(Preview) Three Weeks of Meta Momentum, The Ultimate Muse Upside, A King Kong vs. Godzilla Aggregator War
Ben and Andrew begin with the Meta Connect keynote and a simple question: is this the first time since 2021 that Meta has been cool? From there, new VR glasses, the Muse Charm, a basketball analogy for Meta Connect in 2026, and the infrastructure and talent investments that have helped Muse resonate over the past few weeks. Then: An emailer shares his Muse epiphany, a potential secondary effect of agents saving users money, why Muse is not sharing user data with Meta, and the ultimate “aggregator of aggregators” upside. Then: Extended thoughts on the Muse vs. Amazon tensions, why Meta’s Walmart deal was potentially crucial, and Amazon’s moat in logistics (and returns) that may prove durable in the agents era. At the end: A CarPlay victory lap, and a round of AI Show and Tell with a wedding planner, a SunOS coder, and a fantasy football league.
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@Stratechery Channel — YouTube
Meta Debuts Dedicated ‘Charm’ Device for Using Muse AI — Bloomberg
Meta Launches Lightweight $1,299 VR Headset That Looks Like Glasses — Bloomberg
Amazon Blocks Muse, Amazon’s Moat, Aggregator v Aggregator — Stratechery Update
More on Muse, Amazon, and Walmart; Muse and Expedia; Whither Google? — Stratechery Update
Amazon and Shopify, Shopify and Its Merchants, The Payments Question — Stratechery Update
An Interview with Meta CEO Mark Zuckerberg About AI and the Evolution of Social Media — Stratechery Interview
Ben on AI’s Problem Marketing Consumer AI — X: @TBPN
Ben’s Full Interview on TBPN — X: @TBPN
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