Meta's Commerce Stack | Muse, Smart Glasses & Monetisation of AI Beyond Advertising
Connect 2026 turned Meta's wearables line into a checkout counter. The platform contest is no longer about who owns the operating system. It is about who owns the agent holding the wallet.
The smartphone era made Apple and Google toll collectors on digital commerce. Meta spent a decade paying that toll and has now built every piece needed to route around it: an agent people use, merchants that accept it, rails that settle it, and endpoints it owns, sold through the world's dominant eyewear house. The fee is small and the risks are real. But the strategic shift is clear. The next platform war will be decided less by whose model is smartest than by whose agent is standing at the till when the customer says yes.
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