The AI story is expanding beyond chatbots.
Meta’s Muse is designed to execute tasks like managing email, booking travel, browsing websites and shopping with approval.
That could benefit more than model makers. Wider agent adoption may drive demand for inference, compute, networking, memory and data centers.
Agentic commerce is another angle Shopify is integrating commerce into AI experiences, while Amazon has blocked Muse purchases on its platform.
My watchlist, $META, $AMD, $AVGO,
I’m watching where value accumulates AI agents, chips, data centers or agentic commerce?
Meta’s Muse is designed to execute tasks like managing email, booking travel, browsing websites and shopping with approval.
That could benefit more than model makers. Wider agent adoption may drive demand for inference, compute, networking, memory and data centers.
Agentic commerce is another angle Shopify is integrating commerce into AI experiences, while Amazon has blocked Muse purchases on its platform.
My watchlist, $META, $AMD, $AVGO,
I’m watching where value accumulates AI agents, chips, data centers or agentic commerce?
