Key Takeaways
- Meta introduced Muse AI agent functionality into smartglasses and launched a wearable pendant named Muse Charm.
- The Muse Charm device is scheduled for holiday release in December, with pricing details still to be announced.
- A new $1,299 VR headset was announced with a planned spring 2027 release date.
- META stock surged 30% during the month before dropping 2% in after-hours trading post-announcement.
- Retail collaborations for Muse include Walmart, Sephora, Best Buy, and Gap, though Amazon restricted purchase capabilities.
At Meta Connect on Wednesday, CEO Mark Zuckerberg demonstrated how the company’s Muse AI assistant will become integrated across its entire product ecosystem. The presentation followed an impressive rally that saw META stock jump 30% over the course of the month, marking what could be its strongest monthly performance since July 2013.
During his presentation, Zuckerberg positioned Muse as the foundation of Meta’s vision for “personal superintelligence.” Sporting a shirt emblazoned with “BUILDING IS MY LOVE LANGUAGE,” he conducted live demonstrations of the AI agent’s capabilities on stage.
Following the announcement, shares fell 2% during after-hours trading, according to recent data.
Muse-powered devices take center stage
The highlight of the event was Muse Charm, a compact wearable device designed to be attached to keychains, allowing users to interact with their Muse AI assistant without needing to reach for their smartphone. Zuckerberg emphasized that the development team has “packed a lot of technology with this little guy.”
While he stopped short of revealing the price point, Zuckerberg confirmed shipments would begin in December to capture the holiday shopping season. The company is still finalizing hardware components ahead of the launch.
Additionally, Zuckerberg announced that Muse integration is coming to Meta’s entire smartglasses collection. Users will be able to activate the agent using a voice trigger for completely hands-free operation, which he demonstrated live by instructing Muse to schedule a meeting with CTO Andrew Bosworth.
The live demonstration executed flawlessly. With Muse already claiming the top position on Apple’s App Store, embedding it directly into wearable glasses could accelerate its adoption significantly.
Virtual reality headset quietly announced
Meta unveiled a fresh VR headset carrying a $1,299 price tag, with availability expected in spring 2027. This represents the company’s first new VR hardware since the Quest 3S debuted at $299 in 2024.
The design relies on a separate puck containing the Qualcomm chipset and power supply, reducing the weight on the user’s head. Built-in eye tracking and hand gesture recognition minimize reliance on traditional handheld controllers.
Zuckerberg characterized the experience as providing “the same magical feeling of presence and immersion” users expect from Quest devices, just in a more compact package. Conspicuously missing from this year’s presentation was extensive discussion of the metaverseāthe very concept that prompted the company’s corporate rebranding.
“We made the decision to focus a little bit less on the metaverse for now,” Zuckerberg acknowledged, making an exception only for the newly announced VR headset.
Alongside the flagship announcements, Meta revealed numerous incremental updates. A camera-less, audio-focused version of its smartglasses is now shipping for consumers concerned about the privacy implications of previous camera-equipped models.
The company also launched an updated Ray-Ban Meta smartglasses line, featuring a special edition collaboration with Lisa from Blackpink. Meta Ray-Ban Display glasses will soon support holographic video conferencing, projecting a lifelike digital representation of the wearer’s face during calls.
Muse’s functionality is expanding beyond traditional text-based interactions. An upcoming voice interface will enable users to speak naturally to the agent and receive immediate assistance with various tasks.
On the commerce front, Meta announced integration partnerships allowing Muse to work within Walmart, Sephora, Best Buy, and Gap platforms. However, not all major retailers have embraced the technology. Over the weekend, Amazon disabled Muse’s ability to complete transactions on its platform, citing lack of proper authorization.
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