Muse could be the first mass-market viral AI agent, Rebound Capital says
Rebound Capital argues Muse could be Meta's first scalable non-advertising product, reading email, booking travel, negotiating bills, filling forms and paying by card, free up to 100 million tokens a week then $20 or $100 a month, with Meta also taking a cut of transactions.
This could be a game-changer for Meta. Muse could be the first viral AI agent for consumer use cases. It reads your email, books travel, negotiates bills, fills forms, and pays with your card. Free up to 100 million tokens a week, then $20 or $100 a month. - First real product outside of advertising that can really scale up. Not only is the subscription a source of income but the cut that Meta takes from each transaction on the platform can be huge. Zuckerberg said on the Sources podcast that Meta will take "a very small cut of whatever the transaction is," possibly paid by the business, plus subscriptions for power users. - Muse is the first agent with a free tier, a wallet, and easy distribution to 3 billion people. If people start using this agent to shop for them, merchants will stop fighting for advertising and start paying for access to the agent. That could be the biggest change to online commerce since the app store. - This could potentially be a high margin business with tens of billions in revenue.
This post quotes another post: “Zuckerberg unveils Muse, Meta's personal agent”