---
title: 'Why I''m Disappointed: The Meta Connect Event.'
source: 'https://youtube.com/watch?v=a82FAFIxiGg'
video_id: 'a82FAFIxiGg'
date: 2026-09-24
duration_sec: 1139
channel: 'Meet Kevin'
---

# Why I'm Disappointed: The Meta Connect Event.

> Source: [Why I'm Disappointed: The Meta Connect Event.](https://youtube.com/watch?v=a82FAFIxiGg)

## Summary

The video provides a critical analysis of Meta's recent MetaConnect event, focusing on the stock market implications and the newly announced Meta Hypernova VR glasses. The creator shares personal insights from using the Apple Vision Pro and Meta's other glasses, offering a skeptical view of the VR headset's practicality while acknowledging incremental updates to the Meta Glasses line.

### Key Points

- **MetaConnect Event Overview** [00:00] — The event was a 'by-the-rumor, sell-the-news' situation for the stock. Meta announced making the platform free with tokens, aiming to monetize later through transaction fees from partners like Expedia and DoorDash.
- **Investor Sentiment** [00:57] — Short-term investors are likely disappointed due to lack of usage statistics and profitability timeline. The creator notes that patient investors are usually more profitable, but short-term traders can profit from hype.
- **Meta Hypernova VR Glasses** [01:39] — The VR glasses are lightweight, about the size of a deck of cards, with a plug-in battery puck. They feature a 5K micro-OLED display, 37 pixels per degree, and up to 3 hours of battery life.
- **USB-C to DisplayPort Support** [03:21] — The glasses support USB-C to DisplayPort, allowing them to be plugged into a laptop for extended desktop use without the battery puck, though this tethers the user to the laptop.
- **Practicality Concerns** [05:06] — The creator doubts the VR glasses' daily use, citing the 'haze' of being inside a computer and the lack of need for multiple desktops when external monitors are cheap.
- **Gaming Potential** [05:25] — The low-latency connection could enable gaming with consoles like Xbox, but the creator feels the initial game lineup is more 'gamey' than revolutionary.
- **Battery and Power** [07:46] — The battery lasts up to 3 hours, but the puck design is a drawback. The device uses less power than the Apple Vision Pro.
- **Meta Display Update Missing** [08:38] — The creator hoped for an update to the Meta Display glasses but was disappointed. They find the current version clunky and laggy, and prefer waiting for V2.
- **Meta Glasses Without Camera** [10:33] — Meta now offers glasses without a camera, enabling sleeker styles and smaller battery packs, but the creator prefers having a camera for capturing moments.
- **Meta Glasses Gen 3** [12:16] — Gen 3 glasses feature six microphones, 3K Ultra HD, 9 hours of battery life, and a 36% smaller camera cutout. The creator sees it as an incremental upgrade over Gen 2.
- **Privacy Concerns** [16:40] — The camera-less option addresses privacy concerns, as people often assume they are being filmed. The creator demonstrates the flashing light indicator.
- **Overall Take** [18:17] — The creator finds the VR glasses overhyped but still wants to buy the stock, hoping for a dip after the event to get a better entry price.

### Conclusion

The MetaConnect event delivered incremental updates rather than revolutionary products, leaving the VR glasses as a niche device and the stock as a long-term play. The creator remains bullish on Meta's strategy but cautious on immediate product adoption.

## Transcript

So the MetaConnect event just happened, and here is my distillation. First, for those of you interested in the stock, yeah, this is probably going to be a by-the-rumor solid news, mostly because Mark Zuck literally opened up with,
we're making it free with a large amount of tokens for everyone, in the hope that we will make money by taking a small fee from a huge amount of transactions in the future. In other words, how many people can you hook onto using this application
on a daily basis, MetaMuse. So that way in the future, you start getting commissions from things like Expedia or DoorDash and ultimately make Meta money. This is very classic MO for Meta. It's get as many users on a platform as you can first
and then monetize it later. That's great for the long term, but in the short term, investors are going to go, huh, that's going to cost us some more money and there's going to be a little bit of a delay for that ROI. Investors are a very impatient bunch.
which usually the most profitable investors are much more patient. But if you're short-term trading, who cares, man? You get in, you get the hype, you get out, and that's it. So, you know, short-term, this isn't really the event for, I think, stock market investors,
especially since we didn't really hear any exciting usage statistics on how Muse is doing, the adoption it's growing even over the last few days, how many tokens we're burning, the cost of it, when we think the first profitability will come.
And we didn't really hear much either in the way on, well, anything at all, frankly, on the Watermelon LLM coming, which is supposed to be competing on a Frontier level. So, you know, some people were left a little bit disappointed on a stock point of view here, but it's not a surprise.
Usually, you can't make everybody happy on these events. My point of view on what was announced. So, I'll kind of work backwards. Let's talk about the big old hype, which is the Meta Hypernova VR glasses.
I want to be clear, these are virtual reality glasses, and of course, anytime we talk about VR glasses, we should always start by talking about the Apple Vision Pro. The Apple Vision Pro, which I still own, and I just recently took it to Orlando, mostly because I knew I was going to be going with kids, and I thought if there was an opportunity while they're distracted on a five-hour plane ride for me to hop into a different virtual reality, then I don't mind escaping for a little bit.
The problem with the glasses, though, is they're essentially yet another carry-on item. They come with a bulky case. They're bulky. They're heavy themselves. They sort of wear down on your head, and that's exactly what Meta went for here.
Meta went for something that is literally not going to weigh down your head. In fact, it is going to weigh about the size of a deck of cards. Now, it does have a plug-in battery port or puck that you'll end up keeping in your pants or your pocket or backpack or whatever it is.
So you can clearly see the branding here. The wait is over. And this is obviously a stab at Apple's device because it is heavy and it isn't practical. But there are actually some lessons that you can take away from being a VR user of the Apple Vision Pro
to know if you're likely to be a user of this meta VR headset. And I think one of the most important takeaways that I heard from the VR headset demonstration
was actually our good old Paul Milwaukee from Andoril suggesting, Hey, wait a minute. This thing actually supports USB-C to DisplayPort? That's freaking awesome.
Okay, that's the battery pack, by the way. So, why is that so awesome? Well, one of the reasons people freak out about a USB-C to DisplayPort is, A, you might not actually have to have the battery puck,
because you could just plug this puppy into your laptop, and have that laptop be charging your glasses, but you're still going to be tethered to your laptop. So, you're not going to be walking away from that laptop very easily, unless you want to keep the puck in your pants, which, that defeats that purpose.
But if you're sitting at your laptop, you want to plug this in, fine. You can have that extended desktop display. I personally found with the Apple Vision Pro that if I'm going to have multiple desktops, it costs like $69 these days to get myself another like 17-inch screen.
I literally have one right there. I paid $69 for that one. I don't always pay $69 for a screen. I mean, the one right here is like $1,400. But it's also a 4-in-1. So, like, the point is, I don't have to wear anything, I can have all the desktops I want,
external displays aren't that expensive. Now, could it be useful for if you're in a public office environment where you're in more of a cubicle setup and you just don like that feeling of people being able to look over your shoulder Yeah absolutely But then keep in mind just like the Apple Vision Pro you are looking into a display that right in front of your face Obviously the idea is that your eyeballs are adjusting as if the display is further away
so it technically shouldn't affect, you know, myopia in your vision. Whatever. You're still looking into a display, and ultimately you kind of feel like that sort of haze of like, wow, I feel like I've been inside a computer for a while.
unfortunately that's likely going to be the case here as well so there's a limit to how much you end up actually using these VR devices when you're sitting down now the plug-in feature though does give a really cool vertical and what it does is it really provides a meta quest style gaming vertical
because you can get low latency connectivity to plugging this into like an xbox or a stream deck or something that's going to let you play some high-resolution games with little latency and wear glasses.
I personally hope that in the future they can come out with games or products that are kind of like what the Nintendo Wii was supposed to be, but actually functional, especially for shooters, right? This would be really cool for gaming.
I just don't think it's there yet. Obviously, you know, their initial game sets that they're releasing, they'll be cool, but I think a little bit more on the gamecy side. the light blockers that come on the side, which aren't actually pictured here,
but Markzock held up at the demo, you can remove those. So the light blockers are removable, and obviously this device is a whole lot lighter than the Apple Vision Pro. I just see the same lack of use that I have for the VR glasses, and I'm a big tech adopter.
I basically just buy everything, and then I'm like, eh, was that really worth it? Meh. So I'm not jumping up and down for this. I get it. 5K display, micro OLED panel, 37 pixel degree, you know, device.
You could get the custom sort of RX lenses in there, which I need when I get things like this. There aren't any head straps, which is nice, because that would always create pressure on either my nose bridge on the Apple Vision Pro or the back of my head.
And over time, just sort of any compression just feels annoying. I mean, honestly, even if you undersize something like the Metaglasses themselves, if you undersize these puppies, which I think these are slightly undersized.
Like, when I put these around my big head, you see it kind of bend out like that? Like, that ends up creating some pressure right here. Even just that little bit of movement right there is enough over a few hours to be like, man, I gotta take this stuff off.
I used to actually wear these a lot when I was flying, so, you know, a pilot in a jet aircraft. And there were times when we're up on autopilot at cruise and I'm like, I just got to take this stuff off.
Which is fine. I mean, there's not much to see when you're up there anyway, which is kind of ironic. But, you know, you're flying with your instrument. But anyway, so what I think is really incredible overall on it is that the battery can last up to three hours.
but again, you've got a puck, so I don't know how valuable that is. But the device is going to use, in my opinion, much less power than the Apple device based on what you're getting here. Of course, they're going to have some partnerships with like Disney+,
Select 3D Movie, streaming partners lined up, ESPN, Tubi, Prime Video, Disney+, Immersive Live Sports, Select College Football Sporting Events this fall are going to be streaming
sort of wider angle views with 3D expanses. Those things are cool. I just usually think of when I watch TV or shows, I generally want to watch them with family anyway, so I wouldn't want to be buried in this.
And I don't really have time to game. When I do game, I also want to game with my kids, not solo. So, for me, this isn't a device that I'm jumping up and down about. I was really hoping for an update to the meta display.
I didn't get the meta display because when I tried it out at Best Buy, I actually found it to be a little clunky and a little bit laggy. just doesn't have that sort of fit and polish that an Apple device has. And I was really hoping that the display,
which is that actual VR, you know, set of glasses that you could take outside. Now, if you took these guys outside, and then you, because you went skiing with them or whatever, and then you dropped them, I think the UV radiation is just going to destroy the microchips that you have in here.
Because these are not see-through glasses. They'll see through the camera from the front, but these are not meant to have, you know, sunshine exposure right into them. whereas your regular meta display glasses could.
Problem again, though, with the meta display glasses is I got to the point where I'm like, do I really want all these notifications popping up right in my face Like it already hard enough So that what made me decide not to end up getting the display glasses as cool as these
are. I am definitely waiting for V2 on those, and I think that's really the upshot. We didn't get that here at this event. That would have been awesome. So I'm sure that'll come in a future event.
I know they're releasing more software for these as well. And I think augmented vision where you can get notifications or information about what you're looking at, I think that's the future. I'm a big fan of that because now I can actually be in a physical space while getting more data.
I personally love my metaglasses for taking pictures or video of my seven children, for example. There's just something that I can't capture holding a phone, where if I hold a child and I hold them up in the air above me and I kind of spin them around, if I'm wearing glasses and I'm videoing them,
I just can't capture that same smile or angle, and I might not get that opportunity ever again because they just go off so fast. So, metaglasses have been a game changer for that, but those are just things that we've talked about before.
so VR, meh and then obviously you're going to have to pay more for the prescription lenses there was no update to the Meta Ray-Ban display what you did end up getting though
was a pitch that you can now get Meta Glasses without the camera which is cool because then you could get the features of the Meta AI specifically Muse now that frankly before Muse
Meta AI was never that great and I never really cared about having the voice assistant but the non-camera glasses now give you the benefit of sleeker styles on, you know, the frames
because you have a smaller battery pack, hundreds of new varieties of styles that they can now create but you still have that voice assistant built in so your muse agent can chat with you. I,
frankly, if I'm going to wear glasses, I want them to have a camera. I've gotten so addicted to the idea of just taking a picture. I think it's awesome and I get so much more documentation especially on trips where, you know, otherwise they'd be like, do I really want to take my phone out right now?
With these, it's like, I don't even think about it. It's like, oh, I'll take a picture of that. Oh, I'll take a picture of that. And I don't even think it's spammy. Like, I look back through my photo albums, and I'm like, oh, this is cool. Like, I got a lot of perspectives I don't think I actually would have taken pictures of if I wasn't wearing glasses.
So, big, big, big, big fan of the Meta camera version. But again, that makes me less excited about this event. Now, they did say Meta V3 is coming out for the camera glasses, which is great. More battery life, six microphones to listen to you and hear you in a better or sort of like more wind tunnel-like scenario,
just because of the location where these are placed, they're able to, I don't know, in a more quality manner, listen to your commands and provide you Dolby Digital audio feedback, which is kind of cool.
or music or sound or playback video clips in that sort of immersive 3D spatial audio. That's pretty cool. So I have to say, I am looking forward to the new releases of those,
and I probably will end up getting one of those. So you can actually see them on the website right now. I didn't actually realize they were even up yet. And this has been sponsored by Meta. I think if it was sponsored by Meta, at this point it would probably be my last ever,
because I think I'm being a little too blunt here. But I think you all will appreciate the bluntness. Gen 2s are the old version, and obviously then you have Gen 1.
Gen 3 just came out, so I don't know if these are actually available for purchase yet. Oh, pick up as early as tomorrow. Oh, that's actually really impressive.
that they actually already are available. Now, obviously, I need to get prescriptions on them, so it'll take a little while, but I might actually get one of these Gen 3s. That's pretty great. Let's compare here. So, 3K Ultra HD.
There's the custom 6 microarray, 9 hours of battery life, more battery. I don't know that you get too terribly much battery, but I suspect you get slightly more. But that's great that this is out now.
Power off to 50% in just 20 minutes. I do believe that, because when I go skiing, I usually just put them in the box to charge while I'm on the lift, and then I put them up, I put them on again when I'm at the top of the run, and usually they make it to the bottom of the run, it just depends, like when
it cold this stuff turns so um yeah you know then you gotta ask yourself you know how many of the glasses do you need lying around I like to keep one in the car and one in my desk just in case I gotta I wanna go out and play with the kids or whatever
throw the glasses on real quick, but then I want one in the car too, or if I'm flying, I'd keep one in the plane, so that way I'd have them ready to go. You always wanna have glasses. Plus, so in comparison, the Gen 2 had five mice, this one has six.
so they really added one extra mic. They also added an assignable action button, which is kind of cool, because previously you had the little touchpad, and then the capture button, and then, like, the little hyperlapse button.
I'm not sure, I don't think that's what they mean when they say that is the Gen 3 meta, the assignable action button, because that's what it was. It's intuitive white-temple touchpad.
Okay, I'll try to read this and understand this a little bit, because this is a little different. Yeah, I think Gen 2 had this as well. See this little button right there? Gen 2 had this configurable action button, so that's actually no different on the Gen 3.
Because you have this button, this sort of capture button, and you have this tiny, tiny little button right here that you can press to do, like, starting a hyperlapse or whatever. So I actually think that's the same.
You've got the same 12 megapixel camera, the same 3K Ultra HD, the same 32 gigabytes of memory or storage in this case. So really, honestly, I'm seeing maybe an extra hour of battery life, nine hours instead of eight, maybe.
And I don't know if that's just based on rounding. An extra microphone. And then you've got the adaptive volume. But so far... Oh, okay, here you go.
36% smaller camera cutout, slimmer profile. Eh, it seems a little bit like a marginal update. Upgrade area, fix mic away, provides clearer voice pickup, better wind reduction.
Now, I mean, I might still give him a shot. I've been thinking about grabbing a third pair just to have another one convenient. for when I'm around my kiddos.
So I'll probably end up getting one, but I will say this feels incremental. I think the software updates that are coming will probably be a bigger deal here. And I think realistically, if you already own Gen 2,
there's probably little upgrades you're really getting on these unless you see a style that you really like. And I would reckon the reason they're getting into the camera-less ones is because people do have that sort of privacy concern,
like, oh, are you filming me? Because people who don't have the meta glasses don't know that the little light flashes when you're filming. I'll show you really quickly what that looks like.
And because people don't know that, but they see a camera, you go to a store, you talk to a vendor or whatever, they're just automatically, oh, here it comes. They're just going to automatically assume that you're filming them because they see the camera,
and then they never know which one to look at either. if I hold it down with the button right here, you can see the flashing light right here. That's not the camera. The camera's actually right here, which is really annoying when people go take a picture
because then you tell them, you know, smile or whatever, and then they look at the light instead of the camera, and then their eyeballs are always over to the side. So I guess you could use AI to fix. But yeah, see, this is a Gen 1.
This does not actually have that little action button that they were referring to. I'm not sure if this is going to focus. Oh, there we go. Yeah, so see like right there? That's just a flat, flat button right there and
there's no little elevated sort of circular button for you to press this action button. These are the Gen 1's. Gen 2's have that little action button. There's some suggestion that the action button has changed. I'm not seeing it. So overall, tools,
incremental I know the VR is getting a lot of buzz I don't see it but I still want to buy the stock and my take is even after it's run up I kind of hope
that it goes down a little bit after this event and things chill out a little bit so I secretly get a little bit more of an opportunity to buy the game. If you liked that video, turn this around. I think you're gonna love it.
I don't know how to ever tell you these things that you told us here. I feel like nobody else knows about this. We'll try a little advertising and see how it goes. Congratulations, man. You've done so much. People love you. People look up to you. Kevin Passerath, their financial analyst and YouTuber.
Meet Kevin. Always great to get your take.