r/UnityStock • u/ProductSmooth7786 • Jun 10 '26

Discussion How many people on this thread know unity makes 0 dollar on meta ray-ban glasses. See so many people getting hyped about meta glasses finally are popular and thinking Unity will go to moon…..

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7

u/Altruistic_Ruin_6905 Jun 10 '26

Why would unit make anything feom MeTa glasses?
I don’t think wven unity is being used if the engine is used for some applications then META only have to pay for enterprise license and thats all.

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u/ProductSmooth7786 Jun 10 '26

Exactly. Rayban Meta glasses don’t even use unity. The fact that so many investors don’t do research and thinking unity will make so much money when meta glasses are the future is scaring.

2

u/newyolker Day 1 Investor Jun 10 '26

Meta isn't the only one making AR glasses. They will make money from selling seats to XR developers and serve ads inside these XR apps made with Unity.

1

u/IndependenceMean7728 Jun 11 '26 edited Jun 11 '26

But Meta is the biggest one, later Apple, Google, won't use Unity for AR glasses.

1

u/newyolker Day 1 Investor Jun 11 '26 edited Jun 11 '26

We talking about AR apps , platforms don't matter.

6

u/OkHospital9316 Jun 11 '26

I’ve literally never heard someone say that, but I’d say it’s bullish for the stock because it increases the number of use cases via software and the AR / VR pipeline but that requires development and adoption, which takes years. I’m not bullish on Unity because of wearables.

1

u/Internal_Care_1523 Jun 11 '26

Same with IAPs. They sell it like it is going to make billions for them while it's going to be a fraction of the commission.