case, they're building a way better product.”

The Future of Snapchat Spectacles

10:00 to 11:40

Speculate on the future capabilities and design of Snapchat's glasses.

“be interested in those to justify the cost of wearing them and the look of wearing them.”
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Transcript

Automatic transcript. May contain errors.

0:00Lisa, suits are custom tailored, but try to customize anything at a bank and oh no, that can't be done. Phil, go to Lakeside. That's what they do. Tailoring? Lakeside Bank. They customize. They know people have different needs. They don't put a square client in a round hole or... Wait, wait, what? It's a figure of speech, honey. Lakeside Bank personalizes. You'll get just the right fit. Well, I feel more comfortable already. Good. Lakeside Bank works hard to fit you. Lakeside Bank. It's about time. Member FDIC and Equal Housing Lender. I'm here with SpinQuest, where you can play and win from the comfort of your own home with hundreds of slot games and all of the table games you love with real cash prizes.

0:41Right now,$30 coin packs are on sale for$10 for new users. It's all at spinquest.com. That's S-P-I-N-Q-U-E-S-T dot com. SpinQuest is a free-to-play social casino. Void where prohibited. Visit spinquest.com for more details. Apple is reportedly testing four different designs for upcoming smart glasses. And at the same time, Snapchat is getting closer to releasing their new AI glasses after a year long hiatus with the Snap Spectacles. And then Jamie has some interesting news coming out of a meta on what you can actually post because we know right now meta is actually crushing it in the space with the Meta Ray-Ban collab.

1:22I also went to Google I.O. last year and saw a demo of the Google Spectacle. Well, I don't know what they're calling it exactly, but the Google Glasses where they have AR and VR built into the actual glasses lens. There's a lot of exciting tech and news with AI. So we're going to cover that all today. Before we get into that, I wanted to mention that if you haven't joined already, we would love to have you as a member of our AI Hustle school community. We have over 300 members and we have an entire classroom where every single week we drop a new exclusive video we don't post anywhere else on how we're using AI to grow and scale our businesses.

1:58We would love to have you as a member of the community. This week we made an entire video. Jamie broke down how he used an AI to become an assistant for his local business. Anytime you call it, it answers every question you could have. It's super fast, no latency, and it books you on a call with him. He's setting this up for other businesses right now. and I've seen people making tons of money doing this. So if you want to check it out, there's a link in the school community along with like a hundred other videos we've recorded on how we're growing, scaling our businesses, all the revenue, the numbers we don't share publicly.

2:26It's all in the school community. All right, guys, let's break down what's going on with Apple. The first thing I will say is, Jamie, have you tried the, like the Meta Ray-Ban glasses or like any of these things? Have you seen them yet? I've tried the Meta Ray-Bans, yeah. And I've been around those. I think that's a pretty solid product, to be honest. Specifically, if you're doing something like content creation, you have the point of view camera and it just they work well. They've been designed well and they don't really look they look like somewhat normal glasses, I would say, especially because normal Ray Bans, you know, they have a boxier frame.

3:05and so the camera is really pretty discreet although I will say the the blinking light on them when you're recording is a little bit distracting but I'm excited to see what Apple comes up with so they are planning on selling their first smart glasses in 2027 they're currently testing four different designs for their upcoming smart glasses so I guess what I'm most excited about as far as Apple is that I know whatever they do release the design is going to be top notch because that's kind of what they're known for. So hopefully they have something that's also discreet and also functional with your phone.

3:44I really love some of their innovations they're doing right now. Like for example, this podcast, it's a video podcast and I'm using my iPhone as my camera. I used to have a big DSLR setup, but right now the iPhone camera works great and works seamlessly with my Mac mini. So I'm hoping that's the same case with, with these glasses is that they're going to be able to be, you know, integrated easily with the ecosystem. And so I would definitely consider buying these, um, whenever they come out, because I think there's definitely a space, um, in this industry, um, in the market, I should say for, um, glasses, especially if they're designed well, Snapchat is also coming out with some glasses.

4:27They're getting closer to releasing them but theirs look quite hideous if i'm if i'm being honest jaden what do you think about the snapchat glasses yeah so i think the thing that not a lot of people realize is snapchat has literally been working on these since 2014 over 10 years snapchat has been working on these spectacles when they first launched it was just glasses with like a camera in them and it was kind of just like the og social media like look you have these cool glasses and you can take pictures with them and post them to social media or snapchat that was kind of the original thing.

4:56They have had a year long hiatus. This whole project has been kind of stalled and struggled. But I think they would be like, pretty dumb if they didn't see the absolutely massive opportunity in this industry that they have literally been leading. They I mean, they were the first ones here. Facebook is crushing it right now. And we see Google coming in and now Apple coming in. Like I think they know that this is a huge opportunity if they can if they can take it. Now, they did have some, I guess, some like snafu, some struggles in the past. But they did just announce a big, huge, like a partnership between them and Qualcomm.

5:33Because they're really trying to focus more on kind of these AR glasses, Apple's glasses. The first, as far as what I was seeing on kind of like the first version of the Apple glasses, they're not, they don't have like any sort of AR on the lens. So it's more for like talking to the Siri. It's more for taking maybe pictures. And I think that actually has a lot of value, like being able to just talk to Siri. I mean, assuming they can fix Siri and not make it a flaming piece of crap that it is now. I think that they have a good direction with it, right? They're gonna let Gemini and Chai GPT and Anthropic Power, you'll be able to choose your model.

6:08I think that's genius, smart, kudos to Apple for, I mean, if you're not gonna make an AI model, that's definitely the way to go, let people pick. So I have hope that Siri will get good. Is it good now? No, it's terrible now. I think it will get good. So the glasses, though, the success of that entire project for Apple, I think really heavily is dependent on if they can stick the landing and nail the AI that powers it. Okay, so that's where Apple's at. Snapchat is in a completely different ballpark where they're actually going to go and create something that is more like meta, what meta is working towards or more what Google's doing with the VR or the AR embedded onto it.

6:50So there is a new deal that happened with Qualcomm that's going to actually power these. What's interesting is the goal with the new specs is that they said they'll have, quote, on-device AI, cutting-edge graphics, and advanced multi-user digital experiences. So what's cool to me is they also said, they said, our work with Qualcomm provides a strong foundation for the future of specs bringing developers and consumer advanced technology and performance that pushes the boundaries of what's possible. Okay, what I think is really cool here is they're going to have on-device AI, meaning the glasses themselves.

7:25You don't need to be connected to the internet. You could be out in the mountains somewhere, and you could be asking your glasses questions and to help you with stuff. To me, I do think that that has some cool value to it. Now, is it going to make up for the ugly form factor? If you're watching on YouTube, you can see there's a link in the description, by the way, to the YouTube video. But you can see just some pretty hideous glasses. and they've always kind of been hideous if I'm being honest they're like these massive bulky frames um also I feel like just in general we have no idea what Apple's glasses are going to look like but TechCrunch definitely did uh Snapchat dirty by having the ugliest picture ever and when they talk about Apple's spectacles they literally just have a picture of uh Tim Cook wearing regular Nike glasses that look adorable like as if that's what Apple's form factor is going to be Apple's got these slick nice Nikes look Tim Cook's wearing them and it's like Snapchat like revolting, ginormous, ugly, hideous things.

8:23That's pretty funny to me. But in any case, they're building a way better product. I mean, better is, I guess, relative, but like way more useful. Having the AR on your lens, especially the way Google was demoing it at Google I.O., you have Google Maps up and it's showing you exactly where to walk. You have an arrow that's like, oh, turn left right here. I could see a ton of really useful things there. You can ask it a question and instead of just talking in your ear and, you know, Siri being like, oh, the best bakery in London is like if it's Google, it can literally have a picture showing you what the best bakery in London is.

8:55So I think that I think that the AR is the way to go. Maybe Apple will get there eventually. But, you know, don't. Apple is not going to be the first one to any tech wave. They're going to be the last one. And they'll just try to capitalize on it. And maybe they're going to stick the landing on this whole AI thing. I don't know. We'll see. Yeah, I mean, I still think there's definitely different use cases for the two. you know i i think for your standard content creator someone who wants to take pictures their phone i don't really see a use for the snapchat ones that are basically what i gather sort of like a uh hybrid between your oculus like full virtual reality augmented reality as you said um i don't know i don't i can't see myself using those unless maybe for gaming honestly like if you do you remember Pokemon Go with your phone?

9:45Basically that idea where you could almost turn your cityscape into a video game or something like that. But I don't know. I personally I'd have to see a lot of really cool features in order to be interested in those to justify the cost of wearing them and the look of wearing them. But I don't know. We'll see. I'm excited to see what they come up with. Yeah, I'm excited. It definitely has been a company that has struggled for a long time. So earlier back in January, Snapchat spun off a completely different segment of their business to do this. Kind of how Google spun out Waymo is a different thing.

10:25But in February this year, their SVP of Specs, Scott Myers, he abruptly left the company in a flurry. So I think there's been a lot of drama at the company. Apparently him and the CEO, Evan Spiegel, had a quote unquote blow up. I don't really know what all the drama is behind it. I'm sure, I mean, this is a company that's been developed for, you know, they've been developing this for a very long time. It's not a market leader. Meta's coming ahead. Google's coming out. Apple's now gonna get into this. Spectacles are, I think there's a lot of potential, but they're really not crushing it in any way.

11:04And so I think that's probably why it got kicked out. Now, will they be able to stick the landing with someone new? It seems like it's something that they're working on. They've been promising this to creators for a while. So I'll be excited if they come up with something. And if they have on-device AI compute, I think they have like, especially if they're doing the, you know, like the AR stuff. So, you know, putting stuff on your lens in front of you while you're also talking to AI and you're offline. That would be insane to me. That'd be amazing. So I think they have the ability to impress us.

11:32And maybe the ugly form factor won't be so bad if they have a truly impressive product. I think they know that. So we'll see what they actually end up coming out with. yeah i mean actually if you go to just spectacles.com you can see a lot of their demos of of what they are are hoping to to bring to the table with spectacle with their glasses and there's some cool ones i mean cool use cases there's there's a professor like showing a class a human anatomy and he's like going through the different parts and it's kind of looks like a hologram of a human body so i think that's cool there's like a guitar hero type demo of like a game, which is cool.

12:09And then yeah, a couple other ones. So there, I think, you know, once we start actually seeing use cases for this and see people using them, you know, I think there, there will be more excitement around them and people will get over the, maybe get over the form factor. So, but cool. Check it, check out spectacles.com. If you want to see more of what they're actually going to be doing with this product. All right, guys, thank Thank you so much for tuning into the podcast today. We hope you have an amazing rest of your day. And as always, make sure to help us get to 100 reviews on Apple, guys. We're at 95.

12:43We are so close. If you haven't left a review before, we just need five more to get to 100 reviews. We would be so happy. You go check it out and drop us some stars. Thanks so much, guys. We hope you all have a fantastic rest of your day. A, B, C, D, C, D, C, D. Honey, it's A-B-C-D-E-F-G. A-B-C-D-C-D-C-D-C-D-C-D-C-D-C-D-C-D-C-D-C-D-C-D-C-D-C-D-C-D-C-D-C-D-C-D-C-D-C-D-C-D-C-D-C-D-C-D-C-D-C-D-C-D-C-D-C-D-C-D -C-D-C-D-C-D-C-D-C-D. Put your money to work today. Lakeside Bank. It's about time. Member FDIC and Equal Housing Lender. I'm here with SpinQuest, where you can play and win from the comfort of your own home with hundreds of slot games and all of the table games you love with real cash prizes.

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From the publisher

In this episode, we explore how the latest smart glasses announcements from Apple, Snapchat, and Meta can open up new revenue streams. Discover ways to leverage these innovations for your entrepreneurial endeavors.

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