So ... I went to Meta Connect today expecting to see some cool LLM and AI application demos. And I did see some really good (live) demos. But I also saw the first complete, coherent picture of what an AI-native end-user *platform* looks like. It's been clear for the past two years that generative AI is the next important technology. But the shape of the platform that packages that technology for everybody to use, every day, hasn't quite come into focus. We haven't seen the web browser of the AI era, yet. Today, Meta showed/argued the following: - The Muse AI agent app is "personal super-intelligence." - It's free to use, because eventually Meta will take a tiny piece of every shopping transaction. And our agents are going to buy a lot of stuff for us. - Glasses are the new hardware device form factor. - Voice is the primary interface. - Spatial computing (augmented reality) is here. - The Muse agent is deeply integrated into a new spatial OS. This is "computer use" reimagined from first principles. - Developers can build "connectors" to the Muse agent ecosystem today. And I suspect we'll learn about more developer platform stuff at day 2 of Meta Connect, tomorrow. I attended Meta Connect because there's clearly lots of interesting stuff happening at Meta. The Muse Glimmer and Spark LLMs are quite good. The level of polish and attention to detail in the Muse agent app is something that all of us interested in product design are talking about and dissecting. And in my little corner of the AI world, we were super impressed by the new Muse Spark Transcribe ASR model. But I did not expect to see all these pieces, plus two (or maybe three?) new categories of glasses, stitched together into such a coherent, compelling vision. The glasses: audio-only glasses designed for everyday wear and realtime voice interaction, a huge range of design options, updated camera glasses, and a new version of glasses with built-in display. Plus an entirely new augmented reality glasses form factor that weighs 100g, has hand tracking, and will ship for ~$1,299 next year. The live demo made these glasses look like what I think all of us who are interested in spatial computing were hoping version 3 or 4 of the Apple Vision Pro would evolve into. The tag line for these new glasses is that they are a personal cinema, a computer, and a game console. I actually think this under-sells them. But that's true of how every first-generation transformative product is described. You have to give people analogies to the things they do today, even though once the full ecosystem around a new device gets built out, we don't think of it as a combination of today's x + y + z. The iPhone isn't a phone + camera + mp3 player, even though that's how the original keynote described it. Meta already has content partnerships lined up, of course. (Including sports. There's no such thing as a new platform that doesn't let you watch football, at least in America!) Meta also teased a little keychain-sized "Muse Charm" device, with a microphone and a tiny OLED screen. If you're not wearing your glasses, but you want to talk to your Muse agent, you can pull the charm out of your pocket and interact via voice and by touching the watch-sized screen. Mark Zuckerberg opened the keynote talking about how Meta's north star is believing in people, and building things that empower people. He wore a t-shirt that said "Building is my love language." I've been to a lot of AI keynotes in the past two years. A few of them (Jensen Huang's) have been very, very good. This one was amazing. Not because it had high production values, or wow moments, or showed things that feel like they're an early view of a not-yet-evenly-distributed future. It did have all those things. But mainly, I came away thinking that if Meta is serious about executing on this vision, we'll look back on this keynote as the first time all the pieces of a consumer AI platform came together in one place.