Now looking at MUSE—doesn't this just match the situation we were talking about earlier? Everyone is still comparing Anthropic’s ARR versus OpenAI’s, who’s growing faster, and whether revenue can hold up the valuation. Meanwhile, Meta has already started telling a new Agent story. It doesn’t even need to promise that ARR will surpass those two. Instead, by leveraging its advantages, it’s pitched a completely new AI narrative to the market—enough for the market to re-imagine things.
My understanding is that Muse could very well allow ordinary users to use its basic features for free in the long term. It will then make money later when you buy things, book hotels, and find services through it. Users may not necessarily need to pay dozens of dollars every month. Businesses can pay for the business it brings, and the platform may take a cut from transactions. In that case, the market won’t just be pricing how much the AI can sell in subscriptions—it’ll also be about how much consumption and how many services will go through Agents in the future.
That’s what we were saying earlier: changing the way the game is played can buy time for the whole industry. First, see how many people use it; then see whether everyone is willing to hand tasks over to it; and finally, see whether services and transactions can actually make money. This whole approach needs to be observed for half a year to a year. During that time, the model keeps improving, costs keep going down, and the narrative needs time to be disproven.
With such a huge industry ecosystem, they won’t just sit there and wait for it to collapse because the old revenue formula was questioned. Whether MUSE ultimately succeeds is another matter—once the new story is out, disproving it again takes time. The vested interests just change the playbook and keep the party going 😂
Anthropic’s IPO and the period right after it are very likely a peak moment of this party. As for what happens next, we’ll talk about that later.
Quote: https://x.com/i/web/status/2095916985800429803
My understanding is that Muse could very well allow ordinary users to use its basic features for free in the long term. It will then make money later when you buy things, book hotels, and find services through it. Users may not necessarily need to pay dozens of dollars every month. Businesses can pay for the business it brings, and the platform may take a cut from transactions. In that case, the market won’t just be pricing how much the AI can sell in subscriptions—it’ll also be about how much consumption and how many services will go through Agents in the future.
That’s what we were saying earlier: changing the way the game is played can buy time for the whole industry. First, see how many people use it; then see whether everyone is willing to hand tasks over to it; and finally, see whether services and transactions can actually make money. This whole approach needs to be observed for half a year to a year. During that time, the model keeps improving, costs keep going down, and the narrative needs time to be disproven.
With such a huge industry ecosystem, they won’t just sit there and wait for it to collapse because the old revenue formula was questioned. Whether MUSE ultimately succeeds is another matter—once the new story is out, disproving it again takes time. The vested interests just change the playbook and keep the party going 😂
Anthropic’s IPO and the period right after it are very likely a peak moment of this party. As for what happens next, we’ll talk about that later.
Quote: https://x.com/i/web/status/2095916985800429803