META KeyBanc analyst Justin Patterson: "Meta's opening keynote for Meta Connect demonstrated the company's progress across AI and connected devices. While we have been impressed by the Muse assistant launch, we see opportunity to deepen AI engagement through new glasses form factors (both audio only and the new VR glasses at $1,299) and the Muse Charm device (which will be available this audio season). Given Meta is demonstrating the power of weaving AI into devices, we believe more invest

META KeyBanc analyst Justin Patterson: "Meta's opening keynote for Meta Connect demonstrated the company's progress across AI and connected devices. While we have been impressed by the Muse assistant launch, we see opportunity to deepen AI engagement through new glasses form factors (both audio only and the new VR glasses at $1,299) and the Muse Charm device (which will be available this audio season). Given Meta is demonstrating the power of weaving AI into devices, we believe more investors will also reconsider Meta's ability to participate in the hardware TAM [total addressable market], where glasses alone represent a 2 billion user opportunity."