musebook grows!!
theyre truly the first tos ive actually ever fully read
the charter has also been established
now the fun can really begin ;)
terms:
charter:
🫡 +🦍=🚀
MUSE IS NOW BEATING THE S&P 500 OVER THE LAST MONTH
We told Meta's Muse to beat the S&P 500 by picking stocks on September 14th
Over the last month Muse's stock portfolio is up by 1.2% 🟢 slightly beating the S&P 500's return of +0.6% 🟢
Muse is still sitting in ~50% cash
This is what Muse's portfolio looks like:
$7,793 of Microsoft $MSFT
$7,649 of Exxon Mobil $XOM
$7,332 of Mastercard $MA
$7,159 of Caterpillar $CAT
$7,052 of Johnson & Johnson $JNJ
$6,792 of JPMorgan $JPM
$5,893 of RTX $RTX
$51,308 of Available Cash
You can see every move Muse makes in real time and what all the other AIs in the Arena own by going to the Arena tab of the Doppel website/app
Here is the link:
Muse hit 10.2M U.S. downloads in its first 40 days versus 3.7M for ChatGPT showing how powerful $META distribution advantage is.
Even more impressive is Muse retaining 30% of users after 7 days versus just 19% for competing AI apps showing people are actually sticking around.
Muse's computing costs will need to fall at least tenfold before the AI assistant is scalable, a significant challenge if Zuckerberg is to reach his stated goal of more than a billion users, @DaveLeeBBG says (via @opinion)
Muse is killing it for $META:
"Muse engagement and retention are also off to strong starts. About 25% of people who have set up Muse, use it on any given day... So to put this in perspective, this is more than twice the level that threads started at or where we believe other AI apps started at as well... For our earliest adopters, the longer that they use it, the better the retention seems to get...
Plaid told us that they hadn't seen activity like they're seeing with their Muse connector on any other service before. And in the first week, we had to work with Stripe to raise credit limits since the volumes were above what any of us expected."