Is The Next Gold Rush on Your Face?

The playbook for building on virgin platforms

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Meta just dropped AI glasses with built-in displays for well under a grand.

But a bigger deal (for you) is that the SDK launches this year.

That means your product can be on millions of faces by early next year, with little to no competition.

As growth obsessed operators, we’re looking for a moment like Facebook ads 2012, an arbitrage window where first movers scale huge empires while attention costs nothing.

Meta is pouring over $10 billion into smart glasses, already moving millions of units and proving there's real demand. Microsoft and Twitch are jumping in as strategic partners.

The market's set to explore, projected to grow 10x to $93 billion by 2030.

And the big rumor floating around certain circles is that Apple will launch their first smart glasses product in 2026. If it’s anything like the Airpods or Apple Watch, we could be witnessing the birth of a new category.

In this article, I break down:

  • The SDK limitation that creates your competitive advantage

  • What Meta's internal documents reveal about their smart glasses strategy

  • Four specific plays generating results before the masses arrive

  • The broader arbitrage playbook for platform-first thinking

Here's how you capture this window before it slams shut.

But first, let's address the elephant in the room.

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