Ran 10,000+ queries on Meta's Muse AI to extract hidden alpha for public equities. Theory: If 1B people use AI agents for decisions, recurring patterns = tradeable edge.
Used @NousResearch Hermes to spam Muse with questions across products/services. Mapped recommendations to tickers. Goal: front-run the "efficient market on steroids" thesis where AI agents hyper-concentrate demand.
Key Findings:
• Muse pushes cost-cutting hard. Free alternatives, fewer paid seats, repair over replace. Not bullish for consumer discretionary bloat.
• When it does recommend spending, it's selective. Performance/reliability justify premium. Translation: Winner-take-most dynamics incoming.
• Clear favorites emerged without prompting: Fidelity (58/70 brokerage recs), Apple + Lenovo (58/68 laptops), Square for SMB payments, Best Buy for retail.
• BUT — this could just reflect existing market share, not incremental alpha. The trade isn't "go long these names." It's "does AI agent adoption drive margin-accretive revenue beyond consensus?"
• AEO (Agent Engine Optimization) is the new SEO. Brands will pay to hardcode themselves into model weights. That's the real moat.
No investable setups yet. Open-sourcing the full 11,567 Q&A dataset. DM if you spot an angle. This could be early infrastructure for how capital flows in an agent-driven economy — or total noise.
Still digging.
Used @NousResearch Hermes to spam Muse with questions across products/services. Mapped recommendations to tickers. Goal: front-run the "efficient market on steroids" thesis where AI agents hyper-concentrate demand.
Key Findings:
• Muse pushes cost-cutting hard. Free alternatives, fewer paid seats, repair over replace. Not bullish for consumer discretionary bloat.
• When it does recommend spending, it's selective. Performance/reliability justify premium. Translation: Winner-take-most dynamics incoming.
• Clear favorites emerged without prompting: Fidelity (58/70 brokerage recs), Apple + Lenovo (58/68 laptops), Square for SMB payments, Best Buy for retail.
• BUT — this could just reflect existing market share, not incremental alpha. The trade isn't "go long these names." It's "does AI agent adoption drive margin-accretive revenue beyond consensus?"
• AEO (Agent Engine Optimization) is the new SEO. Brands will pay to hardcode themselves into model weights. That's the real moat.
No investable setups yet. Open-sourcing the full 11,567 Q&A dataset. DM if you spot an angle. This could be early infrastructure for how capital flows in an agent-driven economy — or total noise.
Still digging.