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Muse seen as Meta's answer to Apple's App Store cut

A post argues that when an AI agent uses apps on your behalf, users stop opening apps and the App Store loses its toll-booth role, making Muse Zuckerberg's counter to Apple.

Justin Mateen
@justinmateenArchived 2026.09.23Originally posted 2026.09.23
Muse seen as Meta's answer to Apple's App Store cut
Justin Mateen @justinmateenOriginally posted 2026.09.23
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For years Zuckerberg has been beholden to Apple. Meta drove distribution. Apple controlled the platform. Then Apple changed the rules, creating a ~$10B revenue headwind for Meta in 2022 alone. Zuckerberg has patiently been building his way out. Muse is his answer. When an AI agent uses apps on your behalf, you stop opening apps. The App Store stops being a toll booth. It’s the ultimate power reversal with Apple and ironically feels like an early App Store moment. It shouldn’t be surprising that one of the most important founder led companies keeps finding a way. But the market keeps underestimating @finkd ‘s ability to adapt as the world changes.

x.com/justinmateen/status/2102455794612699439Archived 2026.09.23 10:18