Meta Unveils Muse Charm Device and AI Glasses at Connect Event

JPMorgan analyst Doug Anmuth sees Meta Platforms' eclectic new AI hardware lineup as part of a much larger AI platform that could address a market worth tens of trillions of dollars. Meta plans to offer more than 100 glasses across Ray-Ban, Oakley and Meta by year-end, targeting the more than 2 billion people who already wear glasses, and has shifted Reality Labs toward wearables designed around Muse and personal superintelligence. The lineup spans a hearing-enhancement feature in the U.S., the Muse Charm keychain device Zuckerberg called a "joyful little device" that is expected to ship in December, and Meta VR Glasses, described as a "private cinema" at roughly 100 grams and expected in spring 2027 for $1,299. Anmuth says Muse is already reaching millions of people and could eventually become a personal agent for billions, with JPMorgan expecting Meta to eventually monetize transactions between users, businesses and AI agents through fees or commissions. Direct Muse monetization remains limited today, and the bigger test for investors is whether Meta can turn the collection of products into a single AI ecosystem capable of expanding the company beyond advertising.

SoftBank Corp. will begin selling Meta's latest AI-powered smart glasses, Ray-Ban Meta (Gen 3), in Japan on September 25, coinciding with the product's global launch. The carrier is also expanding its Meta Glasses lineup to include Meta Glasses by LISA. SoftBank has been building out its AI glasses offerings, becoming the first mobile network operator in Japan to begin selling Ray-Ban Meta (Gen 2) in June, and adding Meta glasses in August of the same year.

Meta has launched a secretive, keychain-sized AI device with a camera and microphone, shipping months ahead of OpenAI's rumored rival. The device, called the Muse Charm, was revealed a day after the meteoric rise of Meta's Muse, according to host Ejaaz Ahamadeen, who broke down the news from Qualcomm's Snapdragon Summit in Hawaii. The announcement came alongside the biggest stories of the week from Meta Connect and beyond. No pricing, release date, or sales figures were disclosed.