Zuckerberg: Glasses Sales Growing Fast; Muse to Lift Paid Subscriptions

The signal here is strategic reallocation rather than product momentum: Meta is tying its hardware story to subscription revenue while openly slowing VR spending to chase superintelligence. That reframes glasses as a consumer-scale distribution channel for paid services, not just a device bet, which matters for anyone tracking how AI monetization reaches retail users. The open question is whether subscription growth attributed to Muse can offset a deliberately slower VR cadence, and how much of the glasses momentum is durable demand versus early-adopter uptake.