| Constellation Research

AWS' Kiro launches autonomous agents for individual developers

Editor in Chief of Constellation Insights
Constellation Research

Larry Dignan is Editor in Chief of Constellation Insights at Constellation Research, where he leads editorial coverage focused on enterprise technology, digital transformation, and emerging trends shaping the future of business. He oversees research-driven news, analysis, interviews, and event coverage designed to help technology buyers and vendors navigate complex markets with clarity and context. ...

Amazon's Kiro, Amazon Web Services' next-gen AI developer platform, is launching in preview for individual users with an autonomous agent for each developer, integration with GitHub and issue assignments.

Kiro, which recently became generally available, has been expanding tools and features on a two-week cadence since being introduced in July as an agentic AI integrated development environment. Amazon is standardizing its developers on Kiro.

Speaking during a re:Invent 2025 keynote, CEO Matt Garman said:

"We really see the potential for the entire developer experience, and frankly, the way that software is built to be completely reimagined. We're taking what's exciting about AI and software development and adding structure to it. This is why we launched Kiro, the agentic development environment for structured AI coding,"

More from re:Invent 2025

With the individual accounts and an autonomous agent that learns how you develop, Kiro is moving closer to the goal of moving developers from prompt to prototype faster. Key points about the Kiro autonomous agent, announced at AWS re:Invent 2025 include:

The agent is designed for persistent operation beyond individual coding sessions.
This AI-powered companion can manage work across multiple repositories and tools like GitHub and Jira.
Kiro’s autonomous agent can research an implementation approach to a new feature for an existing code base.
It learns from user preferences, orchestrates sub-agents for specialized tasks, and maintains context throughout projects. Early use cases range from bug triage and multi-repo refactoring to maintenance campaigns—tasks often too routine or time-consuming for human developers.

AWS's Kiro autonomous agent is part of a broader plan to offer a unified software development platform that features one interface covering everything from planning to deployment. Nikhil Swaminathan, Kiro’s product lead, said the autonomous agent will be able to spin up sub-agents and complete tasks and judge quality to make the move to production.

Garman said the autonomous agent in Kiro is part of what AWS calls a frontier agent. Frontier agents can carry out longer projects autonomously by operating in the background.

The idea is that the autonomous agent in Kiro will move from tasks to being able to give feedback to a developer. “Just being able to have feedback come through and making it very personalized will be a win,” said Swaminathan. “We’re launching with one agent per developer and will have a private beta. We’ll be expanding more from there.”

"This is AWS first foray into the autonomous AI world when it comes to its largest user population: developers. Good to see the focus, it is likely to increase developer velocity. Leaders of developers and CxOs are now waiting (desperately) for a SDLC focussed autonomous AI offering from AWS," said Holger Mueller, a Constellation Research analyst.

Ultimately, Kiro autonomous agents for teams will launch.

Kiro is also getting Powers, which is an extension that gives developers extensions to quickly augment a Kiro agent for workflows including design integration, hosting and data handling. Powers gives agents only the tools and context they need. Powers is being launched with partners such as Figma and Netlify.

“The concept of a power is to give developers the ability to extend the core agent. Often what happens with frameworks and tools and technologies is that people keep shipping improvements and the model itself is not trained to understand, there's a lot of trial and error with figuring out how to configure the agent rules in the right way to get the output that you need,” said Swaminathan.

These re:Invent 2025 announcements go with new Kiro features announced in November to go with general availability. Some of those additions include:

Kiro has added Anthropic's Opus 4.5 model in Kiro.
The new version of the Kiro IDE can measure whether code is up to specifications with property based testing. Kiro will go into a project's specs, extract properties that indicate how a system should work and then test against them.
The Kiro agent is available in your terminal. Developers can use the command line interface (CLI) to build features, automate workflows, analyze errors and trace bugs in multiple terminals. Kiro CLI works with the same steering files and Model Context Protocol (MCP) settings that are in the Kiro IDE.
Kiro Teams. Kiro is available for teams via the AWS IAM Identity Center with support for other identity providers on deck.
A startup program for Kiro Pro+. Startups that have raised funds up to Series B can apply for AWS credits for Kiro until Dec. 31.

Future of Work Next-Generation Customer Experience AWS reInvent aws Chief Information Officer

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AWS adds AI agent policy, evaluation tools to Amazon Bedrock AgentCore

Larry Dignan

Editor in Chief of Constellation Insights
Constellation Research

Amazon Web Services is adding AI agent policy and evaluation features to Amazon Bedrock AgentCore in a move that aims to solve the big issues that keep enterprises from moving from proof of concept to production.

At AWS re:Invent 2025, the cloud giant updated Amazon Bedrock AgentCore, which recently became generally available.

Amazon Bedrock AgentCore sits in the tools and infrastructure layer for building AI agents and applications along with Amazon Bedrock, Amazon Nova and Strands Agents. That AI building infrastructure also includes Amazon SageMaker and compute including AWS Trainium and Inferentia.

AWS launches Amazon Nova Forge, Nova 2 Omni

Larry Dignan

Editor in Chief of Constellation Insights
Constellation Research

Amazon Web Services launched Amazon Nova Forge, a service that gives enterprises the ability to train their own foundational models.

With Amazon Nova Forge, AWS is looking to deliver real enterprise outcomes. The reality has been that off-the-shelf foundational models are inaccurate in many enterprise use cases. When enterprises build on top of open source models, results can degrade as more data is added.

Speaking at AWS re:Invent 2025, AWS CEO Matt Garman said the company is focused on model selection as well as building out Nova. Enterprises will need multiple models as a start kit to customize with their own enterprise data.

“Your data is unique. It's what differentiates you from the competition," said Garman. "If your models have more specific knowledge about you and your data and your processes, you can do a lot more."

AWS launches AI factory service, Trainium 3 with Trainium 4 on deck

Larry Dignan

Editor in Chief of Constellation Insights
Constellation Research

Amazon Web Services launched AWS AI Factories, said Trainium 3 was generally available and outlined plans for Trainium 4.

The focus on custom silicon for AWS lands as it emphasizes that is still a strong partner to Nvidia--and outlined new instances for the latest Nvidia GPUs.

During a keynote at re:Invent 2025, AWS CEO Matt Garman followed a string of big infrastructure announcements including plans to invest $50 billion for US government high performance computing and AI data centers, the launch of Project Rainier for Anthropic and a deal with OpenAI.

Garman said AI infrastructure will require new building blocks and processes to create agents. "AI assistants are starting to give way to AI agents that can perform tasks and automate on your behalf. This is where we're starting to see material business returns from your AI investments," said Garman. "I believe that the advent of the of AI agents has brought us to an inflection point in AI's trajectory. It's turning from a technical wonder into something that delivers us real value. This change is going to have as much impact on your business as the internet or the cloud."

AWS has added 3.8 gigawatts of capacity added with Trainium growth of more than 150%. AWS has increased its network backbone by 50%. “In the last year alone, we've added 3.8 gigawatts of data center capacity, more than anyone in the world. And we have the world's largest private network, which has increased 50% over the last 12 months to now be more than 9 million kilometers of terrestrial and subsea cable,” said Garman during his keynote.

ServiceNow acquires Veza, will integrate into AI Control Tower

Larry Dignan

Editor in Chief of Constellation Insights
Constellation Research

ServiceNow said it will acquire Veza in a move that will bring identity tools to its security and risk portfolio.

Terms of the deal weren't disclosed.

ServiceNow said in a statement that Veza specializes in identity security and enables enterprises to understand and control who and what has access to data, applications, systems and AI artifacts.

Veza's main technology is its Access graph, which maps and analyzes access relationships across human, machine and AI identities. The latter part is critical given that vendors are adding identity access technologies for AI agents.

The plan for ServiceNow is to add Veza to its AI Control Tower, which governs and orchestrates AI agents. ServiceNow will also add Veza to its security and risk portfolio including vulnerability response, incident response and integrated risk management. ServiceNow's security and risk applications have more than $1 billion in annual contract value.

Veza, founded in 2000, has more than 150 global enterprise customers.

Constellation Research analyst Holger Mueller said:

"While ServiceNow keeps declaring AI platform readiness, it keeps making key architecture decisions and Veza is no exception. While the acquisition makes sense and maybe also differentiating, CxOs should expect ripple effects across the architecture from a runtime and implementation perspective."

Data to Decisions Digital Safety, Privacy & Cybersecurity servicenow Chief Information Officer Chief Information Security Officer

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MongoDB Q3 surges on Atlas demand

Larry Dignan

Editor in Chief of Constellation Insights
Constellation Research

MongoDB revenue surged in the third quarter courtesy of 30% revenue growth in its Atlas platform.

The company, which recently named CJ Desai as CEO, reported a third quarter net loss of $2 million, or 2 cents a share, on revenue of $628.3 million, up 19% from a year ago. Non-GAAP earnings were $1.32 a share.

Wall Street was expecting MongoDB to report non-GAAP earnings of 79 cents a share on revenue of $593.44 million.

MongoDB said its Atlas revenue was up 30% from a year ago. Atlas now represents 75% of revenue. The company added 2,600 customers in the third quarter and as of Oct. 31 had 62,500 total customers.

Desai said the third quarter was driven by "continued strength in Atlas" and the company "delivered meaningful margin outperformance."

As for the outlook, MongoDB raised its outlook for fiscal 2026 and the fourth quarter. For the fourth quarter, MongoDB said revenue will be between $665 million to $670 million with non-GAAP earnings of $1.44 a share to $1.48 a share.

For fiscal 2026, MongoDB is projecting revenue of $2.434 billion to $2.439 billion with non-GAAP earnings of $4.76 a share to $4.80 a share.

On a conference call, Desai said:

"MongoDB has the potential to become the generational modern data platform of this evolving era, an opportunity that comes once in a lifetime. I am a truly customer-obsessed leader. So during my diligence, I spoke with multiple customers. Across these conversations, the message was clear. MongoDB already powers core, mission-critical workloads were enterprises that are modernizing their technology stack. At the same time, MongoDB is uniquely positioned at the center of the AI platform shift."
"There is still significant room to broaden our footprint within the enterprise. A strong example of this expansion opportunity is a major global insurance provider that has adopted MongoDB broadly across its enterprise. The company selected MongoDB Atlas to modernize several mission-critical systems, including its next-generation policy administration platform, analytics rating engine, unstructured data repositories and hundreds of supporting services.Since moving its policy platform to Atlas, the insurer has expanded from just a small set of regions to nationwide and significantly accelerated the rollout of new products and distribution channels."
"As AI adoption accelerates, MongoDB's positioned not just to participate in the wave, but to help define it. we are already beginning to see this play out with AI-native customers."
"We are also seeing meaningful traction among large enterprises that are starting to build AI applications that have a material impact on their business."

Data to Decisions mongodb Chief Information Officer

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AWS Transform aims for custom code, enterprise tech debt

Larry Dignan

Editor in Chief of Constellation Insights
Constellation Research

Amazon Web Services launched AWS Transform custom, which is a new agent to modernize the custom code that got you into your technical debt pickle in the first place.

The launch, which AWS kicked off at re:Invent 2025 with a stunt that included blowing up a server rack, is the latest in a portfolio of Transform services.

In a blog post, AWS combines pre-built transformations to upgrade anything in Java, Node.js, and Python with the ability to define custom work.

How do you crush #techdebt? @awscloud says #Transform with agentic AI to eliminate the lag and modernize without the pain and strain. #AWSreInvent pic.twitter.com/rwim14qidK
— Liz Miller (@lizkmiller) December 1, 2025

The goal is to use the agent to free up developers.AWS Transform custom includes:

Command line and web interfaces to define transformations through natural language and execute them on local codebases.
AWS Transform custom can operate autonomously.
The web interfaces provides tracking for teams and transformation progress.
The system supports runtime upgrades without the need for additional information.
AWS Transform custom learns enterprise code patterns that have evolved over time.
DevOps can configure AWS Transform custom with integration and continuous delivery tools.

AWS also announced the following AWS Transform updates.

AWS followed up the general availability of AWS Transform for .NET with full stack Windows modernization. AWS Transform will cover application, UI, database, and deployment layers and map Windows stacks to AWS services.
AWS Transform for mainframe adds capabilities called Reimagine, which uses AI to revamp an enterprise architecture using business logic, patterns, data lineage and legacy source code. With the service, customers can transform mainframe applications to microservices and modern architecture. AWS Transform for mainframe also includes automate test plan generation, collection scripts and AI tools to accelerate testing timelines.

Holger Mueller, an analyst at Constellation Research, said:

"AI has tremendous power when transforming and translating language, and code is nothing but a (very structured) language. As such it has a lot of promise for code renovation and modernization. Good to see AWS tackling this, but it is kind of skimming the low hanging fruit by modernizing 5-10 year old code assets. Staying away from 10-29+ year old code assets, these require code translation from the legacy to a modern programming language. And that is where the prize for CxOs really is."

Data to Decisions Future of Work Next-Generation Customer Experience Tech Optimization AWS reInvent aws Chief Information Officer

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AWS, Google Cloud engineer interconnect between their clouds

Larry Dignan

Editor in Chief of Constellation Insights
Constellation Research

Amazon Web Services and Google Cloud are making their clouds interoperable in a move that will be welcomed by multicloud enterprises.

In a blog post, the two cloud giants said they are simplifying how enterprises string together interconnects between AWS and Google Cloud. The news lands as AWS kicks off its AWS re:Invent 2025 conference in Las Vegas.

The two companies jointly engineered a multicloud networking system that uses both AWS Interconnect - multicloud and Google Cloud's Cross-Cloud Interconnect.

According to AWS and Google Cloud, the companies will also introduce a new open specification for network interoperability. Customers should be able to establish private high-speed connectivity between AWS and Google Cloud.

With enterprises rolling out architectures for AI adoption and AI agents, the idea of do-it-yourself cloud networking wasn't going to fly. For example, Salesforce, which uses both AWS and Google Cloud, said the interconnect between the two cloud will be critical for Salesforce Data 360.

Here’s a look at how the interconnect between AWS and Google Cloud would work.

AWS said that the unified specification can be adopted by any cloud provider.

Key points:

The multicloud connectivity from AWS and Google Cloud mean there will be a managed cloud-native experience.
The joint effort will abstract physical connectivity, network addressing and routing policies.
Bandwidth can be provisioned on demand via their preferred cloud console or API.
The companies published the API specifications.

Holger Mueller, an analyst at Constellation Research, said the collaboration is a good first step.

"Enterprises have their data fragmented across the cloud, but AI forces them to connect them. So it is good to see the partnership between AWS and Google to help customers. But voiding the spec of the interconnect, specifically latency - we can only go for the precursor of this - between Azure and OCI. And that was too slow for analytics use cases - hence Oracle moved the Exadata machines inside of Azure. We will see what use cases CxOs can power from the new partnership - but based on the past - hope should not be too high."

Rob Kennedy, VP of Network Services at AWS, said at re:Invent 2025, that AWS will also be connecting to Microsoft's Azure interconnect in the near future. Key points from Kennedy:

Customers asked for interconnects that went across clouds not just on-premises data centers. "We decided to really solve this problem for our customers and just create a full managed solution that kind of abstracts away all the physical components," said Kennedy. "They can simply turn up bandwidth between multiple locations cloud providers."
Defining the standard should make it easier to combine clouds and "we've already got buy-in from both GCP and Azure," said Kennedy. "We hope to continue to get buy in from others as we continue to move forward. And it's a full global service."

Customers can define the bandwidth needed with a click and get budget predictability.

Data to Decisions Tech Optimization AWS reInvent aws Google Big Data Chief Information Officer Chief Technology Officer Chief Information Security Officer Chief Data Officer

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AWS Marketplace adds solutions-based offers, Agent Mode

Larry Dignan

Editor in Chief of Constellation Insights
Constellation Research

AWS Marketplace is moving beyond apps to offer multiple products bundled into one package, faster private offers and agent mode. AWS Marketplace is also accelerating processes post purchase.

With the move, AWS Marketplace is evolving to enable partners, software providers and integrators to combine components to address complex enterprise use cases, offer flexible pricing and utilize one procurement flow. Customers have better transparency for each component, simplified negotiation and purchasing and one seller of record.

The news outlined ahead of AWS re:Invent 2025 is the latest iteration in how AWS is as much of an enterprise technology marketplace as it is a cloud provider. AWS Marketplaces has more than 3 million subscriptions enabled and more than 99% of the top 1,000 AWS customers have at least one AWS Marketplace subscription.

Speaking on a briefing, Matt Yanchyshyn, Vice President of AWS Marketplace and Partner Services, said the club of vendors that have sold more than $1 billion on AWS Marketplace is growing. Salesforce, Databricks and CrowdStrike are in the club but partners such as Presidio are also conducting transactions at scale.

Yanchyshyn added that the July launch of AI agents in AWS Marketplace is scaling. AWS is also using its own AI agents and generative AI tools on the marketplace. "We have a new suite of AI powered capabilities that are facilitating both discovery, product comparisons, but also purchase through the marketplace," he said.

For AWS Marketplace, which has more than 30,000 public listings, 3,500 channel partners, 10,000 professional services providers and 6,000 sellers in 70 categories, the vision is to remove friction from buying services and software from partners. AWS Marketplace is looking to offer automated deployment experiences as well as built-in integration. For instance, CrowdStrike, one of AWS Marketplace's biggest partners, now has CrowdStrike Falcon Next-Gen SIEM for AWS with pay-as-you-go pricing, self-service procurement, an automated deployment experience and built-in integration with AWS CloudTrail, Security Hub and Guard Duty.

The flow consists of subscription, service selection, 1 click launch resources for integration and deployment.

Here's what AWS Marketplace added.

Solution-based buying where customers can purchase multiple products and services in one flow. The seller of record sends a consolidated offer that includes private offers from all components in a stack. The customer reviews terms and pricing, costs for each component and total contract sets and accepts or denies.

AWS Marketplace's move to support a stack in one purchasing flow reflects that reality that most enterprise purchases aren't done in isolation. Customers in theory would remove the hassle of compiling software and services themselves.

Yanchyshyn said the solution approach on AWS Marketplace should enable more industry- and use-case focused sales. "We're starting to see more industry vertical type solutions come to the marketplace as well," he said. "We need to cater to the needs of the sellers, and, more importantly, our joint customers as well. They're looking for solutions that solve their specific use cases, not always point products."

Independent software vendors can use AWS Marketplace to combine software with implementation services, package complementary products or team up with channel partners and integrators. Systems integrators and channel partners can package services with software their authorized to resell, align with outcomes and simplify procurement for enterprise wide deployments.

Here's a look at some representative solutions.

Since anyone can put solutions together, Yanchyshyn said he expects some interesting packages to emerge. He noted that GitLab and MongoDB often sell services along with their software. "The lines between resellers and professional services and ISVs have definitely started to blur over the last few years," he said. "I think we're going to start to see some interesting models evolve with people reselling other people's stuff."

AWS Marketplace also added the following.

Agent Mode, a conversational interface that guides buyers through research and analysis, uploads requirements documentation and provides in-depth comparisons.

From there, Agent Mode generates downloadable proposals. Agent Mode also features a Model Context Protocol server for accessing AI tools and building discovery experiences.

AI-enhanced search for better precision on searches by use cases. Buyers can narrow down results with smart category filters, product grouping and specializations at a glance.

Express private offers where AI on AWS Marketplace evaluates customer needs and aligns them with seller-defined parameters. In other words, offers can be instantly generated. "It allows the seller to essentially expose their private rate card, their discount sheet, and allow us to issue private offers on behalf of the seller to customers, said Yanchyshyn.

Buyers qualify for offers, skip pricing negotiations and procure software at discounted rates. Sellers get flexible pricing at scale, streamline private offers for standard deals and can refocus sales teams.

Variable payments for professional services. AWS Marketplace is supporting flexible services engagement with contract pricing with variable payment, upfront payment and installment plans. Embedded into private offers, services firms can bill customers as work is delivered, based on outcomes or milestone or how time and materials are consumed.

In the variable payment for professional services model, customers get transparency and control and can review and approve requests manually or automate them.

AWS Marketplace added automation features in AWS Partner Central in the AWS Console. Features include API automation, streamlined access to Partner Central and Marketplace Management Portal features, connections to other AWS partners, a personalized Partner assistant powered by Amazon Q, and enhanced user management tools.

New Partner Central APIs, which connect business tools to Partner Central to automate co-selling processes. AWS Marketplace added Opportunity API, Leads API, Account API, Solution API, Benefits API and Connections API.

The AWS Marketplace additions complement new features announced Nov. 19. Leading into re:Invent, AWS Marketplace added billing transfer, which gives customers that ability to retain access to their management account while AWS invoicing and cost data is transferred to channel partner accounts.

AWS Marketplace had also streamlined processes behind post-purchase setup. AWS added identity access management tools that allow partners to request time limited access to customer AWS accounts and streamlined product setup and ongoing maintenance.

Data to Decisions Matrix Commerce Next-Generation Customer Experience AWS reInvent aws Chief Information Officer Chief Procurement Officer

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Warby Parker's third act revolves around AI

Larry Dignan

Editor in Chief of Constellation Insights
Constellation Research

Warby Parker is entering its third act that will be powered by AI on two fronts: Productivity and revenue growth.

Neil Blumenthal, President and Co-CEO, said on the company's third quarter earnings call that the eyeglass retailer's next act will be "defined by innovation through AI."

Blumenthal added:

"We plan to leverage AI to develop new products like AI glasses, to enhance our customer and patient experience like our homegrown first true to scale virtual try-on that now encompasses features like glasses eraser and adviser and to drive productivity and accelerate EBITDA expansion. We previously announced that we'll be working with Google to bring intelligent eyewear to market and are excited to share that we're partnering with Samsung as well."

For Warby Parker's next act to pay off a lot will be riding on the Google partnership, which was announced in May. More news could be outlined in the coming months with CES 2026 or Google I/O as obvious events to showcase a new product.

Google is looking to be a fast-follower to Meta, which has had success with adding technology to Ray Bans. Meta has a long term partnership with Ray Ban parent EssilorLuxottica.

Warby Parker emerged as one of the first Internet lifestyle brands and sold glasses online with frames starting at $95. Warby Parker, through multiple business cycles, has kept that trademark pricing.

As for the second act, Warby Parker scaled its brick-and-mortar footprint and began providing eye exams and contacts. Today, the company's glasses are often covered by insurance and the customer base has diversified enough to show different buying patterns. For instance, Warby Parker's single vision and contacts business lost some momentum since those buyers are younger and struggling amid economic uncertainty. Sales of progressives had more resilience because the customers are older and better off.

The retailer AI strategy is broad and designed to drive productivity, new customer experiences and new products. Here's a look at the plan.

AI productivity efforts

Blumenthal, along with Co-CEO and Principal Financial and Accounting Officer David Gilboa, recently held the company's annual One Vision Summit, which brings retail leaders and optometrists together.

Because it's AI-driven tools on the website and in Warby Parker's app have been so successful, the company has been able to sunset its Home Try-on program.

Under that program, Warby Parker would send prospective customers a set of frames to try on at home and then send back. The program, which was critical to getting consumers used to buying glasses online, also came with shipping costs and a longer sales cycle.

Sunsetting Home Try-on is part of an effort to align with evolving customer preferences and technology while simplifying operations and carrying less inventory.

"We're encouraged by the engagement and conversion we're seeing from AI-powered tools like Advisor, which gives us confidence in our ability to drive the channel long term. Lastly, we continue to expand our holistic vision care offerings as part of our broader strategy to serve all of our customers' needs," said Gilboa.

Blumenthal highlighted a few ways AI was driving Warby Parker metrics.

"We're using AI in our eyewear design process and even evaluating technical designs as we leverage AI as part of our customer journey flow," said Blumenthal.
"Our brand and creative tools are leveraging new tools to bring down the cost of content creation as we think about photo shoots and the production costs," he said.
"Every corporate team member is using often multiple AI tools per day and we're finding increased productivity across our headquarters team," said Blumenthal.

AI will also play a role in Warby Parker's proprietary point-of-sale system and software for optometrists so they don't get bogged down with administrative tasks, said Blumenthal.

AI powered glasses

The plan for Warby Parker is to expand its total addressable market beyond eyeglasses. The company ended the third quarter with 2.7 million active customers, up 9.3% from a year ago, with average revenue per customer of $320.

Warby Parker is projecting 2025 revenue of $871 million to $874 million, up about 13%.

Although Warby Parker primarily sells online, its stores are acquiring customers, said Gilboa. Retail revenue in the third quarter was up 20% from a year ago due the addition of 15 new stores. The retailer also has a partnership with Target to add shops.

Those stores will be critical when Warby Parker shows off its Google-powered AI glasses. Blumenthal said the company upgraded its optical labs to support future growth, faster delivery times and ultimately fulfillment for AI glasses.

Details of the Google-Warby Parker partnership have been coming out in recent months. In many respects, Google is a big brother to Warby Parker. Google will be covering a chunk of the expenses to stand up a product including product development, experiences and the demo environment, which will be delivered in Warby Parker stores.

Google also said it will invest $75 million in Warby Parker subject to hitting collaboration milestones.

Gilboa said in September that Google AI will be embedded into Warby Parker glasses designed for all-day wear for prescription or non-prescription lenses.

"Our understanding is that the primary use cases are really to replace AirPods or take hands-free photos and our products will do that exceptionally well. But the reason that we were really excited to partner with Google is because of their AI capabilities throughout their organization with Gemini and DeepMind," said Gilboa. "Google also has massive capabilities across Android, Gmail, Google Maps and search."

Gilboa added:

"We think that they're going to be really transformative in terms of how people engage with technology and will enable them to stop being tethered to kind of pulling a screen out of their pocket and engage more with the real world."

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AWS' Kiro launches autonomous agents for individual developers

AWS' Kiro launches autonomous agents for individual developers

AWS adds AI agent policy, evaluation tools to Amazon Bedrock AgentCore

AWS adds AI agent policy, evaluation tools to Amazon Bedrock AgentCore

AWS launches Amazon Nova Forge, Nova 2 Omni

AWS launches Amazon Nova Forge, Nova 2 Omni

AWS launches AI factory service, Trainium 3 with Trainium 4 on deck

AWS launches AI factory service, Trainium 3 with Trainium 4 on deck

ServiceNow acquires Veza, will integrate into AI Control Tower

ServiceNow acquires Veza, will integrate into AI Control Tower

MongoDB Q3 surges on Atlas demand

MongoDB Q3 surges on Atlas demand

AWS Transform aims for custom code, enterprise tech debt

AWS Transform aims for custom code, enterprise tech debt

AWS, Google Cloud engineer interconnect between their clouds

AWS, Google Cloud engineer interconnect between their clouds

AWS Marketplace adds solutions-based offers, Agent Mode

AWS Marketplace adds solutions-based offers, Agent Mode

Warby Parker's third act revolves around AI

Warby Parker's third act revolves around AI

AI productivity efforts

AI powered glasses

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AWS' Kiro launches autonomous agents for individual developers

AWS adds AI agent policy, evaluation tools to Amazon Bedrock AgentCore

AWS launches Amazon Nova Forge, Nova 2 Omni

AWS launches AI factory service, Trainium 3 with Trainium 4 on deck

ServiceNow acquires Veza, will integrate into AI Control Tower

MongoDB Q3 surges on Atlas demand

AWS Transform aims for custom code, enterprise tech debt

AWS, Google Cloud engineer interconnect between their clouds

AWS Marketplace adds solutions-based offers, Agent Mode

Warby Parker's third act revolves around AI

AI productivity efforts

AI powered glasses