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Meta Platforms’ new Ray-Ban AI glasses and 2026 risks

Meta Platforms is turning AI into something you can actually wear

KAHROS Team

TL;DR

Quick Summary

  • Meta launched two new Ray-Ban prescription smart glasses on March 31, pushing its AI hardware strategy toward everyday wearers.
  • Teen safety pressure is rising globally: Meta agreed to limit “PG-13” references for teen accounts, while Indonesia ramps up enforcement of under-16 social media restrictions.
  • Meta’s AI push is expensive by design: on January 28, it guided 2026 capex to $115–$135 billion, signaling an all-in infrastructure buildout.

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