高盛评 Meta Muse 的分发与变现

Shay Boloor @StockSavvyShay原推发布于 2026.09.14

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Goldman Sachs says $META edge in consumer AI is “scale and distribution” as Muse moves AI to actually completing tasks like shopping, booking travel and managing everyday workflows. Goldman also sees the monetization expanding well beyond subscriptions with Meta potentially taking a cut of commerce as Muse connects into payments through Stripe.

这条是引用着另一条写的：x.com/stocksavvyshay/status/2097786751603593467