Personally, I think Muse is quite unique compared to similar offerings.
$META took the more expensive route: every user gets their own isolated virtual machine in the cloud, where their Muse and connected data live. They even run a separate agent that controls what Muse can access and when it needs your permission.
That infrastructure isn't cheap, but Meta has something most AI startups don't: huge ad business that can subsidize the cost while Muse scales.
And for an agent that eventually wants access to your email, calendar, payments and other personal data, trust is probably one of the biggest barriers to adoption.
Meta seems to understand that and is willing to spend more to solve it properly.
Combine that with their distribution advantage and Muse already hitting #1 on the US App Store, and the story gets more interesting by the day.
Every day we seem to get another bullish data point for
$META
That's why I think $META could be one of the winners of the AI application layer.
$META took the more expensive route: every user gets their own isolated virtual machine in the cloud, where their Muse and connected data live. They even run a separate agent that controls what Muse can access and when it needs your permission.
That infrastructure isn't cheap, but Meta has something most AI startups don't: huge ad business that can subsidize the cost while Muse scales.
And for an agent that eventually wants access to your email, calendar, payments and other personal data, trust is probably one of the biggest barriers to adoption.
Meta seems to understand that and is willing to spend more to solve it properly.
Combine that with their distribution advantage and Muse already hitting #1 on the US App Store, and the story gets more interesting by the day.
Every day we seem to get another bullish data point for
$META
That's why I think $META could be one of the winners of the AI application layer.