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B RY

06/01/24 7:57 PM

#213 RE: B RY #212

I think this youtube review is interesting. Lucy's glasses(Lucyd) may not beat Bose glasses for music sound quality, but surprisingly beat Bose and the other competition for phone call sound quality as this review test indicates. Personally I enjoy my Bose earbuds when I'm listening to music, but I don't wear them otherwise because I prefer to text and rarely even answer my phone. I wear glasses almost everywhere anyway. I'm willing to bet once I buy a pair of Lucyd prescription glasses I'll be listening to music more through my glasses to allow me to hear someone talking to me and other matters of importance like an airport boarding call. Another factor to consider when shopping for smart glasses is pic below of their latest model. Most of my glasses are rimless and I think they will be a big ticket item for the suppliers involved with Lucy. It will be interesting to see if other big brands decide to partner up with Lucy for their wide variety of styles(80) as well as rimless designs. Let's get serious...it's a very small percentage of people who do not prefer rimless glasses. I can clearly see why the Seeking Alpha Lucy's earnings estimate for 2025 I posted shows $25 million. That should finance manufacturing costs going forward in 2026. But we all know executives can get greedy and buy a corporate jet instead of financing manufacturing costs. Time will tell how Lucy handles their finances. Currently I believe they are financing operations in the best way they can with offerings. I'm ok with that for now as they have an excellent product line of proven products and heavy demand to fill. Personally I think the introduction of rimless glasses is going to send pre-orders through the roof.


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B RY

06/08/24 3:58 PM

#217 RE: B RY #212

Interesting article on the direction of AI as the big players invest heavily in it's future. For those that research on the go smart glasses are the preferable tech. Something VERY IMPORTANT to understand and consider. I've read many opinions criticizing Lucyd glasses due to the fact they chose not to incorporate a camera. There are MANY businesses that DO NOT allow employees to take pictures inside the workplace to protect their proprietary technologies. I worked at a business over 20 years ago when flip phones with a camera were coming of age. Even back then the company had it in their company rules posted that taking pictures was absolutely prohibited. So any complaints of smart glasses not having a camera are dismissed by me as naive opinions. Today's phone cameras have amazing capabilities anyway making the point of having glasses with a camera a mute argument. I think this factor bodes well for Lucy's future bottom line imo. Perhaps it helps explain the multiple analysts projecting $14 million revenues in 2025. GLTA and here is the article I find very interesting about the future of AI.

https://www.cnbc.com/2024/06/07/after-chatgpt-and-the-rise-of-chatbots-investors-pour-into-ai-agents.html?__source=iosappshare%7Ccom.apple.UIKit.activity.CopyToPasteboard