META EvercoreISI analyst Mark Mahaney: "Collectively, we believe these announcements signal a strategic shift as Meta is placing agentic AI, wearable computing, commerce integrations, and privacy infrastructure at the core of its next computing platform, while taking a more selective approach to traditional Metaverse and VR products. Muse over Metaverse is a good thing for META investors. What was missing in Zuckerberg's keynote was any specific update on Muse adoption (tho perhaps i
META EvercoreISI analyst Mark Mahaney: "Collectively, we believe these announcements signal a strategic shift as Meta is placing agentic AI, wearable computing, commerce integrations, and privacy infrastructure at the core of its next computing platform, while taking a more selective approach to traditional Metaverse a