吉3186
09-17
My choice: C. Both
The AI-agent market is still very early.
META: Huge user base from WhatsApp, Instagram and Facebook. Muse could turn users into real transactions.
GOOGL: Google already controls Search and has Gemini, giving it a strong position in commercial decisions.
Big opportunity: AI agents may create a new way for people to shop, travel, book restaurants and make payments.
But the $30 trillion figure is not Meta’s revenue. It is the potential economic activity AI agents could influence.
For investors, the key is simple:
Users → Regular use → Transactions → Revenue → Profit
Right now, both META and GOOGL still need to prove monetization.
Bottom line: I would watch both, rather than choosing a winner today.
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