Meta Launches Camera-Free Ray-Ban Audio Glasses and Muse Charm AI Device on September 24

Meta unveiled two new hardware products on Wednesday at its Connect conference. Ray-Ban Meta Audio, priced at £269, removes the camera that sparked privacy concerns since 2023, keeping only audio functions. Separately, Muse Charm, a keychain-sized AI device, launches in December. Meta shares jumped 4.1% to £471 on the announcements, with Meyka grading the stock B+ and forecasting £470 yearly.

Why Meta ditched the camera

Meta’s original Ray-Ban smart glasses, launched in 2023 with a built-in camera, faced fierce backlash. Reports documented the devices being used to film women and girls without consent. UK venues including JD Wetherspoon pubs, major theatres, Comic-Con, and Faslane naval base banned them. The company denied rushing the camera-free version in response to anger, claiming two years of development. Meta says Ray-Ban Meta Audio offers lighter weight and longer battery life than camera models.

Ray-Ban Meta Audio specs and price

Ray-Ban Meta Audio costs £269 in the UK, matching the $349 US price. The glasses retain audio features: phone calls, music playback with sound routed directly to the ear, and voice control. They drop the camera entirely, addressing privacy concerns that led to the “pervert glasses” label. Meta also released Ray-Ban Meta Gen 3 with a 12-megapixel camera at £275 ($449) and announced a new Meta VR headset at £795 ($1,299.99) with 5K display launching spring 2027.

Muse Charm AI keychain device launches December

Meta revealed Muse Charm, a keychain-sized AI device roughly the size of an Apple Watch, shipping December 2026. The device lets users speak to Meta’s Muse AI agent to book appointments, write emails, and make purchases. CEO Mark Zuckerberg demonstrated the device on stage, with an AI named Agrippa helping design its semi-translucent shell. Muse launched in early September and has drawn millions of downloads, rivalling ChatGPT’s 2022 debut.

What this means for investors

Meta’s shift from metaverse to AI hardware and personal superintelligence reflects a strategic reset. Muse partnerships with Shopify, Walmart, Best Buy, and travel sites like Expedia signal revenue potential. Meyka grades Meta B+ with a 12-month forecast of £470, while 22 analysts rate Buy versus 9 Hold. The stock trades at a PE of 28.0, above its 50-day average of £374. RSI at 77.2 signals overbought conditions, suggesting caution near current levels.

Final Thoughts

Meta’s camera-free glasses and AI keychain represent a pivot from social networks toward hardware and AI agents. With Muse gaining traction and Meyka’s B+ grade supporting the strategy, investors should monitor December Charm sales and Q4 earnings on October 28 for proof of execution.

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