Hard Fork AI Meta's AI Surge: Smart Glasses & Billions
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Jan 29, 2026 A deep dive into Meta's sweeping AI rebuild, massive infrastructure bets, and timeline for new models. Discussion of AI-driven commerce and how agentic shopping could reshape online buying. Exploration of Meta's push into AI smart glasses, partnerships with Ray-Ban and Oakley, and why glasses might outcompete phones and VR.
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Meta's AI Reset Is Immediate
- Mark Zuckerberg says Meta rebuilt its AI foundation and will ship new models and products within months.
- Jaeden Schafer highlights this as a major company reset signaling a steady push in 2026.
Commerce Is Meta's Near-Term AI Bet
- Meta is prioritizing AI-driven commerce and agentic shopping tools tied to business catalogs.
- Jaeden argues Meta's advantage is the depth of user context from Facebook and Instagram data.
Manus Acquisition Enables Agents
- Meta acquired Manus to integrate general-purpose agents across products, likely to bolster commerce.
- Jaeden sees the purchase as strategic for agent-driven transactions and personalization.