¿Ha encontrado Meta el próximo gran filón de la IA?
Wall Street cree que Muse, el agente de inteligencia artificial de Meta, puede convertirse en la primera aplicación capaz de llevar los asistentes autónomos al mercado de consumo. Leer
Meta, formerly Facebook, has unveiled Muse, an AI assistant designed to help users perform tasks autonomously. <The tool has already garnered 2.5 million downloads in just 13 days, a rapid adoption rate outpacing competing assistants like Anthropic's Claude and Google's Gemini.>
Muse goes beyond simple question-answering, acting as a digital agent under user supervision. It can shop online, compare prices, notify users of attractive deals, make purchases with authorization, manage emails, and even handle tasks like canceling subscriptions or disputing bills. Analysts believe Muse represents Meta's potential "killer app" for AI agents, capable of bringing this technology to mass markets.
Investors, including Jefferies and JPMorgan, see Muse as a promising early indicator of consumer interest in AI assistants. The success of Muse could validate Meta's massive AI investments following the ChatGPT surge in late 2022.
While Amazon has blocked Muse from making purchases on its online marketplace, the company has partnered with major retailers like PayPal, Stripe, Shopify, Walmart, GAP, Sephora, Best Buy, and Instacart, allowing Muse to complete transactions across numerous merchants. Despite this setback, Meta's strong user base of 3.5 billion and deep knowledge of user preferences and behavior provide a competitive edge in the AI agent race.
Wall Street analysts view Muse as a potential new revenue stream for Meta, with subscription plans and a proposed commission on transactions adding to the company's earnings potential.
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