$UBER $META Uber can't catch a break. I’ve been wondering why the stock has been relentlessly selling off over the last few days. My guess is it has to do with Muse. It doesn’t seem like Muse integrates with Uber today, but long term, I don’t see why that wouldn’t be the case. Imagine opening Muse and asking it to get you from point A to point B. “Uber is $31 and arrives in 4 minutes. Lyft is $28 and arrives in 6. Waymo is $25 but arrives in 10 minutes. Which do you prefer?” Suddenly, you don’t need to open the Uber app at all. I’ve been a loyal Uber user for years now and subscribe to Uber One. I’ve never once bothered to install Lyft, download any taxi apps, or go through the trouble of setting them up, even though it’s honestly relatively easy. But an agent like Muse basically eliminates that tiny friction entirely.