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The most important update from Zuck's Meta Connect keynote that kicks off tonight at 7pm ET has nothing to do with wearables. Investors will be eagerly waiting for him to share any datapoints on Muse's early adoption. For all the buzz that Muse has gotten, pushing shares of $META up 20% over the past two weeks, the company has shared little. Alexandr Wang, Meta's Chief AI Officer, has said usage is running "well ahead of internal projections" and he framed it as the biggest consumer AI launch since ChatGPT, with heavier U.S. download volume than Threads, WhatsApp, and Facebook combined. So tonight will be the first time we hear from Zuckerberg on Muse. Fingers crossed for some juicy data points. If you're curious about the rest of the event, there'll likely be five product announcements. The two that matter are the demo of Muse on smartglasses and the release of Muse Glimmer. I'm going to be looking for evidence that the momentum that Muse is enjoying will transfer to wearables. Second, will Muse Glimmer, the company's on-device model, add anything to the wearables narrative? Lastly, I'm curious to see what Phoenix, the new MR glasses, look like. We're still a long ways away from them being impactful.