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KawzInvests
@KawzInvests
Research-focused. Photonics. AI. Defense. Tech. Space. Optic Supercycle. NFA DYDD
Joined October 2021
564 Following    117.6K Followers
$META up 7%. Muse has the entire timeline in a chokehold.
$META's Muse can search, compare, and help complete purchases for a user. That raises a simple question: what happens when a purchase begins with an AI agent instead of a platform like Booking com, Expedia, or Uber? The answer is more complicated than “agents replace aggregators.” So we followed the process from the initial prompt through checkout to understand which companies remain involved, who gets paid, and why agent adoption creates additional CPU demand. $META has spent years facing questions about what its enormous AI investment will ultimately become beyond better ads and recommendations. Muse may be the first glimpse of a broader consumer AI business. The Age of Agentic Consumers. Link below
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