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Eyewear: A Gateway to the Future
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00:00All right, let's now talk about what's sitting right on many of our faces.
00:07I'm seeing some of you with it.
00:08I'm talking about eyewear.
00:11Because glasses are getting a serious upgrade.
00:15We're not just talking about fashion anymore.
00:18We are talking about style.
00:20We're talking about connection.
00:22We are talking about being packed with AI.
00:27Just take a look at Raven Maida, for example.
00:30And that is just the start of it all.
00:34Eyewear is becoming the ultimate wearable.
00:37Hands free, on the move, and smarter than ever.
00:41Whether it's for health, convenience, or just looking cool.
00:46This is where tech meets design in everyday life.
00:50Let's take a look at what the future looks like through a new lens.
00:57Now, prepare to welcome Paul from Essilor Luxottica
01:01in conversation with Maurice Lévy from Publicis Group.
01:20OK, so now it's a relaxed session about fashion.
01:30We think that we have been speaking too much about tech,
01:34that we need to have a relaxed moment,
01:38and we thought that it should be good to speak about fashion.
01:41We are in Paris, and it's about normal to speak about fashion.
01:45What do you think, Paul?
01:46Well, I think you're on a sidetrack,
01:50because it's not actually just about fashion, Maurice.
01:54It's about a very basic companion, eyeglasses,
02:00becoming tech.
02:02Oh, no.
02:03You are not starting to make it serious?
02:07But you invited us at Viva Tech for the first time,
02:11where we were quite doing eyeglasses,
02:14combining the frame and the lens.
02:16and you discovered that this device could become
02:22a connected element of our life.
02:26Yes, but what is interesting is to start to understand
02:32this Essilor Luxottica company.
02:37And Essilor Luxottica started, I don't know how many years ago,
02:43there has been merger, etc.
02:45but Luxottica has been started by Leonardo Del Vecchio
02:5065 years ago, 65 years ago,
02:55and lost in the middle of...
02:59the Northern Venice Sea, in the mountains.
03:03and it became number one worldwide.
03:06Can you explain that?
03:08How this Italian guy became number one?
03:12Yeah, so really the magic that is behind this combination,
03:17and we are here not to do any corporate type of thing,
03:20but it's a very interesting adventure, human and industrial.
03:24and one on Italy side and one in France.
03:29So 170 years ago, the collaboration of the Eastern of France created Essilor.
03:43Essilor that became in 72, yes, Essilor.
03:46And then, in 65 years ago,
03:50Mr Del Vecchio created the frame and the two categories,
03:55they grew in parallel.
03:56And one day it became obvious that this device should be combined into one company.
04:01That's what we did,
04:02and we created this company seven years ago only.
04:05So on one side, it's a very young company with very deep roots.
04:10and that is quite important to have that in mind for the journey we are embarking in.
04:18It's something that you are not saying,
04:21that in fact, Leonardo Del Vecchio has built...
04:26So Essilor Luxottica maybe doesn't ring any bell for you,
04:31but if I'm saying Ray-Ban, maybe this rings a bell.
04:38And beyond fashion, there is a technology which allows you to see,
04:48maybe to better listen, and to be connected.
04:52Well, so that is where it's becoming very interesting,
04:56because you are right, Maurice.
04:58On one side, we have invented really the brand aspect of frame,
05:05embarking all the key brands into the frame, Ray-Ban, Eau-Clay, Persol, whatever.
05:11And on the other side, we have been correcting the vision.
05:15And now, what is brilliant...
05:18You are much younger, much younger, great, the Ray-Ban glasses.
05:24So now, what is happening is that this pair of eyeglasses is becoming a connected device.
05:32And it's totally transforming this category, but more important, it's totally transforming
05:39the connected approach with the smartphone, the smartwatch, and tomorrow, the connected glasses.
05:47And what we have done in the last couple of years with Meta is to crack this new category,
05:53combining in the device, voice, hearing, and sight.
06:00Which is really a total revolution, and people don't appreciate what's going on.
06:06And when you will add the AI, we will have the sight, the hair, and maybe the brain.
06:17I don't need to explain anything because Maurice is so convinced about it.
06:22That is our best ambassador.
06:24But really, what is behind that is a disruptive innovation transforming progressively the way we are connected.
06:33And what we are so happy about is that now it is obvious that it is becoming a real companion.
06:42Why?
06:42Because we have been able to put in a fashion element of eyewear a lot of technology staying below 50
06:53grams.
06:54And that is quite a challenge because if this pair of eyeglasses would be 60, 70 grams, then you would
07:02not wear them.
07:04And it is finding real use case.
07:07So now I will tell you, this is something that I have.
07:12I had the former version and I have this one.
07:15I never go on a call on a video conference or on any communication without my meta ribbon or ribbon
07:32meta, as you wish.
07:33And it is very fascinating because it looks like they are making sure that there is no noise and the
07:46only thing that I'm hearing is the conversation.
07:49And at the same time, I'm receiving the message.
07:52And if there is something important, I can click and I can switch to the message or I can answer
08:01an email.
08:01Well, all this at the same time, I can go on WhatsApp while I'm in the conversation because there is
08:10something urgent to do.
08:12And that is quite unique.
08:14It is. It is.
08:15And you have described some use case and to crack a new category, you know it better than me.
08:21If you don't find a real product that is creating real use case, you don't make it to the market.
08:29And what we have been able to do with Meta is to crack this new category, leveraging the meta capabilities,
08:38huge capabilities in software, in the whole platform, connected platform, plus Meta AI, which is becoming a multi-AI, multi
08:48-model AI.
08:49And that is quite important, combined with the industrial platform of Essilor Luxottica.
08:55So now we will go into the details.
08:58How this happened?
09:00It happened in 2019.
09:04Because we had the dream at Essilor Luxottica that Eyewear would become connected.
09:11And we had been working on it.
09:13And Mark, he had this dream.
09:16For the people who don't know who is Mark, it's Mark Zuckerberg.
09:20Yeah, sorry.
09:21You know, he said, oh, it's Mark.
09:22And at the belief that Eyewear would be the next window to the connectivity.
09:31And so he came to see Mr. Delvecchio that we talked about and Francesco and myself in Milan in April
09:382019 to combine its capability with our capability.
09:44And that is a very interesting example of a strategic partnership, balanced with great complementarities, a bit like what you
09:54announced yesterday, Jensen and Arthur.
09:58Yes.
09:59What is interesting is that for the people of my age, I remember that there was somebody called Sergey Brin
10:08some 10 years ago, 12 years ago,
10:13who created the Google Glasses.
10:16It didn't work.
10:18So tell us why this one can work.
10:21Well, it works for maybe three or four very simple reasons.
10:26Some of them we have already touched.
10:28It has to be addressing the style element.
10:31You look great.
10:33Fantastic.
10:35Second, it has to be the technology as to fit into the product with totally being disappearing.
10:45This is a really high tech piece of technology, 52 grams, with all of the connectivity creating use case.
10:54And then the key is to manufacture and distribute worldwide this new category at a very large volume to create
11:04the new experience, the new category.
11:06So it's a difficult category, difficult technology.
11:10And of course, you are going to see more and more options in those styles, in those frames, use case,
11:20functions, maybe additional brands, as we expand progressively the offer.
11:27So, you know, if I touch and I move, I have some functions.
11:34Absolutely.
11:35Just by doing this, I can raise the volume.
11:40I can change.
11:42I can stop.
11:44I can switch.
11:48You can do all of that.
11:49And I think for the tech community, it's an interesting thing, Maurice, to mention that many people think that when
11:57you talk about connected glasses, you would want to project the image.
12:02But because AI, as in the last few years, two years, being able to manage the question and the answer
12:12through the glasses, we are able only with voice, camera, speakers, to manage the whole connectivity by just talking to
12:25the glasses and getting answers.
12:27At some point, we will add display, but you have to be able to make it below this threshold of
12:36the weight and keeping the style.
12:39So we have prototype, but not ready to be fully commercialized.
12:45That is your little camera.
12:47Yes.
12:48So I mean, maybe you can say a few words about the camera.
12:51The camera is my eye.
12:54I am in the street, I am looking at something, and I'm going to ask through the camera, what am
13:01I looking at?
13:02This is the Eiffel Tower.
13:04It's open to the public at so-and-so.
13:07This is the new Mission Impossible movie.
13:10You can see it tonight at Publicis, on Champs-Élysées, whatever.
13:16So you get through the vision of the camera, a view to what's going on, and of course, an interaction,
13:24voice and listening through the meta AI that is behind.
13:28And why I say multimodal, voice, hearing, and image management.
13:35So it's very, very disruptive.
13:37What I can tell you is that putting the camera on and seeing people, I'm asking, meta, who is this
13:47person?
13:48And the answer can be privacy.
13:52Correct.
13:53You test it, it works like that.
13:54Now, I will switch, because I'm getting old, I need to hear better, I don't need a complete connection, and
14:08that is nuance.
14:13Nuance, I can listen much better.
14:17Can you raise your voice?
14:19I don't need, you should be hearing me very well.
14:23And I'm connected to an app, and I can manage this.
14:29So, this world is crazy.
14:31Can you explain a little bit?
14:33So that is another idea, which is a real product, and we are really talking about products that are in
14:38the market.
14:39Absolutely, and I'm using, and it works.
14:43So here, the idea is one very interesting one.
14:46And it's the result of actually acquiring two key startups, one called Nuance Audio, which is a company that we
14:57bought three years ago that is able to manage sound coming in to my face with multidirectional microphones and amplify
15:07only the cone in front, and amplify that in my speaker.
15:12So that is the concept of really addressing hearing impairments.
15:17So it's more medtech, healthcare related.
15:20And we added another little acquisition, and I mention it because that's how link to VivaTech is Pulse Audition.
15:28That is a small, very small French startup, leveraging AI to monitor the profile of your voice pattern, and then
15:40only extracting through AI your voice into the overall background noise.
15:46So very advanced technology that is taking us more on a medtech journey.
15:51So what I can tell you regarding those glasses is that even if you have a very good level of
16:00hearing, that you don't need any assistance, when you are in a meeting, and there are a lot of, or
16:06in a dinner, like yesterday night, and there are a lot of people speaking,
16:09and there are a lot of people speaking, the noise, the noise of the ambience is acting a little bit
16:17like an intrusion and making the hearing a bit difficult.
16:24And what those glasses are doing is in a kind of cleaning up the sound, in order that you get
16:35only the sound that you are interested in.
16:37And if there are people speaking while there is someone delivering a speech, you are hearing much better the speech,
16:51and the noise which is around is lowered, and that is giving a good comfort.
17:02Fantastic to see that technology can be extremely helpful for the daily life, and as we are going in a
17:13society which is aging, I think this will be a fantastic business for SLR Luxottica, and not only a very
17:23good human approach.
17:25Yeah, yeah, what we see behind this little conversation is a very interesting lesson, I think, of on one side,
17:35successfully combining key capabilities of two emblematic companies, Italian and French, into a new young company, which is embarking on
17:46a very disruptive journey.
17:49That is really what we are talking about, and to make that journey a reality, also embarking through acquisition, through
17:57partnership, very key technology piece.
18:00And it's, for us, extremely exciting to see that this pair of eyeglasses is being totally reinvented, and will be
18:11the window to the future in the years to come.
18:15And the fact that there is more and more big names starting to consider that eyeglasses are the next connectivity
18:21platform, is bringing credibility to what we have embarked on a few years ago.
18:27Fantastic, and we see that technology can be everywhere, and AI can be extremely helpful to everyone.
18:36Thank you very much, and bravo for this initiative.
18:40Thank you, Lloyd.
18:41Thank you.
18:41Thank you.
18:42Thank you.
18:42Thank you.
18:43Thank you.
18:44Thank you.
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