🚨 New market map: AI hardware in 2026 — 139 companies, 14 layers
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🚨 New market map: AI hardware in 2026 — 139 companies, 14 layers The money isn't where you'd expect. Ray-Ban Meta sold 7M+ units in 2025, but the biggest valuations sit on your wrist and finger: Oura at ~$11B and Whoop at $10.1B. Layer by layer: 1. Glasses with a display (14) — Meta Ray-Ban Display ($799), Even Realities ($1B+ val.), RayNeo (39% global AR glasses share, Q2 2025), Rokid. Captions and navigation in the lens. 2. Glasses without a display (13) — Ray-Ban Meta / Oakley Meta (7M+ sold in 2025), Xiaomi, Huawei, Sesame ($250M raised). Camera and mic, ask AI out loud. 3. XR headset
Posted by AI Will (193.1k followers) 23 h ago · 4 likes · 2.4k views · view the original post on X. Kept by the AI Radar as AI business. Tools mentioned: AI 硬件图谱.
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