If anything, what I’ve heard from friends at or adjacent to Meta is that they’re paring back metaverse ambitions and capabilities on their future devices because of the success of the Ray-Bans glasses and the relatively middling sales of the Quest 3.

The Ray-Bans are also a weird anomaly since they’re leaning on the Ray-Bans designer pricing to justify a lot of the cost. If you’re already buying a pair of luxury sunglasses that cost close to $200, what’s another $100 to get the smart version?