Snap plans to start selling its first pair of augmented reality glasses to the public in 2026. Apple is also still working on AR glasses. He’s betting on these lenses — which have become increasingly more complex with multiplayer and AI features — as being what differentiates Specs from other AR glasses. Meta has seen early success with its Ray-Ban smart glasses, but the market for AR glasses with displays is unproven. He has to prove he has a device that people will buy, when he admits that AR glasses won’t fully replace what phones can do anytime soon.