Meta: Muse Makes Progress, but Amazon and the Web Limit Its Growth

Key Takeaways

1Muse relies on iOS, Android, and web access, with blocks already observed on Amazon and Goodreads

2The integration of Muse into glasses is expected in the coming weeks, but its effectiveness remains to be proven

3New Meta VR glasses are anticipated for spring 2027, priced at around $1,300 and weighing 100 grams

4Muse is already being used for concrete tasks on mobile and integrates with major Meta applications

Why it matters : The evolution of Muse illustrates both the potential of AI agents for everyday use and the limitations imposed by platforms and websites, which could hinder its development as a new computing platform.

Meta is rolling out Muse in its applications and plans to launch it on glasses in the coming weeks. Meanwhile, new VR glasses are expected to arrive in spring 2027, priced at around $1,300 and weighing 100 grams. However, the agent remains dependent on iOS and Android, and some sites, including Amazon, are already closing their doors, which limits its potential usefulness.

iOS, Android, and sites like Amazon are already limiting agents

Muse currently operates on iOS and Android. If Apple or Google viewed AI agents as a threat, they could change the rules of their app stores or operating systems, which would restrict Muse's capabilities. Similar cases of restrictions have occurred in the past. The web, originally designed for humans, also poses challenges for agents that navigate or perform transactions on behalf of users. If certain sites refuse these interactions, the utility of these agents significantly decreases. Signs of blocking are already evident: Amazon has prevented Muse from making purchases on its platform, and services like Goodreads are not accessible. The effectiveness of agents depends on their internet access; a widespread refusal of the web would pose problems for all AI agents, not just Muse.

Muse operates on the phone and is coming to glasses

Muse is already available on phones and performs actions at the request of users. The integration of Muse into glasses is presented as a significant advancement: it would allow users to request tasks while walking, cooking, or driving, without having to touch their smartphones. This feature is not yet available, but Meta plans to launch it in the coming weeks. Its actual effectiveness remains to be demonstrated, and if it proves convincing, it could represent the first AI glasses feature perceived as genuinely useful rather than just a gadget.

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Partnerships and multi-app integration accelerate Muse's coverage

Meta is deploying Muse across all its connected glasses as well as on WhatsApp, Instagram, Facebook, and Messenger. Collaborations are currently being established to enable Muse to book flight tickets, place grocery orders, purchase items, and access new services. Product development is progressing rapidly, with a roadmap gradually unfolding. The user base of these applications, numbering in the billions each day, provides a distribution advantage for Muse.

What Muse is already accomplishing for users

Concrete uses are being reported: reserving a book at the library, sending an ebook to a Kindle, or managing small tasks that would otherwise require switching between applications. For at least one user, Muse feels more like an assistant than just a simple chatbot, highlighting its utility for repetitive tasks.

Lightweight VR glasses expected in 2027, tested with 3D and Beat Saber

Meta plans to launch new VR glasses in spring 2027, priced at around $1,300 and weighing about 100 grams. A thirty-minute trial allowed users to watch movies in 3D, play Beat Saber, and use three large virtual monitors connected to a laptop. After a few minutes of use, attention to the hardware diminishes, and the experience was deemed very realistic for lightweight glasses. However, this product is not for everyone, particularly due to its price. A comparison was made with Apple's Vision Pro, suggesting that these glasses are more aligned with what the latter could have been.

Emerging platform or useful product: the test of daily use

Muse could become a major platform, but it is still too early to say for certain. Building a platform like the iPhone or Google Search took years of commitment from millions of players. Muse is on a promising trajectory, but the real test will be achieving high daily usage, utilized dozens of times a day without thought. If this threshold is crossed, Muse could be considered a new computing platform, but that is not yet the case. Unlike the metaverse, which required the purchase of an expensive VR headset, Muse addresses existing digital needs, making it more tangible and easier to integrate into daily life according to reported feedback.