$Meta Platforms, Inc.(META)$ I think it makes sense for integrators to rally first. Shopify can show a clearer near-term benefit from Muse through more transactions and Shop Pay usage, while Meta still has to prove how Muse itself will monetise its rapidly growing user base. The partner rallies are encouraging because they suggest Muse is developing into an ecosystem rather than just another AI app. The next step is showing that Meta can capture a meaningful share of the value created by that ecosystem.
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- AndrewWalker·09-23 14:22Creator rev share and ad targeting probably get proven faster. Ecosystem is nice, but Meta still needs to show where the margin actually landsLikeReport