Rihard Jarc(@RihardJarc):It would be very funny if, in the AI era, at the end, $META wins the personal AI agent market and $MSFT wins the enterprise AI agent market, in a way that you have your $META Muse and $MSFT's Autopilot communicating across different use cases (private and work). Distribution was key in the pre-AI era and, as it turns out, is key also in the AI era.

Rihard Jarc

@RihardJarc

Researching and investing in tech (AI, cloud, semiconductors, platforms). Building UncoverAlpha. DMs open. Tweets are only opinions.

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Rihard Jarc@RihardJarc

2026.09.25 15:52

It would be very funny if, in the AI era, at the end, $META wins the personal AI agent market and $MSFT wins the enterprise AI agent market, in a way that you have your $META Muse and $MSFT's Autopilot communicating across different use cases (private and work). Distribution was key in the pre-AI era and, as it turns out, is key also in the AI era.

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