Meta Connect Reactions, Zuck's Beer Pong Controversy, New Bentley EV | Shalev Lifshitz & Romi Lifshitz, Leif Abraham, Diogo Almeida, Hooman Reza Nezhad, Jordan Nanos, Erika Alden DeBenedictis

Meta's Muse succeeds via owned compute, distribution, and ad monetization rather than frontier model quality — a structural advantage rivals lack.

• Meta's Muse strategy clicks: Hosts argue Meta's compute scale, distribution across its app family, 'good enough' near-frontier intelligence, and existing ad business model combine to make its personal-agent Muse viable even without frontier benchmarks.
• New VR glasses launch: Meta unveiled $1,300 VR glasses (about half the Apple Vision Pro's price, ~100g), a puck-based battery/compute pack with USB-C DisplayPort for zero-latency streaming, and a tabletop virtual keyboard; ships spring 2027.

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