I am also watching monetization closely. Meta already has massive distribution, so if Muse can eventually connect subscriptions, commerce and transactions, it could create a new revenue stream beyond advertising. But Amazon’s decision to block Muse also shows that platform access could become a major hurdle.
Personally, I think the next phase is about proving the full cycle: adoption → retention → transactions → monetization. I would not judge Muse purely by the stock reaction yet. The real opportunity is whether Meta can make AI agents part of everyday consumer behavior and build a sustainable business around them.
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- AuntieAaA·00:21Good1Report