META SEEKS TO DOUBLE RAY-BAN GLASSES OUTPUT AFTER SURGE IN DEMAND

Summary from the TLDR newsletter

Meta and EssilorLuxottica are discussing potentially doubling production capacity to 20 million units or more by the end of the year to capture growing demand and head off rivals. They may potentially further establish the capability of producing more than 30 million units if demand justifies such a move. No final decisions have been made yet. The talks signal confidence that smart glasses can move beyond early adopters and reach mass-market scale.