虎嗅

"Has Google really achieved something by fitting half of the Vision Pro into its glasses?"

原文:把半个Vision Pro 塞进眼镜,Google 这次真成了?

Summary of Key Points

Apple has recently scaled back its efforts in the headset market (postponing or discontinuing future versions of the Vision Pro, retaining only two smart glasses: a screenless AI glass set to be released next year and a display-equipped model in 2029), while Google is making a major push in the smart glasses sector. Google is not only working on an XR glasses (Project Aura) that incorporates half of the functionality of the Vision Pro but also plans to launch a screenless AI glass in collaboration with a fashion brand this fall. These products, combined with Gemini AI and Google's ecosystem, offer a highly mature user experience and are considered a crucial step towards making smart glasses more accessible to the general public.

Apple Slows Down, Google Speeds Up: A Clear Divide Between the Giants

Apple's original headset plans have been significantly revised, focusing on lighter smart glasses, although progress is slow (the display-equipped version is not expected until 2029). In contrast, Google is accelerating its product rollout: it aims to release AI-enabled audio glasses this year, expand the testing of Project Aura (an XR glasses), and launch Intelligent Eyewear in the fall. Simply put, Apple is taking a more cautious approach to finding the right direction, while Google is aggressively pushing new products.

Project Aura: How Amazing Is the Experience?

This XR glasses, developed in collaboration with XREAL, has been described by the media as "a wearable headset":

  • Robust Hardware: It offers a 70-degree field of view (larger than most AR glasses), adaptive transparency (darkens for screen viewing and clears up for face-to-face interactions), and weighs less than 100 grams (much lighter than traditional headsets).
  • Natural Interaction: In addition to touch controls on the frame, it supports multi-finger gestures (such as button tapping, image grabbing, and zooming), with minimal latency for a smooth experience.
  • Strong Ecosystem Integration: The Android XR system integrates with Google Maps (real-time walking directions and mini-maps) and YouTube (panoramic videos), and it supports Android APK applications (a richer ecosystem compared to Meta's glasses).
  • AI Power: Gemini AI can help with tasks like removing green plants from photos, adding ingredients to shopping lists, synchronizing concert schedules with the calendar, and even analyzing images via a Steam Deck or iPhone.

Intelligent Eyewear: Gemini's Personal Assistant, The Perfect Companion for Your Phone

This glass is more of a phone accessory, designed to enable AI functionality without the need to pull out your phone:

  • Lightweight and Natural: It's lighter than Meta's Ray-Ban and looks similar to regular glasses (collaborated with Warby Parker and Gentle Monster for a stylish design).
  • AI Access: Voice commands directly interact with Gemini; for example, asking for wine recommendations or playing Jay Chou's music, with responses coming from the speakers.
  • Ecosystem Integration: The Android experience is enhanced, with the Pixel Watch serving as a viewfinder and photos being sent directly to Google's cloud, ensuring seamless notifications.
  • Focus on Practicality: A screenless version will be released this fall, with a single-eye display model possibly following (showing basic information like navigation directions and weather).

The Future of Smart Glasses: Why Google's Ecosystem Approach Is Winning

Industry leaders like Zuckerberg believe that AI glasses will become the fastest-growing category in consumer electronics, with potentially 1.5 to 2 billion people switching to smart glasses in the next 15-20 years. Google's advantages include:

  • Ecosystem Connectivity: Unlike other glasses that function as standalone apps, Google's glasses integrate directly with its existing ecosystem (maps, YouTube, Keep, etc.), similar to how a smartwatch works with a phone—users are more inclined to buy products from the same platform.
  • Advanced AI Assistance: Gemini can handle tasks like ordering food or hailing a taxi via voice commands, freeing up your hands for other activities.
  • Gradual Transition: Project Aura currently requires an external computing device (the size of a phone), but in the future, the phone itself could serve as the terminal, with the glasses connecting wirelessly for both performance and portability.

Privacy Concerns

Privacy is a significant issue, with concerns about constant online monitoring. However, most media agree that smart glasses will only gain real competitiveness if they can provide useful AI assistance in real-time (e.g., automatically translating road signs or recommending prices). While privacy issues need to be addressed, this represents the inevitable direction for the industry.

Overall, Google's smart glasses have moved beyond the role of mere camera-ready devices, evolving into AI-assisted tools with integrated ecosystems, making them more accessible to the general public. Although Apple is moving slower, its future products are also worth looking forward to. Could smart glasses become the next major innovation, similar to the iPhone? It's still uncertain, but Google has clearly laid out a path for the industry to follow.