$META Yesterday, at this Connect event, what I cared about most wasn’t actually the new glasses.
It’s that Meta really put Muse into the glasses.
After Muse launched on September 8, in just 12 days the download count already reached 2.8 million, and Meta’s stock price also rose by more than 20%.
Now it’s pushing further into glasses—from phones and WhatsApp.
This logic I really buy.
Because if Muse ultimately were just a chat bot, it wouldn’t be much different from all the AI assistants out there right now.
But it can already help you send emails, book appointments, and make payments—next, wearing glasses means you can use it directly too. That’s when it starts moving toward a true personal Agent.
And it wasn’t just that the stock didn’t react until news came out; after Muse launched, the market really voted with money.
So for this one, I’m still on the long side.
I’m not betting on how many glasses they can sell—I’m betting that if Muse keeps rolling into Meta’s own entrance of several tens of billions of users, the room for imagination ahead hasn’t finished unfolding yet.
#AIStocksWhatNext活动
$META
It’s that Meta really put Muse into the glasses.
After Muse launched on September 8, in just 12 days the download count already reached 2.8 million, and Meta’s stock price also rose by more than 20%.
Now it’s pushing further into glasses—from phones and WhatsApp.
This logic I really buy.
Because if Muse ultimately were just a chat bot, it wouldn’t be much different from all the AI assistants out there right now.
But it can already help you send emails, book appointments, and make payments—next, wearing glasses means you can use it directly too. That’s when it starts moving toward a true personal Agent.
And it wasn’t just that the stock didn’t react until news came out; after Muse launched, the market really voted with money.
So for this one, I’m still on the long side.
I’m not betting on how many glasses they can sell—I’m betting that if Muse keeps rolling into Meta’s own entrance of several tens of billions of users, the room for imagination ahead hasn’t finished unfolding yet.
#AIStocksWhatNext活动
$META
