Meta Muse 单个用户年成本或达 445 美元，作者仍看多 Meta
Morgan Stanley 估算 Meta 每用户年收入约 70 美元，而 Muse 单用户年成本最高 445 美元，但作者算账后认为只占营收 0.5%，值得先免费圈人再卖 agent 广告。
🚨 One $META Muse user can cost ~$445 a year. ✅ Muse is Meta's free AI agent. ✅ Meta makes ~$70 a year per user, per Morgan Stanley. ➡️ Sounds like a disaster, right? Nope. Do the math. ✅ Muse had ~2.73 million daily users on Oct 6. ✅ New users per day slowed from ~198K to ~74K in a month. ➡️ Slower adds = a smaller bill too. ➡️ 2.73 million x $445 = ~$1.2b a year, at MS's ceiling. ✅ Meta did $60.8b of revenue last quarter, up 28%. ➡️ That's ~0.5% of revenue to win the AI agent race. ✅ MS sees the real money in an agent ad auction, late '27 or '28 at the earliest. ➡️ Get everyone hooked free now, then run the auction. ➡️ That's why I'm still pretty bullish Meta!