Meta Connect 2026, OpenAI’s Australia ‘Incident,’ Bentley’s New EV | Diet TBPN

Meta's MetaConnect signaled its AI strategy has cohered around distribution and "good enough" intelligence rather than frontier benchmarks, with stock up 38% in a month.

• Meta's coherent pitch: MetaConnect tied WhatsApp-grade secure compute, cross-app distribution (half a billion Threads users), "good enough" near-frontier intelligence, and ad-model alignment into a single Muse agent narrative.
• VR glasses reset expectations: Meta's new $1,300 VR glasses (100 grams, offloaded compute puck) are half the price of Apple Vision Pro, pitched as cinema/workstation/gaming console, launching spring 2027.

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