Innovative Eyewear (NASDAQ: LUCY) - Prescription for Growth: AI Glasses Hit the Mainstream
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Innovative Eyewear (NASDAQ: LUCY) - Prescription for Growth: AI Glasses Hit the Mainstream
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In this episode of the WTR Small-Cap Spotlight, host Tim Gerdeman and technology analyst James Kisner are joined by Harrison Gross, CEO of Innovative Eyewear (NASDAQ: LUCY). The company develops smart eyewear—including prescription, safety, and sport glasses—and introduced the world's first smart glasses powered by ChatGPT. Gross explains how voice-based AI has transformed smart glasses from a Bluetooth audio accessory into an always-on AI interface, creating a natural upgrade path for the billion-person eyeglass-wearing population. The conversation covers 65% year-over-year revenue growth in 2025, led by the breakout ANSI-certified Lucid Armour smart safety glass, a competitive moat built on ~110 patents and a cross-disciplinary team with talent from Bose and Luxottica, and how the company's focus on wearability and prescription readiness differentiates it from Meta's camera-centric approach. Looking ahead, Gross identifies retail distribution as the primary 2026 growth lever, with big-box retailer discussions underway and a new white-label business unit in development.
