AI Disruption

AI Disruption

Meta's AI glasses: just the start of Zuckerberg's real plan

Meta's Muse AI agent could reshape online shopping and payments. See why META stock investors should watch its transaction push.

Meng Li's avatar
Meng Li
Sep 25, 2026
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What META 0.00%↑ Connect most deserves U.S. stock investors’ attention this time is that Muse is rapidly filling in the ability to “complete tasks for the user.”

Meta has confirmed that Muse will connect to services including Walmart, Best Buy, Sephora, Wayfair, Shop Pay, PayPal, and Instacart, with Expedia coming soon. In work scenarios, it will also connect to tools such as Notion, GitHub, and Box. Muse will also have its own email address and, in the coming months, enter Meta’s AI glasses.

Taken together, these partnerships make Meta’s direction very clear: let Muse take user demand directly, then distribute shopping, payments, travel, email, and work tasks to different service providers.

This will directly affect the most important layer of value on the internet: who controls the first moment a user expresses a need.

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