Meta plans AI pendant and four new smart glasses to reverse $19B Reality Labs losses

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Meta is developing an AI-powered pendant for testing next year and preparing to launch up to four new smart glasses models before 2025 ends. The aggressive hardware push follows the company's acquisition of Limitless and aims to reverse Reality Labs' $19 billion loss in 2025 through expanded wearables and a new business subscription service.

Meta's Hardware Push Takes Shape with AI Pendant and Expanded Smart Glasses Lineup

Meta is developing an AI pendant that will enter testing over the next year, marking a significant expansion of the company's wearable devices strategy beyond smart glasses and VR headsets

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. The move comes as the company seeks to reverse massive losses in its Reality Labs division, which reported a staggering $19 billion loss in 2025 alone

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. According to internal memos from Alex Himel, Meta's vice president of wearables, the company plans to release up to four new smart glasses models before the year ends as part of this aggressive hardware push

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Source: Analytics Insight

Source: Analytics Insight

From Limitless Acquisition to Always-On Listening Device

The AI-powered pendant development was largely anticipated following Meta's 2025 acquisition of Limitless, a startup that created a clip-on Bluetooth microphone designed to continuously capture and record conversations throughout the day

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. The original Limitless Pendant provided summaries, transcripts, and a searchable database of conversations, positioning itself as a memory aid for users

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. At the time of acquisition, Limitless CEO Dan Siroker stated that Meta's vision centered on "bringing personal superintelligence to everyone" through AI-enabled wearables

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The pendant represents a shift from reactive AI to constant observation, functioning as an always-on listening device that captures ambient audio without requiring user commands

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. While chatbots live in apps and smart glasses sit on your face, a wearable microphone that continuously listens throughout the day takes AI integration several steps further, theoretically helping users remember meetings, conversations, and tasks without manual input

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Four New Smart Glasses Models and Wearables for Work Subscription

Meta's wearables ecosystem expansion includes multiple smart glasses models with codenames "Modelo," "Luna," "RBM2 Refresh," and "Mojito VIP" scheduled for release throughout 2025

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. The Modelo model is expected to debut as soon as June, with Luna and RBM2 Refresh following in fall, and Mojito VIP arriving in December

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. Additional models codenamed "Artemis" and "SSG" (supersensing glasses) are reportedly under testing for future releases

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Source: Engadget

Source: Engadget

The company plans to expand beyond its current partnerships with EssilorLuxottica brands Ray-Ban and Oakley

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. According to internal communications, Meta is launching a business-focused subscription service called Wearables for Work, targeting at least 10 companies for sign-ups and aiming for deployments to at least two large organizations requiring 100 devices each

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. The broader goal is compelling users to adopt Meta's AI models and pay for subscriptions, including access to Hatch, an unreleased consumer AI agent currently under development .

Ambitious Sales Targets and Privacy Concerns

Meta has set an ambitious target to sell 10 million wearables in the second half of 2026, planning to achieve this through new product launches and expanded availability in more countries

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. The Reality Labs division reported a loss of $4.03 billion in the first quarter on revenue of just $402 million, underscoring the urgency behind this hardware division turnaround

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. CEO Mark Zuckerberg told investors during Meta's fourth quarter 2025 earnings call that the division will focus on glasses and wearables going forward, with expectations that losses will gradually decrease

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Source: ET

Source: ET

However, the AI pendant raises significant privacy concerns that could impact adoption rates. While consumers have already debated camera usage on smart glasses, a wearable built around always-on listening introduces new questions about consent, recording practices, and data storage

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. The device is expected to offer hands-free access to Meta's digital assistant and other services, but convincing users to wear a constantly listening device may prove challenging

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. As Meta pushes to make AI follow users everywhere, the company will need to address these concerns while building out its wearables ecosystem and proving that this expensive bet can deliver both adoption and revenue.

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