Dave Gilboa, co-Founder and co-CEO of Warby Parker
Motley Fool Hidden Gems Investing
The Motley Fool
4.3 • 3.1K Ratings
🗓️ 9 September 2025
⏱️ 23 minutes
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| 0:00.0 | Yeah, it's hard to overstate how important we think this will be. |
| 0:09.1 | So, yeah, I can't think of other questions where I would rate 100 out of 100, |
| 0:14.7 | but this one I'm going to have to say 100. |
| 0:20.8 | That was Dave Gilboa, the co-founder and co-CEOO of Warby Parker. |
| 0:25.4 | And he was rating just how important Warby Parker's AI Glasses partnership with Google |
| 0:30.4 | will be over the coming years. |
| 0:32.9 | Our own co-founder and CEO, Tom Gardner, as well as Tim Byers, talked with Dave about not only those |
| 0:38.7 | AI glasses, but also what makes Warby Parker's current eyewear business a customer favorite. |
| 0:44.9 | I think I'm going to start with a simple Peter Lynchism, for those of us who spent our time |
| 0:50.5 | in the investing world, Peter Lynch once said, if you can't explain to a 10-year-old in two minutes why you own a stock, you shouldn't own it. So can you explain to us in two minutes |
| 0:58.7 | why you care about Warby Parker, why you believe in it, and why you help to run the company? |
| 1:04.6 | Sure. Thanks for having me on. And yeah, I started Warby Parker now over 15 years ago with three of my best friends from business school, really to solve our own problems as frustrated consumers. |
| 1:18.6 | And we saw a category, a massive category that is now over $60 billion in the U.S., offering products that most people need to see |
| 1:31.3 | for their everyday lives, but a category that really was not serving consumers well, and |
| 1:39.8 | had very little innovation from a product standpoint and a distribution standpoint. |
| 1:46.0 | And it just didn't make sense to us that a pair of glasses, technology that's been around for |
| 1:51.0 | 800 years, should cost more than an iPhone. |
| 1:54.0 | And so we set out to create a brand that offered the products that we would want to wear around a brand that stood for something |
| 2:05.4 | and wanted to make the experience great and dramatically bring down the price point for |
| 2:11.4 | glasses. |
| 2:12.5 | And so that's what we've done over the last 15 years. |
| 2:15.8 | And now we have over 300 stores in addition to a thriving e-commerce business and set out to |
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