“Trump's $5K Bribe, Anthropic's $2T IPO, & Meta's Muse”
Bullish on META; undervalued with strong execution and capital backing, expected to outperform over 12-24 months.
Meta now betting on making AI feel safe for the regular person. On Tuesday, Meta launched Muse, spelled mus, a personal AI agent that can shop for you, respond to your emails, book your flights, remind you about your tea times, everything you could possibly imagine on doing, all through a conversational app interface like iMessage.
It's Meta's biggest swing yet at turning roughly $130 billion in AI spending this year into something that the average consumer will actually use and help them get a little bit of return on that $130 billion investment.