Meta went all-in on AI agents at Connect this week. CEO Mark Zuckerberg spent most of Wednesday’s keynote detailing expansions for Muse, the company’s two-week-old AI agent platform. The headline: Muse is coming to Meta’s smart glasses and getting its own standalone hardware device.

The Muse Charm looks like a chunky smartwatch without the strap. It’s got a screen, a fingerprint sensor to activate voice commands, and a small camera. Meta showed it off briefly at the end of Zuckerberg’s presentation. The device is meant to be carried around on a lanyard, giving users another way to access their Muse agent when they’re away from their phone or computer.

It’s a curious move. Wearable AI devices haven’t exactly taken off. Humane’s AI Pin flopped. Rabbit’s r1 got panned. But Meta is betting that integration with its existing ecosystem, plus the Muse agent’s growing capabilities, will make the difference.

The more important announcement is Muse coming to Meta’s smart glasses, including the new Ray-Ban Meta Gen 3 and the just-announced Ray-Ban Meta Audio glasses. Users will activate Muse by saying its name and can ask it to handle tasks like guiding workouts, logging meals, or helping shop for products they’re looking at.

Meta also announced a series of upgrades to Muse itself. Agents are getting their own email addresses they can use to accomplish tasks and communicate with users. The Mac app is getting computer use capabilities, similar to what Anthropic announced for Claude. And Meta is adding video chat with Muse agents.

The timing is notable. Meta launched Muse on September 9th. These updates came 14 days later. The company is iterating fast, trying to establish Muse as the default AI agent platform before competitors lock in their own user bases.

The enterprise side is moving faster

While Meta pushes Muse to consumers, enterprise AI agents are already generating real revenue. Ema raised $77 million this week, bringing its total funding to $140 million. The company has more than 50 enterprise customers, including Google and Microsoft.

Ema builds AI agents that handle specific enterprise tasks. The company didn’t disclose its valuation, but the raise signals that investors see real traction in this market. Enterprise software companies are starting to feel the pressure. AI agents can now handle tasks that used to require dedicated software platforms or entire service teams.

The pattern is clear across both consumer and enterprise: AI agents are moving from demos to deployment. Meta is trying to own the consumer side by making Muse available everywhere. Ema and others are carving out the enterprise market by solving specific, expensive problems.

Meta hedges on privacy concerns

Meta also announced camera-free smart glasses this week. The Ray-Ban Meta Audio glasses have no camera, are lighter than the standard Ray-Ban Meta glasses, and get up to 12 hours of battery life.

This is a direct response to the “pervert glasses” problem. People have been using Ray-Ban Meta glasses to record others without consent. Bars have banned them. Privacy advocates have called them surveillance devices. Meta’s answer: glasses that can’t record anything.

The camera-free glasses can still access Muse through voice commands and handle audio-based tasks. Meta is betting that some users want the AI capabilities without the privacy baggage that comes with an always-available camera.

It’s a smart hedge. If privacy concerns kill camera-equipped smart glasses, Meta has an alternative. If they don’t, the company still has its full-featured Ray-Ban Meta line.

What Google is doing

Google DeepMind’s new chief, Koray Kavukcuoglu, told The Information that Gemini 4 is in its refinement stage. The company wants to launch “much earlier” than the end of the year.

Google has been slow on flagship releases compared to OpenAI and Anthropic. Gemini 4 has been “coming soon” for months. If Kavukcuoglu is right, we’ll finally see it in the next few weeks.

The agent race is heating up. Meta is shipping updates every two weeks. Enterprise AI companies are raising huge rounds. Google is trying to catch up on its foundation models. The companies that move fastest, and actually ship products people use, will own this market.