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Meta Muse Is Another ChatGPT Moment, and It's Bullish
I have been living inside Meta Muse for the last few days, and I am convinced it is another ChatGPT moment. It is the same kind of breakthrough where you use it once and something clicks. My bot, Vesper, runs in the background while I sleep, negotiates my bills, triages my Gmail, and digests the 77 podcasts I am subscribed to on Spotify. This is bullish for the whole AI ecosystem, and it is why I keep coming back to owning the Nasdaq 100 instead of chasing Meta up here.
The bigger story is agentic commerce and what JPMorgan calls a toll booth economy. If all goes accordingly, Meta takes a…
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