(Preview) Three Weeks of Meta Momentum, The Ultimate Muse Upside, A King Kong vs. Godzilla Aggregator War

Ben Thompson argues Meta's Muse assistant, not its hardware, is the breakout product making the whole ecosystem finally cohere.

• Meta Connect nails execution: Ben and Andrew call the 50-minute Wednesday keynote flawless — all demos worked live, unlike Apple's pre-recorded marketing videos.
• Muse as Meta's 'number one': Ben's basketball analogy argues Muse gives Meta a true franchise player, making the VR/AR glasses and AI models finally slot into coherent roles.

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