Meta’s September 23, 2026 Connect keynote drove recent trader sentiment by confirming Muse, the company’s personal AI agent, will reach its Ray-Ban Meta and other AI glasses “in the coming months” with voice activation, visual context from the wearer’s camera, and hands-free actions such as shopping lookups or workout guidance. The announcement positioned Muse as the unifying software layer across new hardware, including October camera-free audio glasses at $349 and third-generation models already shipping, while noting no fixed release date or paid tier details. Competitive pressure from OpenAI and Google agents, plus Amazon’s recent block on Muse shopping, underscores execution risks around integrations and privacy features. Upcoming catalysts include the December Muse Charm device and spring 2027 VR glasses, both slated to embed the agent more deeply. Market-implied odds reflect trader focus on Meta’s hardware-software bundling timeline amid these verified developments.