Meta Muse 靠什么赚钱：免费+交易抽成
投资人解读 Muse 商业模式：每周免费送 1 亿 token，靠 agent 促成的购物交易抽成，而非广告位。
Meta Connect this evening. Zuck already said how the Muse app intends to make money: free for most. 100M tokens a week on the house because the real model is a small cut of the commerce the agent touches. Not ad slots. A take rate on what the agent does for you. Incredibly bullish for small businesses, Shopify and Meta. I also think large ecom platforms will benefit especially if agents begin suggesting sticky memberships to increase overall savings and benefits. There are plenty of services that ecom platforms in my opinion can spin off for agentic commerce that will at the very least make up for the loss of human ad impressions. That story is not written yet though because we are so early. $META $SHOP $AMZN