Morning Brew Daily
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Meta Just Beat Apple at Its Own Game & McDonald’s Is Upgrading Restaurants

September 24, 2026

AI Summary

5 min read

Meta just had its best hardware moment in years — and it didn’t come from the metaverse. At its Connect conference, the company unveiled a new pair of Ray-Ban smart glasses that cost $349 and deliberately leave out the camera. After years of privacy backlash — including the glasses earning the nickname “pervert glasses” because of incidents where men filmed women without consent — Meta is offering a version that still plays music, takes calls, and runs its Muse AI assistant, but doesn’t record video. It was the opening act for a bigger reveal: new virtual reality glasses that weigh just 100 grams and cost $1,300 — roughly one-sixth the weight and 60% cheaper than Apple’s $3,500 Vision Pro, with comparable hand- and eye-tracking and display quality. Bloomberg’s Apple reporter Mark Gurman called them “incredible.” Then Zuck ended the event with a “one more thing” moment straight out of Steve Jobs’ playbook: the Muse Charm, a small keychain pendant that gives users a dedicated physical way to talk to their AI agent throughout the day — no phone required.

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What you'll learn

  • 1 (00:31) **Show Open & Qantas' Ultra-Long-Haul Flights** - The hosts introduce the episode's topics, then detail Qantas' new nonstop Sydney-New York flight (2028) and Sydney-London flight (2022), including the special Airbus modifications and onboard "well-being zone."
  • 2 (03:01) **Meta's Connect Conference: Smart Glasses, VR, and the "One More Thing"** - Meta regains momentum with a series of hardware announcements, starting with camera-less Ray-Ban smart glasses ($349) that address privacy concerns.
  • 3 (04:22) **Meta's Hardware Strategy: From Metaverse to AI Lead** - Neil argues Meta's billions spent on the metaverse have inadvertently given it a lead in building hardware for the AI age, with reviews comparing the rollout to classic Apple events.
  • 4 (06:14) **The Silicon Valley vs. Main Street Split on Meta** - A divide emerges: Silicon Valley applauds Meta's visionary hardware, while the broader public remains skeptical due to privacy concerns, with the camera glasses earning the "pervert glasses" moniker.
  • 5 (08:26) **Diesel Export Ban: Trump's High-Wire Act** - The White House considers banning diesel exports for 90 days to lower record-high prices ($6.52/gallon), but faces fierce opposition from its own cabinet and the oil industry.
  • 6 (12:49) **Unintended Consequences of a Diesel Ban** - A ban would create a two-tiered market, spiking prices in Europe and damaging geopolitical alliances, while also scaring off future investment in US refinery capacity.
  • 7 (13:32) **McDonald's $8.5 Billion "Next" Plan** - McDonald's unveils a comprehensive turnaround plan to modernize stores, triple down on chicken, and introduce an AI drive-through system called "Archie" powered by Google.

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Guests on this episode

Show Notes

#940: Neal and Toby break down the Meta Connect event and why the tech world is buzzing about the company's new hardware. Then, what a 90-day ban US diesel exports could mean for the industry. And why is McDonald’s investing so much in upgrading their restaurants? Next up Neal shares his favorite numbers and all of the headlines you need to know to start your day. 

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