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In this episode of The Brainstorm, Sam, Nick, and Brett unpack Meta Connect, where Muse quietly replaced the metaverse as Zuckerberg’s vision for the company. Nick walks through the hardware spread, from audio-only Ray-Bans with no camera, to a 100 gram virtual reality (VR) headset at $1,300 that outspecs the Vision Pro at a third of the price, to the Muse Charm, a Tamagotchi-style agent device shipping for the holidays. Brett argues the real target was never VR but Apple, and that loosening the smartphone’s grip is worth more to Meta than any single device. Nick counters that the three things people actually do on their phones are untouched by any of it, and that Meta should just build a phone. Plus whether consumer agents arrived a graphical processing unit (GPU) generation too early, and why owning the consumer may be the best dollar Meta can spend and the one Wall Street would hate most.
Key Points From This Episode:
00:00:00 Meta Connect
00:06:43 Smartphone Future
00:13:20 Ecosystem Battle
00:19:33 Agent Economics
00:25:28 Consumer Bet
00:29:23 Starship Update
If you know ARK, you know we focus on long-term innovation. But that doesn’t mean we ignore breaking news. Every day, we debate the latest developments in tech and markets. Now, we’re bringing those conversations to you in “The Brainstorm,” a co-production from ARK, WOLF, and Public. Tune in weekly for our quick takes on what’s shaping innovation right now.
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