Search “Meta”

Meta launches personal AI agent Muse

On September 9, 2026, Meta released the personal AI agent Muse, powered by the Muse Spark model. It can be used for conversations in the Muse app or on WhatsApp, and can carry out tasks such as sending emails, booking itineraries, filling out forms, and negotiating prices, and it comes back to confirm when approval is needed. Muse runs on a dedicated cloud virtual machine, Muse Secure VM, with an independent Sentinel agent governing its networking behavior. Users can choose which apps to connect and the scope of authorization, and can ask it to forget specific information. The product has launched in the United States on iOS, Android, and muse.ai, and will soon arrive on AI glasses; most features are free, with a subscription plan also offered. Subsequently, on September 11, David Singleton said the personal avatar feature was the first feature he fell in love with; on September 18, Tarek Sheasha shared a user's experience and invited users to edit the Muse feed prompt; on September 23, Alex Cornell looked back at the "status" status pill in Muse's earliest design drafts and its design philosophy; on September 28, in response to a user's claim that Muse disclosed a buyer's home address to a Facebook Marketplace seller, David Singleton said he had replied to the person on Threads and sent a direct message, and was willing to assist with the investigation.

Meta releases Meta VR Glasses, going on sale in spring 2027

On September 23, 2026, Meta released Meta VR Glasses. According to Meta Newsroom, the device weighs about 100 grams, five times lighter than Meta Quest 3, and adopts a two-part design consisting of glasses plus an external puck, with the puck handling computing power, battery, and storage. The device features a 5K Infinite Display with micro-OLED panels, 37 PPD, supports Dolby Vision and Dolby Atmos, and is powered by a Qualcomm Snapdragon Reality Elite processor; the puck's battery supports about three hours of high-resolution media playback and 45W fast charging. The Meta AI agent has been integrated into the operating system and can be operated via voice, eye movement, and gestures, without the need for controllers. The product will go on sale in spring 2027 at a price of $1,299.99. There are currently no subsequent developments.

English translation is being prepared.

English translation is being prepared.

English translation is being prepared.

English translation is being prepared.

English translation is being prepared.

View story:English translation is being prepared.

English translation is being prepared.

View story:English translation is being prepared.

Li Wei suggests AI financing may face a Minsky moment

In a November 3, 2026 article in Yicai, Cheung Kong Graduate School of Business professor Li Wei analyzed the financing risks of AI infrastructure and suggested that AI financing may face a Minsky moment. Citing Anthropic's "Polaris Project" as an example, the article said it finalized a syndicated loan of about $42 billion and subordinated debt of about $18 billion, backed by Broadcom's guarantee and with Blackstone contributing half of the funding; it also cited Meta's Hyperion data center as an example, saying that through an SPV it moved $27 billion of debt off its balance sheet, with a debt-to-asset ratio of about 90%, higher than Meta's own ratio of about 43%. The article held that the evidence is insufficient to assert that a Minsky moment is imminent, but noted that signs such as rising issuance of junk-rated data center bonds and falling prices of some bonds deserve attention.

Rohan Paul says Anthropic's revenue curve will become legendary

On October 28, 2026, Rohan Paul offered the judgment that Anthropic's revenue curve will become legendary. Citing a Bloomberg chart, he said that Anthropic's revenue in the first half of 2026 was nearly 400 times its full-year 2023 revenue, and that no other company in the chart comes close to that multiple; Nvidia, the second-fastest grower, remained below 50 times throughout its first three years after going public, while Alphabet, Meta, Microsoft and SpaceX essentially stayed near the 1x baseline. The same material also states that Anthropic's full-year 2025 revenue was about 100 times that of 2023, so its revenue in just six months of 2026 was about 4 times its full-year 2025 revenue. At present, this judgment appears only in this single source, Rohan Paul, and there have been no subsequent developments.

Goldman Sachs' Hatzius says growth in AI data center investment will peak

Goldman Sachs Chief Economist Jan Hatzius said that the growth in AI investment by hyperscale data centers is expected to peak in the coming weeks, and its year-on-year change as a share of U.S. GDP is expected to peak in the fourth quarter of 2026 at about 1.5%. Related reports mentioned that Amazon, Microsoft, Alphabet, Meta, Oracle and SpaceX are expected to spend about $725 billion to $800 billion on AI infrastructure capital expenditure this year, an increase of 64% over 2025. Goldman Sachs also provided scenario forecasts: under the optimistic scenario, AI-related stocks rise 55% and the broad market rises 30%; under the pessimistic scenario, the broad market falls 20%; if the data center investment boom ends, the level of U.S. GDP could decline by about 2 percentage points. There are currently no subsequent developments.

Apollo Chief Economist Torsten Slok: No AI Financial Returns Seen Yet Outside US Tech Industry

On October 24, 2026, Apollo Chief Economist Torsten Slok put forward a judgment in the "Daily Spark" column: AI has not yet brought financial returns outside the US tech industry. He pointed out that, after adjusting for inflation, revenue per employee at the seven tech giants—Nvidia, Tesla, Amazon, Microsoft, Alphabet, Apple, and Meta—is rising, while both revenue per employee and profit margins at the other 493 companies in the S&P 500 have remained flat, and there is no sign of AI driving productivity growth. Slok also said that mainstream enterprises have begun to cut back on AI spending, treating token consumption as a cost that drags down profit margins rather than a source of growth; he believes the ultimate direction of the AI narrative will be decided by the S&P 493. Subsequent reports repeated the above views and mentioned that Goldman Sachs economist Jan Hatzius holds the opposite view. There are currently no new developments.

Nomura strategist says market is rapidly repricing left-tail risk

Nomura cross-asset strategist Charlie McElligott proposed the judgment that the market is rapidly repricing left-tail risk, with the driving force shifting from the inflation narrative to a systemic revaluation of AI-driven growth prospects, and with long-duration Treasury positions once again serving as a hedge for equity portfolios. His report noted that overnight the 10-year Treasury yield plunged more than 15 basis points in a single day, at one point falling below 5.00%, the Nasdaq fell 2.60%, and the Philadelphia Semiconductor Index fell 6.72%; he attributed the root cause of the selloff to a rethink of the AI trajectory, and mentioned that Anthropic's annualized recurring revenue data disappointed the market, that Gartner warned more than 80% of emerging cloud service providers face bankruptcy, and that Meta's CDS spread widened from 80 basis points on July 29 to 120 basis points on October 22. An October 24 report further stated that McElligott pointed out that hyperscale cloud providers' AI capital expenditure is caught in a dilemma: continuing to accelerate would put pressure on free cash flow, while a substantial slowdown would mean that AI demand and earnings expectations have failed; in the most violent single-day selloff of the past week, 47 of the 124 US equity long-short pairs monitored by Nomura moved more than 3 standard deviations, and 6 moved more than 5 standard deviations, while over the past two weeks CTA trend strategies have closed out about $68 billion in Treasury futures shorts and $38 billion in short-term interest rate futures shorts.

English translation is being prepared.

English translation is being prepared.

English translation is being prepared.

English translation is being prepared.