Innovative Eyewear (NASDAQ: LUCY) - Prescription for Growth: AI Glasses Hit the Mainstream

from WTR Small-Cap Spotlight · host Water Tower Research

Send us Fan MailIn this episode of the WTR Small‑Cap Spotlight, Harrison Gross, CEO of Innovative Eyewear (NASDAQ: LUCY), joins host Tim Gerdeman and technology analyst James Kisner for a deep dive into the future of smart eyewear. Innovative Eyewear develops prescription, safety, and sport smart glasses—and introduced the world’s first smart glasses powered by ChatGPT. Gross explains how voice‑based AI has transformed smart glasses from simple Bluetooth audio devices into always‑on AI interfaces, creating a natural upgrade path for the billion people who already wear glasses.The discussion explores the company’s 65% year‑over‑year revenue growth in 2025, driven by the breakout success of the ANSI‑certified Lucyd Armour smart safety glasses; its competitive moat built on roughly 110 patents and a cross‑disciplinary team with experience from Bose and Luxottica; and how its focus on wearability and prescription readiness differentiates it from Meta’s camera‑centric approach. Looking ahead, Gross highlights retail distribution as the primary growth lever for 2026, with big‑box retailer discussions underway and a new white‑label business unit in development.

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This episode was published on February 12, 2026.

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