Meta and OpenAI bet on cute AI agents to pave the way for hardware: the software-hardware integration strategy of Muse Charm and Dots

Meta and OpenAI plan to open the dedicated AI hardware market with cute AI agents. Meta will launch a keychain-like Muse Charm device before the holiday shopping season, with the Muse agent inside the screen; OpenAI's hardware with Jony Ive is expected to ship as early as February 2027, and when the Dots agent platform released at DevDay was asked whether it would enter hardware, Sam Altman said this is a reasonable assumption.