Hey Cowboys,
Happy Monday! Hope you had a great weekend. We’re breaking down some hot news today.
Today’s lineup 👇 and stories.
Email Retention, Beverage, Talent & Winning Trends
Chris Orzechowski - Owner, Orzy Media
Jackson Bouza - Founder, State Lab
Leandro Cabrini - Founder, Proppel
Quentin Renevier - CMO, Trendtrack
Muse & Muse Charm Get Agentic Checkout
Meta just turned Muse from a chatty feed mascot into a shopping agent real-time voice, glasses, Mac computer use, and plugged Shop Pay in as a wallet. Tobi Lutke says agentic checkout is coming to every Shopify store, which is the DTC headline under the cute branding.
Muse is free and already eating Instagram: “Style Scout" units are taking roughly half the above-the-fold real estate brands usually buy.
Charm is the pocket/lanyard gadget (the “pendant”) so you can talk to Muse without a phone; holiday/December ship target, price still TBD.
Retail rails are live or loading: Walmart, Sephora, Ulta, Wayfair, Gap, PayPal, and Shop Pay agent plus distribution, not a demo.
Meta is selling AI as a free personal shopper, then wiring checkout underneath. The brands that freak out about Charm will miss the real move: Muse is already sitting on the fold above your ads.
Top Stories: Meta’s $1,300 VR Glasses, FDA Hearing on Meta Glasses, Zuck vs Dario
Meta unveiled glasses-form VR with compute in a tethered puck about 100 g on your face, roughly 5× lighter than Quest 3. It costs $1,299.99 and lands in Spring 2027.
5K micro-OLED “Infinite Display”
No controllers in the box (Quest ones pair)
Personal cinema / multi-screen desk, not daily AI glasses
Meta Glasses + FDA Hearing
Ray-Ban Meta / Meta Glasses got the always-on upgrade: Gen 3 hardware, fashion collabs, 100+ styles by year-end plus FDA-cleared hearing enhancement for mild-to-moderate loss. Same face computer, new medical-adjacent SKU.
Hearing: $149.99 (HSA/FSA) or with Meta One, US, later this year
First camera-free audio glasses (all-day battery)
Lisa collab + Kylie colorway sold like sunglasses, not gadgets
How to Sell AI: Zuck vs Dario
One meme, two sales pitches: Zuck’s fluffy Muse clutching a Birkin-like bag vs Dario’s T-1000 kitchen horror. The same “AI” word opposite packaging for the masses.
Cute shopper vs existential risk
Connect week is live proof of the left panel
Feed real estate goes to whichever story feels like a friend
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Postscript - Make more money from every SMS message.
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Northbeam - Measure the “unmeasurable,” make your marketing profitable.
Rokt Aftersell - More profit from the orders you’re already getting.
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Slash - A better business banking platform.
Trendtrack - Track competitors' winning marketing strategies daily.
Tie - The internet’s #1 shopper ID platform.
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See you on the stream,
Ecomm Cowboy Team