Deutsche sees Muse reaching ~8% of $META revenue by 2030 with agent commerce fees driving ~75% of upside case.
What makes that really interesting is the model assumes only ~0.3% of daily users ever pay and gives no credit for Muse completing purchases through $SHOP and Stripe while helping businesses create and spend more on Meta ads.
So Muse can monetize the transaction itself while also feeding more dollars back into Meta’s core ad business,which makes the upside MUCH bigger.
What makes that really interesting is the model assumes only ~0.3% of daily users ever pay and gives no credit for Muse completing purchases through $SHOP and Stripe while helping businesses create and spend more on Meta ads.
So Muse can monetize the transaction itself while also feeding more dollars back into Meta’s core ad business,which makes the upside MUCH bigger.
