SoftBank to Sell Meta's Ray-Ban Gen 3 Glasses in Japan From Sept. 25

Meta CEO Mark Zuckerberg used the Meta Connect event to unveil the Muse Charm, a standalone pocket device built exclusively for voice interaction with the company's new Muse agent, and to showcase a major shift toward what he called Personal Superintelligence. The hardware push also included the Meta VR Glasses, weighing just 100 grams, roughly one-fifth the weight of Meta's Quest 3, priced at $1,299 with 5K micro-OLED displays, tethered puck processing, and native eye and hand tracking. On the smart eyewear front, Meta debuted the third-generation Ray-Ban Meta Gen 3 glasses starting at an entry-level $249, alongside camera-free Ray-Ban Meta Audio glasses designed purely for open-ear listening and AI voice interaction. Meta's Muse has amassed over 3.4 million downloads since its September 8 launch, according to new Sensor Tower data obtained by Yahoo Finance, accumulating 2.8 million downloads in its first two weeks, while ChatGPT, Grok, and Claude received 3.7 million, 400k, and 300k global downloads during the same 14-day post-launch period. Meta has added about $234 billion to its market cap in the past five days, and the stock is up over 40% in the past month.

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.

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.