Meta's September 23 Connect announcement that its personal AI agent Muse will reach AI glasses "in the coming months" for hands-free activation and visual context awareness serves as the main driver of current trader sentiment. The rollout follows Muse's early September launch and Muse Spark 1.3 release, with planned features including acting on seen items like products or lists and expanded connectors for shopping and productivity. New Ray-Ban Meta models shipping in October and the Muse Charm targeted for December provide near-term hardware surfaces, yet the lack of a firm integration date or supported models keeps resolution timelines uncertain. Competitive pressure from Gemini-powered wearables and Meta's broader Reality Labs push toward agentic hardware add context, though product delays common in AI deployments could still shift outcomes.