Meta nears record high as Muse rollout strengthens AI monetization push

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Meta Muse AI monetization

Highlights

Meta shares climb about 4% to $773 as new Muse hardware, including lower-priced VR glasses and FDA-cleared smart glasses, drive momentum toward its $790 record.
Meta launches competitive Muse device pricing, offers $20/month and $100 subscription plans, and adds Walmart, Best Buy and Gap Inc partnerships to boost adoption and diversify revenue beyond $254 billion advertising reliance.
Zuckerberg emphasizes privacy with secure VM tech for Muse, aiming to address trust as Meta seeks durable AI revenue from autonomous agent tasks and transaction fees.

Muse devices, pricing and partnerships drive expansion

As reported by CNBC, Chief Executive Mark Zuckerberg used Meta Connect to position Muse at the center of Meta’s next phase, combining hardware, software and commerce integrations as the company tries to build its own AI ecosystem rather than rely on third-party platforms.

Meta shares rise about 4% on Thursday to roughly $773, extending a rebound from below $600 a month ago and bringing the stock closer to its $790 record close from August 2025. The company expands its smart glasses lineup with new styles, adds a camera-free option aimed at easing privacy concerns and says some models include a Food and Drug Administration-cleared over-the-counter hearing aid feature.

Meta also introduces new virtual reality glasses with a starting price of $1,299, well below Apple Vision Pro’s $3,699 entry point. Some new smart glasses are available now and others ship next month, while the VR glasses are planned for release in spring 2027. Zuckerberg also says the Muse Charm keychain device remains in testing but is expected by year-end.

The hardware push is tied to broader Muse functionality through connectors that let the agent complete more tasks autonomously. Meta adds Walmart, Best Buy and Gap Inc as partners, building on earlier tie-ups with Shopify and Expedia, while analysts at Morgan Stanley and JPMorgan say broader connector coverage could support rising usage, shopping activity and subscription adoption.

Privacy and revenue model shape next growth phase

Meta’s strategy also depends on pricing Muse and its devices to accelerate adoption rather than maximize hardware margins. The company offers a free tier with substantial model access, alongside a $20-a-month power plan and a $100 maximum plan, while using competitive device pricing and 0% financing through Affirm to widen access.

Zuckerberg says the long-term goal is to monetize Muse through subscriptions for heavy users and by taking a fee on transactions completed through the agent. That approach would gradually diversify a business that still relies overwhelmingly on advertising, which accounts for almost all of Meta’s projected $254 billion in revenue this year, according to FactSet.

The main obstacle remains trust. Zuckerberg places heavy emphasis on secure virtual machines, confidential VMs and private processing features for smart glasses, arguing those measures give users more control and reduce Meta’s server-side access to personal data. That matters because Muse is designed to handle sensitive consumer information and connect with outside services, making privacy central to whether Meta can turn early product momentum into durable AI revenue.

Our earlier coverage of Lovable’s revenue surge described how the AI coding platform pushed deeper into enterprise adoption, surpassing a $600 million annualized run rate and reaching broad usage across large corporations. We also noted that investor demand has followed this traction, with Lovable raising $700 million in rapid succession as it positions itself to turn high usage into durable, recurring revenue.

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