AI smart glasses: which startup is ahead? Last updated: 31 July 2026 In our XR market deck , you will find everything you need to understand the market SUMMARY Rokid is currently ahead in AI smart glasses, with Even Realities the only startup close enough to challenge that lead soon. Rokid does not have the most elegant single product. It leads because it has already shipped several kinds of glasses, reached ordinary retail channels, and built enough optical and manufacturing experience to keep improving them. The market is splitting into two distinct products. Camera-and-audio glasses compete on capture and hands-free assistance, while display glasses compete on navigation, translation, prompts, and discreet information. Rokid is the only startup in this group with a serious position in both. Even Realities has the clearest route to first place. Its camera-free G2 is lighter, more discreet, and easier to imagine wearing all day, while a new 200 million. Even Realities has just raised 6 million, while Mentra has disclosed an 3.31 million from customers through Kickstarter, which we count as pre-order demand and keep separate from venture funding. Startup What it currently sells or builds Publicly reported funding Current commercial position Rokid Camera-and-audio glasses plus binocular display glasses Nearly 150 million from its latest round Second-generation G2 on sale Solos Modular camera and audio glasses connected to several AI models No external venture round clearly disclosed AirGo range on sale globally Brilliant Labs Open-source display glasses with a personal AI memory system About 8 million Mentra Live shipping in the United States Halliday Camera-free display glasses built around meeting assistance Venture total undisclosed; 4 million on that platform. The two figures cover different products, which shows that demand is spread across both sides of Rokid's range. Even Realities has reported more than 10,000 sales for its earlier generation. Halliday drew 8,023 backers for its first pair, although later reviews were much weaker than the campaign demand suggested. Mentra limited its first manufacturing run to 1,000 pairs. Solos and Brilliant Labs have released several products without publishing a recent unit total that we can compare cleanly. Crowdfunding figures need a discount. A backer has paid real money, but a campaign still comes before ordinary retail, repeat purchases, returns, and long-term support. Rokid's separate retail sales figure and its placement in Omdia's shipment ranking make its lead more convincing than campaign totals alone. Startup or product Best public demand figure How much weight we give it Rokid AI Glasses Style More than 15,000 reported sales Strong, because the product reached normal retail channels Rokid Glasses More than 5,800 Kickstarter backers Useful proof of demand for the display model Even Realities More than 10,000 reported first-generation sales Strong early demand, with limited independent verification Halliday first generation 8,023 Kickstarter backers Real demand, weakened by poor product reviews after delivery Mentra Live 1,000 units in the first production run Early developer and business demand Solos and Brilliant Labs No recent comparable total disclosed Commercial availability is clear; scale remains uncertain Which AI smart-glasses startup has the most mature product today? Rokid has the most mature AI-glasses lineup today, while Even Realities has the most polished display glasses. Rokid already sells two genuinely different consumer products. The Style model handles photos, video, audio, translation, and visual AI without a display. Rokid Glasses add binocular green text for captions, navigation, teleprompting, and live translation. Building both types gives Rokid more room to learn what people actually use, and the company has already moved beyond campaign-only distribution. Even Realities goes deeper on one design. The G2 weighs about 35 grams and puts notifications, directions, translations, speaking notes, and conversation prompts into a discreet binocular display. WIRED praised the frame and the display, then gave the product 6 out of 10 because software stability, bright-light readability, and connectivity still caused trouble. The hardware is impressive. The software can still make the G2 feel unfinished during an ordinary afternoon. Solos is also fully commercial. The AirGo V2 is available with a 16-megapixel camera, video, open-ear audio, swappable temples, and access to ChatGPT, Claude, Gemini, and DeepSeek. Mentra Live now ships within days for 300. The AI Glasses Style start at 500. Solos is the closest value rival. The AirGo V2 also starts at 599 for fewer hardware functions. The price makes sense for buyers who value a discreet display, prescription fit, and the absence of cameras more than photography or music. Mentra Live and Halo both cost 150 million round led by Meituan and Tencent at a 6 million. Mentra built glasses, an operating system, an SDK, and an app store after an $8 million seed round. Their factory output remains modest. Halliday delivered its Kickstarter product, then had to redesign the optical system after poor reviews. Solos sells several generations but gives little public information about factory output or total volume. This chart, featured in our XR market deck , compares the main business model options for XR headset companies Which AI smart-glasses startup has the strongest developer ecosystem? Mentra currently has the strongest developer platform in AI smart glasses. MentraOS is open source, the glasses expose their camera, microphones, speakers, buttons, and touch controls through an SDK, and developers can distribute Miniapps through a store. Mentra also supports private and on-premise deployments, which matters for companies handling sensitive work. In its first-year review, the company said its Discord community had reached 5,000 developers, five hardware makers were running MentraOS, and 50 busi

AI smart glasses: which startup is ahead?
NewMarketPitch Team


