Musings About the Agentic Future
Muse has driven Meta Platforms to a nearly $2 trillion valuation and has captured the market’s attention. But how will Meta make money from Muse and who will the other winners in the industry be? Plus, we discuss the competition and whether Amazon sees this as an existential threat.
Travis Hoium, Lou Whiteman, and Tyler Crowe discuss:
– Muse v Amazon
– How Muse Will Make Money
– Shopify’s Bet
– Expedia on Muse
– Who Wins an Agentic Future?
Companies discussed: Expedia (EXPE), Meta Platforms (META), Alphabet (GOOG).
Host: Travis Hoium
Guests: Lou Whiteman, Tyler Crowe
Engineer: Dan Boyd
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