Gary Black(@garyblack00):$META is drawing growing attention around its consumer AI strategy as Muse strengthens the company’s push into personal AI assistants and raises comparisons with $AAPL when it launched iPhone in 2007. META’s 3.6 billion-user base across Facebook, Instagram and WhatsApp is a major competitive moat, giving the company enormous reach as it integrates Muse across its existing platforms. Meta has successfully combined AI, hardware and data, with Muse providing the software layer and products such as smart glasses serving as one of several possible interfaces.

2026.09.25 10:03

$META is drawing growing attention around its consumer AI strategy as Muse strengthens the company’s push into personal AI assistants and raises comparisons with $AAPL when it launched iPhone in 2007. META’s 3.6 billion-user base across Facebook, Instagram and WhatsApp is a major competitive moat, giving the company enormous reach as it integrates Muse across its existing platforms. Meta has successfully combined AI, hardware and data, with Muse providing the software layer and products such as smart glasses serving as one of several possible interfaces.

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