Everyone was clowning Mark Zuckerberg and Alexandr Wang but now they are back on top. Meta spent more than $14 billion to bring @alexandr_wang and several Scale AI researchers into the company after the disappointing release of Llama 4. Many people questioned whether Wang had enough experience to lead one of the world’s largest AI teams and nvestors also worried that @finkd was spending too much money without having a clear plan to earn it back. But now that narrative is completely dead after Meta’s new Muse AI agent reached No. 1 on Apple’s US App Store shortly after its launch and moved ahead of ChatGPT. Meta offers Muse for free but users who need more access can pay $20 or $100 per month which means that Meta finally has a consumer AI product that could turn its massive infrastructure spending into direct revenue. Oppenheimer estimates that Muse could eventually reach 1.91 billion users across Meta’s applications and If only 6% of those people become paying subscribers, Meta would have approximately 115 million paying Muse customers. Those customers could generate approximately $27.5 billion in annual revenue at a monthly price of $20 and Oppenheimer estimates that this revenue could produce approximately $22 billion in operating income. This scenario would increase Meta’s total 2027 revenue to approximately $332 billion and its operating income to more than $122 billion. Meta’s earnings could reach $38.83 per share, which would be 15% above the Wall Street estimate used in Oppenheimer’s model. Meta has an advantage that most other AI companies do not have. Meta already owns Facebook, Instagram, WhatsApp and Messenger, which gives the company a direct path to billions of potential Muse users. Meta does not need to build a new audience because it can place Muse inside the applications people already use every day. The company could eventually connect Muse to its AI glasses, which would allow users to access the agent without opening a phone or computer. Meta could also make money from consumer subscriptions, business agents, developer access and commissions from purchases completed through Muse. Meta is an asset I hold in my portfolio, and if you want to see the rest of my positions, how I’m sizing them, and the trades I’m making across AI, check out my Milk Road Pro portfolio using the link below.