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Meta turned Muse into a viral hit. Now comes the hard part.
The brief
- Meta’s Muse AI assistant is quickly racking up downloads
- Mark Zuckerberg’s next challenge is making Muse part of users’ everyday routines
- Big AI reset ahead? Chris Wood doubts hyperscalers’ $990 bn capex estimates, highlights India’s reverse AI trade advantage
- AMZN, META, GOOGL, MSFT, ORCL: Michael Burry Sounds Fresh Alarm On Big Tech’s AI Spending, Warns Of Massive Write-Offs In Two Years