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Meta Muse: The AI Agent Era Has Arrived!
META is above $740, and the market is pricing Meta Muse as an automatic win. Meta is a top-five CSI holding and we've owned it for years. We're holding, not adding, at this price.
Meta reaches 3.6 billion people a day, yet about $59 billion of its $60 billion in quarterly Family of Apps revenue still comes from advertising. Muse, the company's new personal AI agent, is its most serious attempt yet to change that mix.
This episode covers how Muse works as a personal aggregator running on Meta's data center infrastructure, and the four ways it could make money: consumer subscriptions, business…
The skinny
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