Meta leads booming AI smart glasses market in first half of 2025

According to Counterpoint Research, global shipments of smart glasses more than doubled in the first half of 2025, fuelled by soaring demand for AI-powered models.

The segment accounted for 78% of shipments, outpacing basic audio-enabled smart frames.

Meta led the market with over 73% share, primarily driven by the success of its Ray-Ban AI glasses. Rising competition came from Chinese firms, including Huawei, RayNeo, and Xiaomi, emerging as a surprise contender with its new AI glasses.

Analysts attribute the surge to growing consumer interest in AI-integrated wearable tech, with Meta and Xiaomi’s latest releases generating strong sales momentum.

Competition is expected to intensify as companies such as Alibaba and ByteDance enter the space in the second half of the year.

Would you like to learn more about AI, tech and digital diplomacy? If so, ask our Diplo chatbot!

WhatsApp shuts down 6.8 million scam accounts

As part of its anti-scam efforts, WhatsApp has removed 6.8 million accounts linked to fraudulent activity, according to its parent company, Meta.

The crackdown follows the discovery that organised criminal groups are operating scam centres across Southeast Asia, hacking WhatsApp accounts or adding users to group chats to lure victims into fake investment schemes and other types of fraud.

In one case, WhatsApp, Meta, and OpenAI collaborated to disrupt a Cambodian cybercrime group that used ChatGPT to generate fake instructions for a rent-a-scooter pyramid scheme.

Victims were enticed with offers of cash for social media engagement before being moved to private chats and pressured to make upfront payments via cryptocurrency platforms.

Meta warned that these scams often stem from well-organised networks in Southeast Asia, some exploiting forced labour. Authorities continue to urge the public to remain vigilant, enable features such as WhatsApp’s two-step verification, and be wary of suspicious or unsolicited messages.

It should be mentioned that these scams have also drawn political attention in the USA. Namely, US Senator Maggie Hassan has urged SpaceX CEO Elon Musk to act against transnational criminal groups in Southeast Asia that use Starlink satellite internet to run massive online fraud schemes targeting Americans.

Despite SpaceX’s policies allowing service termination for fraud, Starlink remains active in regions where these scams, often linked to forced labour and human trafficking, operate.

Would you like to learn more about AI, tech and digital diplomacy? If so, ask our Diplo chatbot!

Altman shares first glimpse of GPT-5 via Pantheon screenshot

OpenAI CEO Sam Altman shared a screenshot on X showing GPT-5 in action. The post casually endorsed the animated sci-fi series Pantheon, a cult tech favourite exploring general AI.

When asked if GPT-5 also recommends the show, Altman replied with a screenshot: ‘turns out yes’. It marked one of the earliest public glimpses of the new model, hinting at expanded capabilities.

GPT-5 is expected to outperform its predecessors, with a larger context window, multimodal abilities, and more agentic task handling. The screenshot also shows that some quirks remain, such as its fondness for the em dash.

The model identified Pantheon as having a 100% critic rating on Rotten Tomatoes and described it as ‘cerebral, emotional, and philosophically intense’. Business Insider verified the score and tone of the reviews.

OpenAI faces mounting pressure to keep pace with rivals like Google DeepMind, Meta, xAI, and Anthropic. Public teasers such as this one suggest GPT-5 will soon make a broader debut.

Would you like to learn more about AI, tech and digital diplomacy? If so, ask our Diplo chatbot!

Zuckerberg’s billion-dollar AI buyout blocked by Aussie innovator

Andrew Tulloch, an Australian AI engineer raised in Perth, has reportedly rejected a US$1 billion (A$1.55 billion) compensation package from Mark Zuckerberg’s Meta.

Tulloch, a University of Sydney mathematics graduate with a near-perfect ATAR, co-founded the AI start-up Thinking Machines Lab earlier this year with former OpenAI CTO Mira Murati.

Thinking Machines Lab, focused on building safer, customisable multimodal AI systems, has already secured US$2 billion in seed funding and is now valued at $12 billion. Investors include major tech firms Nvidia, AMD and Cisco, and the Albanian government.

According to the Wall Street Journal, Meta attempted to acquire the company and later made direct offers to key employees. Tulloch declined the offer, which Meta dismissed as “inaccurate and ridiculous.”

Would you like to learn more about AI, tech and digital diplomacy? If so, ask our Diplo chatbot!

Zuckerberg says future AI glasses will give wearers a cognitive edge

Mark Zuckerberg framed smart glasses as the future of human–AI interaction during Meta’s Q2 2025 earnings call, saying anyone without such a device may be at a cognitive disadvantage compared to those using them.

He described the eyewear as the ideal way for AI to observe users visually and aurally, and to communicate information seamlessly during daily life.

Company leaders view smart eyewear such as Ray‑Ban Meta and Oakley Meta as early steps toward this vision, noting sales have more than tripled year-over-year.

Reality Labs, Meta’s AR/AI hardware unit, has accumulated nearly $70 billion in losses but continues investing in the form factor. Zuckerberg likened AI glasses to contact lenses for cognition, which is essential rather than optional.

While Meta remains committed to wearable AI, critics flag privacy and social risks around persistent camera-equipped glasses.

The strategy reflects a bet that wearable tech will reshape daily computing and usher in what Zuckerberg calls ‘personal superintelligence’.

Would you like to learn more about AI, tech and digital diplomacy? If so, ask our Diplo chatbot!

Italy investigates Meta over AI integration in WhatsApp

Italy’s antitrust watchdog has investigated Meta Platforms over allegations that the company may have abused its dominant position by integrating its AI assistant directly into WhatsApp.

The Rome-based authority, formally known as the Autorità Garante della Concorrenza e del Mercato (AGCM), announced the probe on Wednesday, stating that Meta may have breached European Union competition regulations.

The regulator claims that the introduction of the Meta AI assistant into WhatsApp was carried out without obtaining prior user consent, potentially distorting market competition.

Meta AI, the company’s virtual assistant designed to provide chatbot-style responses and other generative AI functions, has been embedded in WhatsApp since March 2025. It is accessible through the app’s search bar and is intended to offer users conversational AI services directly within the messaging interface.

The AGCM is concerned that this integration may unfairly favour Meta’s AI services by leveraging the company’s dominant position in the messaging market. It warned that such a move could steer users toward Meta’s products, limit consumer choice, and disadvantage competing AI providers.

‘By pairing Meta AI with WhatsApp, Meta appears to be able to steer its user base into the new market not through merit-based competition, but by ‘forcing’ users to accept the availability of two distinct services,’ the authority said.

It argued that this strategy may undermine rival offerings and entrench Meta’s position across adjacent digital services. In a statement, Meta confirmed cooperating fully with the Italian authorities.

The company defended the rollout of its AI features, stating that their inclusion in WhatsApp aimed to improve the user experience. ‘Offering free access to our AI features in WhatsApp gives millions of Italians the choice to use AI in a place they already know, trust and understand,’ a Meta spokesperson said via email.

The company maintains its approach, which benefits users by making advanced technology widely available through familiar platforms. The AGCM clarified that its inquiry is conducted in close cooperation with the European Commission’s relevant offices.

The cross-border collaboration reflects the growing scrutiny Meta faces from regulators across the EU over its market practices and the use of its extensive user base to promote new services.

If the authority finds Meta in breach of EU competition law, the company could face a fine of up to 10 percent of its global annual turnover. Under Article 102 of the Treaty on the Functioning of the European Union, abusing a dominant market position is prohibited, particularly if it affects trade between member states or restricts competition.

To gather evidence, AGCM officials inspected the premises of Meta’s Italian subsidiary, accompanied by Guardia di Finanza, the tax police’s special antitrust unit in Italy.

The inspections were part of preliminary investigative steps to assess the impact of Meta AI’s deployment within WhatsApp. Regulators fear that embedding AI assistants into dominant platforms could lead to unfair advantages in emerging AI markets.

By relying on its established user base and platform integration, Meta may effectively foreclose competition by making alternative AI services harder to access or less visible to consumers. Such a case would not be the first time Meta has faced regulatory scrutiny in Europe.

The company has been the subject of multiple investigations across the EU concerning data protection, content moderation, advertising practices, and market dominance. The current probe adds to a growing list of regulatory pressures facing the tech giant as it expands its AI capabilities.

The AGCM’s investigation comes amid broader EU efforts to ensure fair competition in digital markets. With the Digital Markets Act and AI Act emerging, regulators are becoming more proactive in addressing potential risks associated with integrating advanced technologies into consumer platforms.

As the investigation continues, Meta’s use of AI within WhatsApp will remain under close watch. The outcome could set an essential precedent for how dominant tech firms can release AI products within widely used communication tools.

Would you like to learn more about AI, tech, and digital diplomacy? If so, ask our Diplo chatbot!

Ray-Ban Meta leads smart glasses market growth

Sales of the Ray-Ban Meta smart glasses have more than tripled in the first half of 2025, cementing Meta’s dominance in the growing AI wearables market.

While Apple remains quiet on a possible launch of its own AI glasses, Meta and its partner EssilorLuxottica continue to expand their lead. The eyewear giant revealed a 200% rise in Ray-Ban Meta sales, with second-quarter revenue up by over 7% compared to last year.

Smart glasses still represent a small part of both companies’ revenue, yet expectations are rising fast. In June, the firms announced a new model – Oakley AI performance glasses – which they hope will match the success of the Ray-Ban line.

Francesco Milleri, EssilorLuxottica’s CEO, stated they expect a ‘very fast ramp-up’ of the Oakley Meta model.

Meta’s Ray-Ban glasses have been on the market for nearly two years, but recent updates have added live translation features and visual recognition that allows the glasses to interpret scenes in real time.

A version with an integrated display is rumoured to launch later in 2025, and Meta is also developing a high-end model called Orion.

Apple, meanwhile, appears more focused on mixed reality, with reports of a second-generation Vision Pro and Samsung’s Project Moohan, which may follow a similar route. But in the space of everyday wearable AI, Meta currently stands alone—at least until the competition decides to enter the arena.

Would you like to learn more about AI, tech and digital diplomacy? If so, ask our Diplo chatbot!

Alibaba reveals Quark AI glasses to rival Meta and Xiaomi

Alibaba entered the wearable tech scene at the World Artificial Intelligence Conference in Shanghai by unveiling its first smart glasses, Quark AI Glasses, powered by its proprietary Qwen large language model and the Quark assistant.

The glasses are designed for professional and consumer use and feature hands-free calling, live transcription and translation, music playback, and a built-in camera.

The AR-type eyewear runs on a dual-chip platform, featuring Qualcomm’s Snapdragon AR1 and a dedicated low-power chip. It uses a hybrid operating system setup to balance interactivity and battery life.

Integration with Alibaba’s ecosystem lets users navigate via Amap’s near-eye maps, scan Taobao products for price comparison, make purchases via Alipay, and receive notifications from Ali platforms—all through voice and gesture commands.

Set for release in China by the end of 2025, Quark AI Glasses aim to compete directly with Meta’s Ray-Ban smart eyewear and Xiaomi’s AI glasses.

While product pricing and global availability remain unannounced, Alibaba’s ecosystem depth and hardware‑software integration signal a strategic push into wearable intelligence.

Would you like to learn more about AI, tech and digital diplomacy? If so, ask our Diplo chatbot!

Meta forms AI powerhouse by appointing Shengjia Zhao as chief scientist

Meta has appointed former OpenAI researcher Shengjia Zhao as Chief Scientist of its newly formed AI division, Meta Superintelligence Labs (MSL).

Zhao, known for his pivotal role in developing ChatGPT, GPT-4, and OpenAI’s first reasoning model, o1, will lead MSL’s research agenda under Alexandr Wang, the former CEO of Scale AI.

Mark Zuckerberg confirmed Zhao’s appointment, saying he had been leading scientific efforts from the start and co-founded the lab.

Meta has aggressively recruited top AI talent to build out MSL, including senior researchers from OpenAI, DeepMind, Apple, Anthropic, and its FAIR lab. Zhao’s presence helps balance the leadership team, as Wang lacks a formal research background.

Meta has reportedly offered massive compensation packages to lure experts, with Zuckerberg even contacting candidates personally and hosting them at his Lake Tahoe estate. MSL will focus on frontier AI, especially reasoning models, in which Meta currently trails competitors.

By 2026, MSL will gain access to Meta’s massive 1-gigawatt Prometheus cloud cluster in Ohio, designed to power large-scale AI training.

The investment and Meta’s parallel FAIR lab, led by Yann LeCun, signal the company’s multi-pronged strategy to catch up with OpenAI and Google in advanced AI research.

The collaboration dynamics between MSL, FAIR, and Meta’s generative AI unit remain unclear, but the company now boasts one of the strongest AI research teams in the industry.

Would you like to learn more about AI, tech and digital diplomacy? If so, ask our Diplo chatbot!