Market Outsiders

Why Meta Just Bet $3.5B on Ray-Ban (July 9, 2025)


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Meta just dropped $3.5 billion on a stake in the maker of Ray-Ban - but why? 

In today’s episode, Jenny Rae and Naman unpack Meta’s bold move into smart eyewear through its investment in EssilorLuxottica. 

From content creation use cases to the strategy behind wearables, vertical integration, and even long-term plays in health tech, they break down what this deal really signals.

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Market OutsidersBy Management Consulted