AR Glasses

Snap Inc. has launched Specs Inc., a new subsidiary focused on its augmented reality (AR) glasses. This move aims to boost operational autonomy and attract partners, facilitating the upcoming release of their next-gen AR glasses. The company is hiring around 100 people for Specs Inc. This strategic expansion happens as competitors like Meta and Alphabet also invest heavily in AR eyewear, though Meta recently underwent significant layoffs in its AR/VR division, indicating a shift towards AI and wearables.

Rokid and Lens Technology have launched the Rokid Glasses, an AI-powered AR device, marking a shift towards commercialized AI-integrated AR. The glasses, with over 250,000 pre-orders, are the first mass-produced consumer AI+AR glasses. This partnership combines Rokid’s software and hardware expertise with Lens Technology’s manufacturing capabilities, creating a lightweight, feature-rich device. The collaboration fuels an ecosystem supporting AR applications and aims at leading the growing AR market.

Product manager Luo Yonghao humorously attributes his fundraising success to relentless public engagement, positive or negative. After the AGI Playground 2025 conference, Luo revealed extensive investments in AR glasses that proved commercially impractical. He also hinted at a software-based launch from his new company, Thin Red Line, sparking anticipation regarding his next venture.

At the AGI Playground 2025, Luo Yonghao hinted at a new product launch after years of R&D under his company, Thin Red Line. Initially focused on AR glasses (found commercially unviable), the company pivoted to an AI-powered hardware/software solution, delayed by setbacks. However, a pure software solution is expected to launch within three months. Luo remained tight-lipped on specifics, likely due to past experiences with premature announcements.