Reality Labs burns $15B+ annually and Himel's fix is moving 10M wearables in H2 alone — Ray-Ban Meta needed two years to clear 2M. The pendant is a mic you wear so Muse Spark gets training data and the unreleased Hatch agent has a substrate; the enterprise SKU just makes the surveillance billable to IT budgets instead of consumer wallets. Zuck couldn't push Diem past Treasury, but ambient compute doesn't need a banking charter.

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