Meta (via The Information) · 2026-05-30 · rumor
Leaked Meta Memo Outlines AI Pendant, Four New Smart-Glasses Models, and 'Wearables for Work' Subscription — VP Alex Himel Targets 10 Million Wearables in H2 2026
An internal memo from Meta wearables VP Alex Himel, obtained by The Information, says Meta is testing an AI pendant built on its 2025 Limitless acquisition, plans four more smart-glasses models by year-end, and is launching a paid Wearables for Work enterprise tier.
Leaked Meta memo: an AI pendant in testing, four new smart-glasses SKUs by year-end, and a 'Wearables for Work' subscription targeted at 10 million sales this half.
Key specs
| H2 2026 wearables target | 10M units |
|---|---|
| Wearables for work pilot orgs | 10 companies |
| Large org device pilots | 2 with 100+ devices each |
| Reality labs loss (2025) | $19B |
| New smart glasses models in 2026 | 4 |
What is it?
An internal memo from Alex Himel, Meta's VP for wearables, obtained by The Information. It lays out the hardware roadmap for the rest of 2026: a clip-on AI pendant that will begin testing in the coming year, a wave of new smart-glasses SKUs codenamed Modelo (June), Luna and an RBM2 refresh (fall), and Mojito VIP (December), with longer-lead 'supersensing' glasses codenamed Artemis and SSG to follow, plus a paid enterprise tier called Wearables for Work.
How does it work?
The pendant builds on Limitless, the AI-wearable startup Meta acquired in late 2025. Limitless shipped a Bluetooth clip-on microphone that recorded ambient conversation, then surfaced summaries, transcripts, and a searchable log. The memo also names Meta's still-unreleased consumer AI agent, codenamed Hatch — Wearables for Work and the pendant are intended to drive paying subscribers toward Hatch and Meta's existing AI models.
Why does it matter?
Reality Labs lost $19B in 2025 and $4B in Q1 2026. The memo is the clearest signal yet that Mark Zuckerberg is using AI hardware — not just glasses — to try to make Reality Labs cover its own costs. A 10M-unit H2 target would more than triple last year's Ray-Ban Meta volume, and Wearables for Work is the first time Meta has pitched smart eyewear as a subscription line item next to Microsoft 365 or Google Workspace. Confidence: the memo is sourced and named (Himel); confirmation will land when the first new SKU (Modelo) is unveiled in June.
Who is it for?
Hardware product folks, smart-glasses competitors, anyone tracking the Limitless / Friend / Humane AI-wearable lane.