Meta Unveils Muse Charm and Gemini Can Call for You

0:00Today on the podcast, Meta just held their big connect conference and unveiled a whole bunch of new features for Muse. Also, they've unveiled new hardware, including a little charm that you can hold and some new camera-less glasses, as some people are kind of worried about cameras and concerned that, you know, the privacy and the security side of walking around with a camera. Some people might not like that, so they have a new tool for that. Also, Google Gemini is now going to be able to call businesses and wait on hold for you, which is incredibly useful coming out of Google. 11 Labs has just hit a$600 million ARR, and they are reporting a$22 billion valuation.

0:39They're potentially looking at an IPO in 2028. DeepSeek has just hit an annualized revenue run rate of$1 billion. All of that and more on the podcast today. I wanted to mention, if you ever have wanted to start a business or scale your current business or side hustle using AI, I would love for you to join my AI Hustle School community. This is a place where every single week I break down, I post a video on there every week and I break down how I'm growing and scaling my businesses with AI. And I also break down three different paths for you to take to make money with AI. My goal is for anyone that joins the community to be able to make$10 ,000 in their main business or as a side hustle using AI.

1:18We have three main areas where we kind of help you do that. You can either build an AI tool or SaaS, you can become an AI consultant, or there's a number of different ways where you can create content using AI to generate money. So there's a whole bunch of different strategies that I've tried and my co-host Jamie who runs the community with me. We both are constantly working on things online. If you want to join the community, it's only$19 a month. I'll leave a link in the description. New videos drop every single week and I think there's about 100 videos, courses, templates all inside of the community right now with over 1 ,300 members.

1:51All right and yeah links in the description. Okay let's talk about what Meta just announced today. So this is called Meta's Muse Charm. It has a 5G modem inside of it. So it's always connected. It doesn't need the Wi-Fi. And Zuckerberg just came out and basically unveiled this whole thing at the conference or at their big conference today. I honestly was really impressed with this for a whole bunch of reasons. Number one, I guess my biggest response is like, Apple, where are you? We've had, you know, the Samsung fold tablet phone thing out for like six years or something like that. Apple comes out with theirs and sure, Apple does things good.

2:26And it's, you know, delightful and a nice folding phone, but it's super expensive. I don't know how many people are using it. Meanwhile, we have Facebook who I'm not really ever pegging them as someone that's going to compete with Apple has come out with this device, which if you're watching the video on Apple podcast, because you can now watch videos for the podcast, you'll see that this device is really cool. It's super slick. It looks basically like an Apple watch, like the face of it. And it's just kind of attached to a string, kind of like a Tamagotchi. And it's got all of these little Muse characters inside of it, you push a button on the side, which is a fingerprint scanner.

3:01So it's, you know, listening for your actual fingerprint, meaning if someone stole it, they wouldn't be able to, you know, use tons and tons of compute. I'm not sure if it's going to be free or charged or how this works. But regardless, you got to hit with your fingerprint. And then you can talk to it and ask it any questions. Also, I think the fingerprint's good security because you'll inevitably have this thing tied into lots of your different accounts and lots of information about you will be on there. So it's more personalized. So you wouldn't want someone stealing this for security reasons.

3:26So I think that's phenomenal. This thing looks super slick. And I mean, I'm just looking ahead at the future here. It's pretty obvious to me where meta is going with this. This is going to basically be an interface where you could get away from a phone entirely. I could leave my house if I had this thing on my keychain. That was the idea of it. They said this thing just goes on your keychain. You can leave your house. And if you have a question, you can use it and say, hey, call me an Uber from this address to this place. It could call the Uber theoretically and send it to you. My assumption is this thing's going to connect directly with your Muse on your desktop.

3:57So if you have your computer open at home with your Muse up and you're gone, you probably can hit this thing and say just kind of like how how OpenAI and there's remote access kind of tools built into I think it's dispatch built into Anthropics Cloud. it's I guarantee this thing's gonna get the same features so you're gonna be away you're gonna hit your thumb on this thing start talking to it say hey on my computer I forgot to you know shoot this task off before I left but I just got an email from this person can you go grab the spreadsheet from this drive pop it into my gmail folder it's gonna be able to control your computer remote for you that is so freaking useful to get it for getting tasks done it's about a two inch display they have a brand new operating system that is gonna run on this hardware and it has all of the real time voice avatars all in built into this.

4:42It's an OLED touchscreen. It is, you know, holdable rather than wearable. So it's not going to be a watch or anything like that, or like these pendants, you just just something that you can hold, it can sit on your wrist, they haven't released the pricing details. Zuckerberg in his video that I was watching was saying like, we haven't even finalized like how this whole thing is going to be put together all the components inside of it. But he was showing a demo of it. And he doesn't say that they do have working versions of it, the one that he was holding being one of them, It will have cameras on both the front and the back.

5:09So it's going to be able to capture photos and videos. And I'm assuming like it's just a little two inch screen, but I'm assuming you could probably do like Facebook Messenger video calls on that. And just a little tiny screen front and back. You'll probably be able to take pictures of stuff and ask questions about things. It's going to have a built in microphone. It's going to be it's going to have a USB-C port. It's going to have speakers. It's going to be able to do music and and video. I mean, to so many people, I'm sure they're like, oh, my gosh, why would I want this thing? right area of my phone.

5:37Like, why is why do I need a tiny little screen? To me, that is so cool to have a two inch by two inch little screen that's on my keychain. Honestly, if I could get to a device where I could leave my phone at home and make phone calls off of that thing. I don't know some people are like, well, why don't you just bring your phone? It's basically a phone. Okay, but when you have a two inch by two inch thing, scrolling addiction is gone. So I wonder how meta addresses that because they are the definition of scrolling addiction, all of their different products. But yeah, I think this thing is super cool.

6:02And I'm really excited about it. And of course, like as someone who has traditionally hated meta for all sorts of reasons and doesn't use Facebook and blah, blah, blah, blah. I'm, you know, I got to give them mad props for taking big swings, making cool tech, making new things that other people haven't done before. And I'm just copying everybody else. And yeah, they're really staying at the front. I'm really impressed with what they've done with news and everything else. So at the same meta conference, so I do have to talk about a couple of the things they launched. One of those being that they have added video chat and email to Muse, their agent, is at the top of the app store right now.

6:34I mean, it's going viral on X and everywhere else. It's kind of like the new big tool. And there's a whole bunch of comments that people are making about like what you actually get once you have if you have a Metamuse agent, because now it's gonna be able to do video. There's like, they're basically giving you two vCPUs, which is a slice of 126 core AMD EPYC, you get eight gigs of RAM, you get 100 gigs of persistent disk and you get a Ubuntu 24.0. So this is basically what the virtual machine attached to your Muse gets. So if you have a Muse account, which is free, like that is what it's running on.

7:09You're getting like 100 gigs. And so a lot of people are saying like it's not been priced into the market. What happens when a billion people in the world are getting access to 100 gigs of persistent disk? They're all getting eight gigs of RAM. Like this is a lot of compute, you a lot of money. This is an amazing product, but like it's free right now. So inevitably, they're going to have to charge for it, question mark, or Facebook's just going to use it as like the ultimate data gathering mechanism, see everything you're talking about to target you better with ads, or they'll probably build ads into it.

7:38You know, it's to be determined right now. But obviously, this is a very generous offering from Meta, and a lot of people are signing up for it. I mean, it's a pretty phenomenal tool. A couple other things that have been announced is that right now that Muse so they kind of had like the big conference they announced a bunch of things about Muse they said that is free for users but they might eventually take a cut of transactions which is interesting right so we're seeing like they've done integrations with Shopify with PayPal Amazon blocked them and there seems like they're you know fine we'll just go around to other people and then it has a massive network of like basically every drop shipping company in the world, basically every online e-commerce company in the world, because they're all advertising through Meta.

8:22So I think it's going to, you know, you'll see the ad on Meta, you'll click, it'll go through and they're going to just plug in the whole infrastructure. So they'll take a percentage of transactions that happen on the platform. But if they could really keep it free for users, I mean, that would be a phenomenal value add the same way that they've done that for social media. I mean, that was really the key to getting social media to grow. Maybe this is the key to getting AI to grow. So, you know, OpenAI has done some generous free offerings, but the agents are all paid and they're kind of expensive for a lot of people to pay 100 or 200 bucks a month to get enough compute to do something.

8:53So if you're getting that free from Muse, but they're taking a percentage of transactions, that would be that'd be pretty cool. They have partnerships made with Walmart, Best Buy, Gaps for Instacart and a bunch of other integrations that have been pulled into it. And yeah, they have computer use coming. This is basically my one qualm with Muse that like I couldn't really switch over to it full time from what I'm currently using at OpenAI ChatGPT Work because ChatGPT Work can actually control my computer, control my screen and do stuff for me. It doesn't have true computer use. You can give it access to your files and it can build files for you and save files and do some like download stuff.

9:29But it doesn't have like the same, you know, Google Chrome extension that can control your browser. It has its own browser built in, which is good. And if you go log into your accounts on that browser, then it can control that browser. So there's just a couple little things. But the thing is, Muse comes out with a new feature every day, and they're working on the computer use stuff. So I would say give this thing like 30 to 60 days, and it's going to have a majority of all the features that OpenAI and Anthropic have. They're giving this thing away for free, super generous tiers. I think it's GG for OpenAI and Anthropic.

9:59I'm curious to see, honestly, how this impacts their IPOs. I mean, look at the meta stock price right now. It is skyrocketing. I'm sure there's like so many people listening to this right now. They're like, oh my gosh, this guy is such like a meta shill. Trust me. I have, I've like been the opposite of a meta fan for most of my life, but they came out with an incredible piece of technology and they're being incredibly generous with it. So I'm, I'm on board for it. And, uh, I've become disenchanted with like open AI and Anthropic over the last few months and everything about doom and gloom and stuff.

10:28So I'm happy with the direction that they're going here. Open AI and Anthropic undoubtedly will have a chance to win, win my full hearted support back. So I'm not, you know, and I'm sure Meta has the opportunity to make me mad at it again. So we'll see what happens there. Okay, so we also have the fact that Meta is bringing their Muse agent. And I'm sure you're like, okay, get over the Meta Muse agent thing. So the last thing I'll say on this is that they have smart glasses that are camera free. So they have a camera free pair of Ray-Bans that is going to be dropping. I think that's important.

10:57Meta gets a lot of flack right now. People are calling the Meta glasses like pedo glasses and stuff because they're like, creepy you walk around and you're like filming everyone so you know that's like weird and stuff and i think that that connotation is not going to be great for meta glasses so by building one without a camera on it there you know i think it's like you know are yours the ones with cameras or without cameras it makes it less obvious um they look really sleek and cool still and you still can talk to meta with them and i think at the end of the day meta is like look if the camera is the deal breaker we'll just make one without a camera because we want people using the ai tool it doesn't have to have a camera on it to be super useful.

11:34Yeah, like it could be pretty useful, but it doesn't have to. Craig Weiss on Twitter recently tweeted and said, what blows my mind is how meta is shipping faster than most startups, kind of unheard of for tech incumbents. Muse responded back to him and said, move fast and make things. Of course, meta's old slogan used to be move fast and break things. So now we are moving fast and making things. And so yeah, I think this is the new mantra. I'm all here for what meta's got going on. Google Gemini, obviously not wanting to be left behind has also unveiled the ability to call businesses and to wait on hold with their new pixel, the new pixel 11.

12:11And honestly, I think this is an amazing feature. We know that Muse just added the ability to make phone calls. And there was a couple other tools that also have done this. But I'm super stoked that Google's getting in on this waiting on hold. What a colossal waste of human bandwidth and brainpower, even when I'm on hold for like, you know, the billing department of a hospital or some or, you know, an airline to cancel a flight or something annoying that you just have to be on hold for. Even if I'm working on something else, just having the elevator music blaring in the background, even if I try to make my phone quiet, like it just I am not getting any deep work done.

12:43I promise you while I'm being while I'm waiting on hold. So if I had the ability to just hang up, have it, you know, wait on hold for me, give me a call back, just have that all built in. That's fantastic. I think Apple does some of these features. I swear I've used some of these features on my phone before. Maybe it's the service providers. But in addition, Muse is actually able to call companies and negotiate rates for you, which I think is a whole nother level. Eventually, my AI is going to call the insurance company's AI to negotiate my insurance rates. And we'll just see what happens. Is it a useful use of compute?

13:13I mean, if it saves me money, I'm not complaining. 11 Labs has just hit$600 million in annual recurring revenue. So they're saying they're at about a$22 billion valuation and they're looking to do an IPO in 2028, right around the corner. And you can imagine that that$600 million in annual current revenue will probably grow to at least a billion by the time they do an IPO. The CEO of the company, Maddie, said that the enterprise is 55 % of their revenue and their margins can compress further. He said callers should be told that they're speaking to an agent because a lot of people, a lot of companies, enterprises are using 11 Labs and just having like the 11 Labs agent respond to people.

13:52They have a really low latency offering there that I've seen that's quite impressive. Their CEO is like, hey, look, a lot of call centers should like say that they're an agent because right now a lot of them aren't. And I'm honestly kind of annoyed sometimes, but also I'm kind of interested. I've definitely gotten calls, both cold outreach, which I thought was interesting. So I'm like, what's the profitability on this thing? I mean, I never say yes to cold outreach, but then also call centers and customer support is doing this. And so I think it's an, I mean, it's an interesting take. We've all done the customer support chatbots, which by the way, customer support AI chatbots, I have had a bad experiences with, but be amazing experiences with it really just depends when I'm like, Hey, I had this problem.

14:28You know, your service isn't working. I'd like a refund. If a customer support bot is like, okay, sure. We're issuing you a refund, blah, blah, blah. This is how it works. Okay. It's done. Sweet. I didn't have to wait on hold. I didn't have to argue with somebody. I just, it just did it. And it issued the refund for me. If that's the case, I'm all on board when it's, you know, and there's other cases where like, they'll try to kick you over to a person before they issue the refund and really make sure and maybe there's some sort of safeguards in there. So either way, I think this is amazing. Klarna is running their first line phone support for 35 million US customers on 11 labs.

14:58Dutch Telecom, Cisco and Adobe are all customers as well. So I mean, this is something that's growing a lot. In Poland, 11 labs powered agents call patients to cut an 18 percent no show rate in public health care appointments. That is a no brainer to me. I mean, you just got to call people ahead of an appointment to be like, hey, just reminding you of your appointment. Dentists do it. Doctors do it. And I think, why would you need any human to call and remind you and pester you? I mean, you just want to make sure you speak to a human. They remember their appointment. And AI is most certainly capable of doing that.

15:30And I think that's a great use of the power of AI. DeepSeek is not to be outdone. They've actually hit$1 billion in annualized revenue run rate. Apparently, you know, this is the big company that has shocked a lot of the US markets in January. They came out with some incredible tools. And now it seems like they are growing more than ever. It's not really the big tool I hear talked about a lot in the United States. It is a tool that like on my AI box.ai website, right? We have like 90 different AI models for$9 a month. You can just use all of them. If you want to test them out, compare them side by side, all that kind of stuff.

16:06So this is one of the models we do have there. I'm surprised by how many people use it. But also, it's really not like one of the top models. You have like opening eye anthropic gemini maybe grok and deep seek is kind of down the list there and maybe though it is like ahead of like mistral and some of those other players so it's big but i don't think it's like huge it's interesting i think it's probably really big in china they said that they are continuing to release open weight models through 2025 and 2026 so for the rest of this year and they're monetizing with their api access and enterprise deployments in china so china is kind of their big market.

16:40What was interesting is that in January of last year, I think the R1 that they released wiped about a trillion dollars in market value off of US tech stocks in a single session. NVIDIA lost about$600 billion in market cap in a day. I think it actually sort of ended up being like fake news though, because the concept there was like, hey, we made this model. We did it with like barely any GPUs or training resources. And then later afterwards, we found out, this is in 2025, we found out that like, well, maybe they did have GPUs. They just smuggled them in and, oh, well, maybe, you know, they did.

17:13It wasn't quite as efficient as we thought it was. They didn't do it as cheap as we thought it was. And then of course, NVIDIA kind of rallied. And so that most of that loss, you know, all got completely wiped out. So we've recovered and the stock market's booming and everything's booming again after post all of that. Guys, thank you so much for tuning into the podcast. Remember, if you want to join the AI Hustle school community and learn how to make money with AI or grow and scale your current business using AI, I'd love for you to go check out the AI Hustle school community. We have over 1300 members.

17:44It is an amazing place. So many people sharing incredible perspectives, so many impressive things being built, and I would love for you to join. It's only$19 a month, so I'll leave a link in the description for this episode. I will catch you guys all in the next episode.