Shanu Mathew(@ShanuMathew93):Think you have to play ball unless you think they’ll have their own consumer facing agent which just leads to the app issue all over again Hope that the simplicity + ease of experience drives more volume to offset Muse take rate But in reality software platforms just don’t have as much pricing power any more when someone else controls the consumer experience and it increasingly becomes less about the platform and more about the outcome

2026.09.23 05:05

Think you have to play ball unless you think they’ll have their own consumer facing agent which just leads to the app issue all over again Hope that the simplicity + ease of experience drives more volume to offset Muse take rate But in reality software platforms just don’t have as much pricing power any more when someone else controls the consumer experience and it increasingly becomes less about the platform and more about the outcome

Vivek Goyal@Goyal_Vivek

2026.09.23 00:27

What's the long term game here from Instacart and Expedia? If they "partner" with Muse/ Instinct - they give away 'ownership' of the consumer. Not only will Meta charge its fair 5% take rate, but also user never leaves the app to go to your website/ app 😕😕