Rihard Jarc

It would be very funny if, in the AI era, at the end, $META wins the personal AI agent market and $MSFT wins the enterprise AI agent market, in a way that you have your $META Muse and $MSFT's Autopilot communicating across different use cases (private and work). Distribution was key in the pre-AI era and, as it turns out, is key also in the AI era.

It would be very funny if, in the AI era, at the end, $META wins the personal AI agent market and $MSFT wins the enterprise AI agent market, in a way that you have your $META Muse and $MSFT's Autopilot communicating across different use cases (private and work). Distribution was key in the pre-AI era and, as it turns out, is key also in the AI era.

Now that raw model performance isnt the biggest driver of usage anymore $MSFT has the perfect chance to be the “Muse” of enterprise as they can put together a product with the best harness and integrations. While $META has the strongest distribution with consumers, $MSFT has it with enterprises.

Less than 2 months, $META up +33%: "you can see that in the next few years the company will not just be an ad business but will have at least two massive new revenue verticals: transaction revenue on e-commerce and AI agent revenue for businesses & creators through its platform like WA"

This is the full article, which is still relevant today. The interesting part is that I made the case for both $META and $AMZN, which the market decided were AI losers. I believe I will be proven right when it comes to $AMZN as well: https://t.co/qwNDPvLkph

This is the full article, which is still relevant today. The interesting part is that I made the case for both $META and $AMZN, which the market decided were AI losers. I believe I will be proven right when it comes to $AMZN as well: https://t.co/qwNDPvLkph

These are sections from my article on why I was bullish on $META in April. $META executed my thoughts to perfection with Muse and now sits in a really strong position. https://t.co/I3LBpMw1Ev

It will be hard for anyone to compete with $META Muse. You either compete on the product, distribution or price. $META is really strong in all three categories: - The product reviews for Muse are 40k ratings with a 4.88 score (truly rare) telling you users love the product. - In terms of distribution, $META owns the biggest ecosystem by far. - In terms of price $META has the most spare infra capacity + enough profits from its core to subsidize if needed.

$AMZN essentially trading at AWS + Anthropic stake value, with zero value assigned to all its other parts not to mention the pricing leverage AWS is about to get with the demand for VMs and AWS having the biggest fleet of them.

@klemenselakovic The $META Muse adoption will change the narrative around AI winners and losers. Many were too focused only on the chip and model layer.