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Can Google’s Spectacular New Glasses Escape the Curse of AR?

by Index Investing News
April 30, 2025
in Markets
Reading Time: 7 mins read
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Again in 2014, a buddy who was working for Google invited me on a tour of the corporate’s headquarters.

One of many highlights for me was our journey to the highest ground of the constructing. He took me to a personal workplace space the place I used to be capable of expertise a number of the firm’s cutting-edge tasks.

Right here’s an image of me carrying certainly one of them, proper across the time the tech was being launched to the general public

In case you’ll be able to’t inform from the image, these are Google Glass, Google’s first stab at augmented actuality (AR) wearables.

They weren’t successful. The corporate pulled Google Glass from the market in 2015, only one yr later.

And you may inform one of many large issues this expertise had working towards it simply by that image…

It made you look ridiculous.

After all, I additionally seemed ridiculous with that bushy beard… however I had simply come again from a six month hiatus in Nicaragua, so please lower me some slack.

Anyway, the explanation I’m sharing this image with you at this time is as a result of Google is at it once more.

A couple of weeks in the past at a TED occasion, Google’s head of augmented and prolonged actuality, Shahram Izadi, shocked the viewers by pulling a smooth pair of Android XR glasses out of his pocket.

These glasses are being developed with Samsung, and proper off the bat they give the impression of being lots higher than Google Glass.

They’re light-weight. Slim. They seem like genuinely wearable, not the cumbersome prototypes we’ve seen with comparable AR merchandise.

That’s as a result of these glasses aren’t attempting to cram a supercomputer onto your face.

As a substitute, they’re designed to stream knowledge backwards and forwards from an Android cellphone. This lets the cellphone do the heavy lifting whereas protecting the glasses gentle and comfy.

But additionally they seem like chock-full of options.

Google demoed real-time language translation, doc scanning and even a “reminiscence” perform to assist discover misplaced objects.

It’s one of many cleanest visions of augmented actuality I’ve seen but.

The one catch…

That they’re not anticipated to launch till 2026.

So what are the probabilities that these Android XR glasses succeed the place Google Glass and so many different merchandise prefer it have failed?

I’ve some ideas…

The Wearable AR Curse

Bringing AR glasses into the mainstream has been lots tougher than tech corporations anticipated.

Simply have a look at Apple. The corporate’s CEO, Tim Prepare dinner, has been all-in on augmented actuality for years, saying he’s “extremely excited by AR” as a result of he can “see makes use of for it in all places.”

Beneath his steering, Apple has spent the previous two years engaged on its second try at creating light-weight AR glasses. The primary try by no means went wherever.

Recognized internally as “N107,” this latest mission was speculated to carry augmented actuality into the on a regular basis world with one thing fashionable sufficient to put on round city.

However now it’s not taking place.

In response to Bloomberg, Apple formally canceled its AR glasses mission earlier this yr, citing what have been in the end insurmountable technical challenges.

Apparently, a serious downside was that the glasses drained an excessive amount of battery when tethered to an iPhone. Apple then tried to shift the workload to a Mac, however that made the design too cumbersome.

In the meantime, makes an attempt to miniaturize the show {hardware} bumped into severe issues with display screen high quality, movement blur and colour constancy.

Even for an organization like Apple — identified for affected person engineering and perfecting applied sciences others have rushed to market — purposeful and sensible AR glasses turned out to be too troublesome to provide.

As a substitute, Apple pivoted again to investing in MicroLED show expertise, which may finally allow extra sensible wearables down the highway.

For now, although, they’re inserting their bets on the Imaginative and prescient Professional headset, which suffers from an analogous Google Glass-like goofiness and is priced out of attain for many shoppers.

After all, each firm has to take care of the apparent {hardware} issues like battery life, processing energy and show high quality.

And these points are even more durable to unravel if you’re attempting to shrink a high-performance laptop down into one thing that appears and seems like common glasses.

However the problem with AR wearables isn’t nearly technical issues…

It’s additionally about human issues.

Most individuals simply don’t appear able to strap expertise to their faces in public. At the least not but.

There’s nonetheless a stigma round trying unusual or disconnected whereas carrying cumbersome, high-tech gear. You possibly can design one of the best functioning AR glasses on this planet, but when the common particular person feels awkward carrying them in a espresso store, they’re not going to catch on.

Then there’s the problem of use instances.

Even probably the most superior AR glasses can’t succeed if the software program ecosystem is clunky, restricted or awkward to make use of.

Integration throughout apps, gadgets and real-world environments stays a serious barrier to adoption.

And past leisure or novelty, AR hasn’t but delivered a “killer app” that makes carrying these gadgets really feel important.

It’s true that AR glasses are proving their value In enterprise settings like warehouses and surgical procedures. Even the much-maligned Google Glass has quietly had a second life in these environments.

However for on a regular basis use?

Most shoppers simply don’t see the worth. Particularly with such excessive value factors.

On one hand, you will have Meta’s trendy AI-assisted Ray-Bans that begin at $299.

Turn Your Images On

Supply: Meta

Even in case you by no means use the restricted expertise embedded in its frames, at the least you’re getting a classy pair of glasses.

However when totally AR glasses price $1,000 or extra and their worth feels unproven…

It’s no marvel this tech hasn’t taken off but.

And that’s not even addressing the privateness subject.

AR glasses contain cameras and sensors that continuously scan the atmosphere. This opens up an entire host of knowledge safety and surveillance issues.

So what does this imply for Google’s new Android XR glasses?

Right here’s My Take

Frankly, I imagine Google’s new glasses may be successful.

That’s, if Meta doesn’t beat them to it. In any case, Meta’s Ray-Bans are already quietly going mainstream.

EssilorLuxottica, the corporate that companions with Meta to provide these sensible glasses, introduced in February that over 2 million items have been offered because the product’s September 2023 launch.

I personal two pairs, and I really like them. Their first-person view actually has me hooked.

I can think about a future the place I’m capable of relive choosing up my youngsters after they have been little as a result of I captured a video of that second by my glasses.

I ought to notice that the newer model is manner higher than the primary one. It’s way more responsive.

But it surely’s not AR.

Nevertheless, the corporate is working onerous to grow to be a frontrunner in AR wearables. Final September Meta unveiled proprietary AR glasses which can be nonetheless being examined internally.

The corporate is reportedly set to spend over $100 billion on digital and augmented actuality tasks this yr.

And it’s rumored Meta’s first “actual” AR glasses, codenamed “Artemis”, shall be launched in 2027.

This may put them in stiff competitors towards Google’s Android XR glasses.

Talking of which, Google seems like it’s headed in the correct route by not attempting to jam each chip and sensor into the glasses themselves.

But when Apple wasn’t capable of efficiently offload processing onto the iPhone, I ponder how Google can clear up comparable issues round battery life.

And the corporate nonetheless must get previous the principle points with AR wearables.

Even the best-designed glasses can’t change the truth that many shoppers are hesitant to undertake head-worn tech, particularly if it nonetheless feels a bit of awkward or gimmicky.

Till the correct mix of consolation, utility and cultural acceptance comes collectively, AR glasses — even excellent ones — will keep caught on the sidelines.

But when Google can lastly ship on its promise, 2026 may simply be the yr AR glasses begin changing into part of on a regular basis life.

Regards,

Ian King's Signature
Ian King
Chief Strategist, Banyan Hill Publishing

Editor’s Notice: We’d love to listen to from you!

If you wish to share your ideas or options in regards to the Day by day Disruptor, or if there are any particular matters you’d like us to cowl, simply ship an e-mail to dailydisruptor@banyanhill.com.

Don’t fear, we gained’t reveal your full title within the occasion we publish a response. So be at liberty to remark away!





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