GOOGL directional thesis
Smart glasses go mainstream on fashion not gadgetry, and the discreet Gentle Monster frames running on Gemini put Google's AI layer inside the eyewear people actually want to wear all day.
“So when you see Ray-Bans and they're a little thick, you start immediately thinking, oh, should I be looking for a camera lens? Am I being recorded? Uh, but the Gentle Monster design, the silhouette, doesn't scream technology. It doesn't scream wearable face camera. And so these are going to be a little bit more stealthy. Um, Warby Parkers look nice, but the camera pump on this—”12:33claim_id
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