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AI Glasses Are Coming to Kill the iPhone

  • AI glasses are emerging as the next major tech platform for ambient, screenless interaction in the AI era.
  • Big Tech firms like Apple, Meta, Alphabet, Amazon, and OpenAI are competing to lead the shift towards AI glasses.
  • Investors are looking to gain exposure in the broader AI glasses ecosystem by targeting chipmakers, component suppliers, and software enablers.
  • The rise of AI glasses signifies a shift from smartphones to devices that offer ambient computing and real-time interaction, driven by the needs of artificial intelligence.

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