Mark Zuckerberg’s Second Act?
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What’s the big news from Meta’s Connect event and new hardware?
Mark Zuckerberg is back on top of Silicon Valley and Motley Fool Hidden Gems Investing starts down. Welcome to Motley Fool in Gems Investing. I'm Travis Hoyam, joined today by Lou Whiteman and making her triumphant return, Emily Flippin. Emily, welcome back to the show.
Hey, it's great to be here. I'm I'm surprised you asked me back, Travis, but I'm sure I'll be bringing a lot of uh less than popular hot takes.
Emily is so busy. We have we have to book her months in advance. Yeah, yeah. I will step aside if Emily wants to come on. You know that. All right, guys, let's start with Meta's huge week. This has been the talk of the market. And investors are really paying attention. Over the past month, Meta stock is up 33%. That is not usual for a company that is now worth nearly $2 trillion. So this is really moving markets, but I wanted to start with the devices that they talked about. They had Meta Connect this week. We had some more glasses. Those are kind of incremental changes. And then you have this sh new charm that is not out yet, but is gonna come out at least in the next few months. Emily, when you look at Meta's device strategy here, anything get excited to you?
Does does having a Muse agent on your face get you excited as either a user or an investor?
Yeah, I'm gonna probably surprise you by saying yes. I actually do think that for the first time in a while, we're talking about Metaconnect making headlines, and that's because I can see genuine use cases for their hardware for the average person. Now, I'm primed to say this. I think shares of meta were up something like 15% heading into Metaconnect. So there's already some positivity around their AI initiatives, in particular their AI agent Muse. But the thing that got me most excited is just how practical a lot Of their hardware is increasingly becoming. And I'm not talking about the Tamagotchi that's a little kitschy. Um, but I am talking about how realistic their meta glasses have become, especially with their partnership with Ray-Ban.
This time around, they're actually launching glasses that do not have the camera attached. And I would say that this has been the biggest kind of like headline against meta since their move into glasses and hardware has been how creepy is it that somebody is. This is
potentially filming you with their meta glasses on and it made people who are legitimately using metaglasses feel weird, even if they were using them in a perfectly legitimate way. Um so being able to buy a pair of meta glasses without the camera, wear them around, say, in private spaces like in your house or out in public without necessarily drawing attention, that to me is a step in the right direction.
Lou, what do you think? It's it's a step in the right direction. Look, as someone who wears glasses, the idea of not having them take them off and not see when I'm out in public, that that I guess is a selling point for me. I still don't know if I see I I still come back to this, but I I don't think we give the the smartphone enough credit. I still don't know if there really is the normals need a second device. I think the first device is pretty good. So I still don't think this is a big winner. I know why they're doing it. I would want to be off of these ecosystems too. Uh, you know, they're making them slightly less useful, I guess, without the camera, but more practical. And it is, it's it seems like it's it's neat, it's gimmicky, it's gonna be early adapter catnip.
And I don't think two years from now this is gonna really have changed the world at all.
Lou, I I wanna go into what Meta is probably thinking here because one of the themes that we've talked about in the past with Meta and with Mark Zuckerberg in particular is that he would love to own a platform. He literally renamed the company Meta Platforms, even though Meta doesn't actually have any platforms. They have apps, they are an advertising company at their core. But I don't disagree that these are really, really interesting pieces of hardware. But is this enough to become a platform?
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Chapters
8 chapters
1
What’s the big news from Meta’s Connect event and new hardware?
0:02–4:05
2
How could Meta’s Muse AI agent and new glasses change everyday tech use?
4:05–10:37
3
Is Muse a lasting AI platform or just a hype flash?
10:37–15:40
4
Why did Oracle invoke force‑majeure on its data‑center project?
15:40–22:42
5
Which 2026 tech products are likely to deliver the biggest profits?
22:42–28:22
6
Why is Stitch Fix back on the radar despite a recent earnings slump?
28:22–34:01
7
What’s the strategic impact of Royal Caribbean’s $3 B Sandals acquisition?
34:01–37:36
8
Are TPUs in space the next frontier for AI infrastructure?
37:36–37:49