Company
Meta
- Episodes
- 161
- Share
- 15%
- Shows
- 123
- Net sentiment
- +0.47
Bullish 81Mixed 40Neutral 24Bearish 16
The episodes that named it
Why each one was bullish, bearish or in between on Meta. Longest episodes first.
Bullish 81
- Muse app drove strong stock gains and leads a subcategory the company previously lacked.Amazon Ban Hammer, Seedance Strategy, Amazon Blocks Muse | Vinod Khosla, Augustus Doricko, Ben Hylak, Aaron Levie, Lucas Shaw · TBPN · Sep 21
- Muse strategy, ad-funded distribution and hardware push seen as coherent, driving stock gains.Meta Connect Reactions, Zuck's Beer Pong Controversy, New Bentley EV | Shalev Lifshitz & Romi Lifshitz, Leif Abraham, Diogo Almeida, Hooman Reza Nezhad, Jordan Nanos, Erika Alden DeBenedictis · TBPN · Sep 24
- Muse hit number one in the App Store and is central to its hardware and assistant roadmap.Opus 5.5 is your new workhorse! OpenAI ships GPT 6 Sol and Terra before DevDay and Meta goes all in on Muse! Your friday read is here · ThursdAI - The top AI news from the past week · Sep 25
- Best incremental returns among hyperscalers, with a consumer end market supporting its AI spending.Jim Chanos & Gary Marcus: Circular AI Financing, The Agentic Economy & Doomsday Scenarios · RiskReversal Pod · Sep 25
- Muse launch drew strong downloads and stock gains; praised for responsible slow rollout.Anthropic IPO at Risk, Meta's Muse Pop, Token Prices Fall, Open Source Gains Share, Alignment Fails · All-In with Chamath, Jason, Sacks & Friedberg · Sep 26
- Muse agent hit top of App Store and drew strong early adoption and stock gains.Anthropic IPO at Risk, Meta's Muse Pop, Token Prices Fall, Open Source Gains Share, Alignment Fails · All-In Podcast · Sep 26
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- Muse agent appears to work well and signals serious progress in Meta's AI efforts.#257 - GPT 6 Astra, AI Extinction, Security Incidents · Last Week in AI · Sep 24
- Muse agent reached number one on the App Store, with strong distribution across its apps.Meta's Muse Agent Hits #1, Anthropic Eyes a $2T IPO, a Fed Hike & Shield AI at $20B | Trading Places Podcast Ep49 ft. Dan Gray (Odin) · trading places · Sep 24
- Muse hit No. 1 on the App Store and lifted the stock sharply.20VC: Meta's Muse Hits No. 1. ChatGPT Finally Has a Rival | Menlo Sounds the AI Bubble Alarm | Factory Triples Its Valuation to $5 Billion | Keith Rabois vs Airwallex: Who is Right? | Crusoe's $3.9 Billion Round. Is the Data Centre Trade Overheating? · 20VC · Sep 24
- Listed as a founding partner supporting the academy's curriculum.a16z Just Launched a School · Sourcery · Sep 22
- Shares rose sharply after its Muse agent launch drew attention.The Wobbly House of Cards (EP. 483) · Animal Spirits · Sep 23
- Muse agent adoption and new device and integration plans signal strong consumer push.Meta Muse Has BIG Plans · The Daily AI Show · Sep 24
- Muse launch drove a sharp rally and reassessment of its AI monetization potential.Meta’s Muse launch, Josh is wrong on Netflix, internals weaken, 10-year bonds at 5%, Buffett steps away · The Compound and Friends · Sep 22
- Zuckerberg rejected a slowdown and open-source models support its strategy.Rogue Agents & The Great AI Slowdown: What the Hugging Face Hack Means for the Future · AI: The Podcast · Sep 23
- Cited as the clear AI beneficiary in ad tech with scaled returns.Drew Cohen Tells Us Whether Software Stocks Are Dead (Agents, Models, Moats, and More) · Chit Chat Stocks · Sep 23
- Muse launch and first-party data advantage could capture significant consumer AI value, still cheap versus peers.How Meta Could Quietly Win The AI Race · Prof G Markets · Sep 21
- Muse agent could drive ad revenue and bring AI to billions of users.Meta Just Made Bitcoin Inevitable · Onramp Bitcoin Media · Sep 22
- Cited among large tech companies with strong growth and margins benefiting from AI positioning.E434: Warren Gibbon on How AI is Changing the Private Markets · How I Invest with David Weisburd · Sep 25
- Muse launch is seen as easy to use, helping it lead the AI race.How NVIDIA Is Secretly Coming for Anthropic & Open AI | Morgan Stanley's Head of US Thematic Research · The Wall Street Skinny · Sep 26
- Muse assistant reached 1.8 million US and Canada iOS downloads in 12 days.330 | 10,000 AI agents just did 4,000 years of thinking in 88 hours, and the labs can't predict 3 months out. New models: GPT-6, Claude Opus 5.5, Grok 4.7 and More important AI news for the week ending Sept. 25, 2026 · Leveraging AI · Sep 26
- Muse agent drives consumer AI monetization and a possible rerating toward Google-like multiples.Meta is up big on Muse. AMD is priced for no mistakes. Micron is next. | Ep 58 · Futurum Equities Podcast · Sep 25
- Muse hit top of App Store and drove stock gains, positioning Meta as a serious AI contender.Meta’s Muse Revival, Frontier AI Under Threat, The Rise Of Dopamine Sites · Big Technology Podcast · Sep 25
- Its Muse release is cited as evidence AI investment is starting to pay off.Invesco's Levitt: 'The onus is on the bears' to prove there's trouble ahead · Money Life with Chuck Jaffe · Sep 25
- Shares jumped sharply this week on a new AI tool that investors liked.TWIFO 515: Tech Explodes and Crude Sinks While the 10-Yr Yield Soars · The Options Insider Radio Network · Sep 25
- Shares jumped 11.4% on success of its new AI model and app.Ken Langone, Sen. Peter Welch & Anthony Scaramucci 9/22/26 · Squawk Pod · Sep 22
- Muse agent app hit top US App Store rank and has massive user distribution.the call: Thursday 24 September | global stocks · The Call from ausbiz · Sep 24
- Meta Muse topped app charts and leverages its huge user base for AI distribution.Why Jensen and Zuck think the doomers are wrong (plus AI get’s a rebrand) | #294 MOONSHOTS Live · Moonshots with Peter Diamandis · Sep 27
- Muse app downloads and momentum made Meta a standout performer and value holding.Muse, Moonshots and the House Always Wins—Until the Market Calls · Behind the Markets Podcast · Sep 25
- Hosts see Muse AI app growing fast and expect upside from its AI product push.Markets Sending, Just Buy Consensus, Meta's AI Moment & Who Wins Tokenization? | Weekly Roundup · Empire · Sep 25
- Its free Muse agent and retail partnerships with stores could generate transaction revenue at scale.And Now For Something Completely Similar: Untangling the Power from the Pretense of Our AI Circus · Keen On America · Sep 26
- Muse agent progress and a large Louisiana data center point to growing compute demand.Bitcoin's iPhone Moment Will Trigger Wall Street FOMO | Jordi Visser · The Pomp Podcast · Sep 26
- Best month since 2013 on AI-driven momentum, though the stock eased slightly Friday.9AM HOUR: 5% Yields Watch; Tech Titans at Trump-Xi Dinner; Oracle's Data Center "Force" 9/25/26 · Squawk on the Street · Sep 25
- Muse launch drove a strong rally and rapid daily user growth.AI Investors Looking At The WRONG Stocks Following Meta's Muse Announcement · The AI Investor Podcast · Sep 24
- Its consumer assistant app is seen as a likely hit with a strong underlying model.Opus 5.5: Claude Just Hit Back at ChatGPT · Authority Hacker Podcast – AI & Automation for Small biz & Marketers · Sep 24
- Unveiled new AI glasses, a keychain device and VR headset, drawing bullish analyst reactions.10AM Hour: China’s Xi Arrives at White House, Why A Diesel Export Ban Could Make Matters Worse, Fed’s Paulson Signals more Rate Hikes 9/24/26 · Squawk on the Street · Sep 24
- Shares rallied on Muse agent enthusiasm, though panelists debate whether capex penalties are fully reversed.U.S. 10-Year Yield Hits 19-Year High… And The Ripple Effects From Meta’s Muse 9/23/26 · CNBC's "Fast Money" · Sep 23
- Stock rallying strongly on the Muse assistant launch and its disruptive potential.10AM Hour: McDonald's & General Mills CEOs, CFTC Chairman, & You Muse You Lose? 9/23/26 · Squawk on the Street · Sep 23
- Muse AI rollout and agentic repositioning drove a 35% September gain and suggested a rerating.Closing Bell Overtime: Global Bond Rout Continues 9/24/26 · Closing Bell · Sep 24
- Shares rose strongly after the Muse AI launch and new wearable charm announcement.Trump-Xi Summit, Navigating Higher Yields, Oracle’s ‘Force Majeure’ 9/24/26 · Power Lunch · Sep 24
- Muse agent topped app downloads and drove an 11% jump with strong momentum.Closing Bell Overtime: AI’s Grip on Markets Gets Stronger 9/21/26 · Closing Bell · Sep 21
- Stock on pace for its best day in thirteen years after a product launch.OpenAI’s Latest Models, Bitcoin’s Recent Rally, Tech Portfolio Check 9/22/26 · Power Lunch · Sep 22
- Muse app success and user growth are driving a major stock re-rating and AI leadership narrative.Meta’s Muse Momentum, Qualcomm CEO Interview, The Future of AI 9/23/26 · Power Lunch · Sep 23
- Muse agent success and non-advertising growth drove a strong rally and market cap gain.9AM HOUR: Nasdaq Extends Record Run, AI Trade Goes "Meta," Paramount Settlement 9/22/26 · Squawk on the Street · Sep 22
- Described as having resilient revenue streams outside pure AI research.Slowdowns, Service Accounts, and the Return of Email | S3E20 · The Hedgineer Podcast · Sep 22
- Strong rally on Muse AI agent and new VR glasses launch.9AM HOUR: Markets and the Trump-Xi Summit, Oracle Slides, Meta's New Products and "Muse-Mania" 9/24/26 · Squawk on the Street · Sep 24
- Wood cited its new AI model as making workers' lives easier and saving money.A Trump-Xi Summit & Cathie Wood’s Investor Letter 9/25/26 · Squawk Pod · Sep 25
- Host sees a dip buy near support after Muse AI launch hype.🚀 Nasdaq Hits All-Time Highs—Buy the Dip or Take Profits? | QQQ, WDC, MU, META, NVDA & AI Stocks · Daily Stock Picks · Sep 23
- Rose about 4.7% toward its all-time high, adding roughly $100 billion in market value in one day.Stocks Stayed Flat as Bond Yields Exploded. Something Doesn't Add Up · Know Your Risk Podcast · Sep 24
- Muse agent is highly popular but compute constrained, signaling strong demand.The AI Compute Trade Is at Risk - Here’s What Could Win Next · Milk Road Stocks · Sep 25
- Its existing Instagram social commerce tooling gives it an advantage in agent-driven shopping.Amazon Just Blocked AI Shopping. Shopify Opened Up | The Brainstorm 150 · FYI - For Your Innovation · Sep 24
- Jumped about 11.5% on the day and nears its all-time high, a technical breakout.Nasdaq Hits a Record High—But More Stocks Are Hitting New Lows · Know Your Risk Podcast · Sep 21
- Connect launch of cheaper smart glasses and Muse agent seen as a visionary hardware win.Meta Just Beat Apple at Its Own Game & McDonald’s Is Upgrading Restaurants · Morning Brew Daily · Sep 24
- Muse agent launch and AI pivot seen as giving Meta a real right to win in AI.Meta’s “Right to Win AI” & A Bond Market Rout 9/24/26 · Squawk Pod · Sep 24
- Strong Connect reception, coherent Muse strategy, and stock up 38% in a month.Meta Connect 2026, OpenAI’s Australia ‘Incident,’ Bentley’s New EV | Diet TBPN · TBPN · Sep 24
- Muse app downloads sparked the rally and a sharp share gain.Enthusiasm for Meta's Muse reignites parts of AI trade · Saxo Market Call · Sep 22
- Muse app drove a 27% share rise this month and leads a subcategory for the first time.AI Video Levels Up, Amazon Blocks Muse, Paramount Stays in CA | Diet TBPN · TBPN · Sep 21
- Muse app success, strong user trust and cheap valuation drove a sharp rally.Everything Just Changed For Meta · The Joseph Carlson Show · Sep 21
- Posted its best day since April 2025 on its personal AI agent optimism.Nasdaq posts record close driven by AI trade · Squawk Box Europe Express · Sep 21
- Shares hit new highs on continued momentum and AI app enthusiasm.Geopolitics could continue to dog this market for a long while yet. · Saxo Market Call · Sep 25
- Advantage audience tool reportedly improved return on ad spend by 22% versus manual campaigns.Give Us 30 Minutes & We’ll Rebuild Your Marketing · Marketing Against The Grain · Sep 22
- Its Muse AI agent release drove most of the week's tech sector rally.Strong Growth, Inflation = Fed on Hook for Hikes (E278) · DoubleLine Minutes · Sep 25
- Strong momentum from Muse, new glasses and partnerships; seen as executing well after past missteps.(Preview) Three Weeks of Meta Momentum, The Ultimate Muse Upside, A King Kong vs. Godzilla Aggregator War · Sharp Tech · Sep 25
- Meta Connect showed focused execution, a compelling Muse product, and momentum after past missteps.(Preview) Three Weeks of Meta Momentum, The Ultimate Muse Upside, A King Kong vs. Godzilla Aggregator War · Sharp Tech with Ben Thompson · Sep 25
- Opened Muse to developers and built a connector directory, creating a new distribution channel.Muse AI Connectors: The Next App Store Moment? · The Startup Ideas Podcast · Sep 24
- Pivoting its AI glasses to audio-only after feedback and launching a successful AI app.Yields Spike and the Trump-Xi Summit Is Probably a Nothing Burger · Rigatoni Capital Podcast · Sep 24
- Connect event showcased AI hardware and software, with the Muse app topping downloads.Mark Zuckerberg's new era · Sozzi Unleashed · Sep 24
- Its Muse AI agent surged to top app charts and lifted Magnificent Seven gains in September.Markets Struggle To Separate Signal From Noise As Bond Yields Rise Some More… · Digital Finance Analytics (DFA) Blog · Sep 26
- Muse agent success is climbing app charts and helping lift the stock.What’s Behind Zuckerberg’s AI Optimism?; Is the Battle for White House Press Access Over? · Here's the Scoop · Sep 24
- Free Muse agent reaches billions of users and could lock them into its ecosystem.Why OpenAI and Anthropic should fear Meta Muse · Times Tech · Sep 24
- Muse agent reached top free app spot using first-party user data.The Week: Trump vs the Press, Meta’s AI Win, and the Turning Political Tide · The Prof G Pod with Scott Galloway · Sep 25
- Host notes Muse lifted Meta's market cap and stock about 12% in a day.Personal Agents Will Unlock Cheap Drug Discovery | OpenAI · MTS · Sep 23
- Its personal agent announcement, Muse, reportedly lifted its stock about 10% or more.How HR 2030's Architecture Works & Amazing World of Personal AI Agents · The Josh Bersin Company · Sep 27
- Launched viral Muse agent, new hardware and camera-free glasses, with shares skyrocketing.Meta Unveils Muse Charm and Gemini Can Call for You · The AI Engineer Podcast · Sep 24
- Strong AI agent push and VR glasses; chart shows steep uptrend, though pulling back today.The Big 3: AMD, USDE, META · Schwab Network · Sep 25
- Muse launch is seen as a major consumer AI step after earlier missteps.Meta’s new Muse AI agent gives investors the warm-'n-fuzzies · Marketplace All-in-One · Sep 25
- Its AI agents rallied the stock, supporting the broader AI trade.What Strong Growth Means for the Fed and Markets · This Week in Business · Sep 25
- Shares surged over 11% on strong demand for its new Muse AI chatbot.A new Muse inspires equity markets · Moving Markets · Sep 22
- Host praises its Muse Spark product as a free, useful alternative.Anthropic Releases Opus 5.5, OpenAI Unveils New Models · The AI Engineer Podcast · Sep 22
- Announced a local engagement fund for data center communities, supporting continued buildout.The Unexpected Investment Case for AI Safety · Thoughts on the Market · Sep 23
- Muse agent launch drove stock gains and fast downloads despite privacy criticism.Daily Digest Sep 24: AI Used 7-Year-Old Data in Bombing of Iran School, White House Reviews Tokenization of Real-World Assets · Peak Prosperity · Sep 24
- Rose 12% in a day and drove communication services and tech sector gains.Update on a setup from Friday 🎧 #757 (Sep 21) · Not Your Advisor · Sep 21
Bearish 16
- Reports that Meta contractors reviewed intimate smart-glasses footage for AI training, raising privacy concerns.Alex Jones Exposes The Elite’s Master Plan | FILE_19 | Mystery Boys · Mystery Boys w/ Kurt Metzger & Duncan Trussell · Sep 25
- Muse agent pushes users to share sensitive data for model training.AI #187: Coming Into Play · Don't Worry About the Vase Podcast · Sep 24
- Hosts argue data center costs hurt nearby homeowners and that Meta may face serious risks.380. RTX 6090 Launch Leak, AMD RDNA5 and PS6 Neural Ray Tracing, Nvidia AI Desperation · Broken Silicon · Sep 22
- Named among big labs that should deprioritize recursive self-improvement.How Over 700 OpenAI Agents Went Rogue and Hacked Another Company | Daniel Kokotajlo · American Thought Leaders · Sep 25
- Hosts doubt its Muse glasses and charm devices and question its privacy and data practices.Trump TV, Meta’s Muse Charm, and Xi in D.C. · Pivot · Sep 25
- Hosts distrust its identity verification and personal-data use through Muse.Episode #108: Cybersecurity vs. Existential Risk: What Anthropic Won't Tell You in Their IPO · Stewart Squared · Sep 24
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- Heavy AI infrastructure spending may be unsustainable and could pressure free cash flow.From Cartoon Apes to Reddit Mania: Why Crowds Lose Their Minds With Money · The Acquirers Podcast · Sep 24
- Its smart glasses have generated privacy backlash that spills over onto the industry.Can CEO John Ternus find Apple's next big thing? · Decoder with Nilay Patel · Sep 21
- Track record of privacy fines makes hosts distrust giving Muse access to personal financial data.September 25th, 2026 | Higher Rates Hurt Private Debt, Siri AI Obsolete? Trust Facebook With Your Data? GLP 1 Lawsuits, Bank Charters Exploding, Why I Fear AI, Portfolio Too Conservative? & More · Smart Investing with Brent & Chase Wilsey · Sep 26
- Reportedly pulled out of a Kenyan labeling vendor after an exposé, leaving over 1400 jobless.What’s really behind AI ‘super intelligence’ · Blood in the Machine · Sep 25
- Its major apps remain blocked in China and it keeps seeking re-entry on China's terms.The real reason why Trump invited China's President Xi to Washington · Geopolitical Economy Report · Sep 25
- Off-balance-sheet SPV financing for data centers and brand-disrupting Muse agent raise concerns.The Enron-Era Tricks Are Back in AI: How These Companies Are Hiding Their Debt | The Weekly Wrap · The Real Eisman Playbook · Sep 25
- Large debt-financed Louisiana data center with complex leases and guarantees raises risk concerns.What’s at stake in AI’s trillion-dollar gamble · MIT Technology Review Narrated · Sep 23
- Host skeptical of new AI device and sees core ad growth facing limits, forcing business pivots.This is nuts - when's the intervention? · Saxo Market Call · Sep 24
- Its Muse shopping agent is blocked by Amazon, limiting its reach.#557 - Amazon Accelerate Announcements + Get Your Amazon Payouts Daily | Weekly Buzz 9/24/26 · AM/PM Podcast · Sep 25
- Named among labs touched by the autonomous agent breach cascade.Tech and AI Daily — Saturday, September 26, 2026 · My Daily AI & Markets Briefing · Sep 26
Mixed 40
- Muse agent uses human concierge testing, raising questions about scalability and data gains.Harvey's Margin Whiplash, Human Powered Agents, McLaren Rebrand, Insects > Humans? | Ben Thompson, Gagan Biyani, Alex Ratner, Peter Kalogiannis, Daniel Petkevich · TBPN · Sep 22
- Launched a personal shopping agent that was then blocked by Amazon.AI:AM: What If It Works Too Well? Colluding Agents, $200M Safety Orgs, Virtual Cells Saturate at 2% · The Cognitive Revolution · Sep 27
- Muse agent and new glasses show product strength, but privacy reputation remains a serious problem.Phones don't have lights · The Vergecast · Sep 25
- Strong ad engine and optionality offset heavy capex, lawsuit exposure, and uncertain new platform bets.TIP848: Meta (META): What the Market Misses? w/ Daniel Mahncke & Shawn O'Malley · The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · Sep 24
- Its Muse agent is praised as well designed but trust barriers remain.Inside the Race for AI Compute, Why AI Labs Must Slow Down & Ex-OpenAI Researcher on RSI · The Information's TITV · Sep 24
- Its Muse assistant is top of the App Store but faces Amazon's blocking and privacy concerns.Trump’s Press Crackdown, Paramount Settles, and Anthropic’s $2 Trillion IPO · Pivot · Sep 22
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- Muse agent blocked on Amazon despite partnership; teen safety criticism at summit.Elon's New Hyperloop, Trump's AI Rename, and a Model That Won't Talk | E2340 · This Week in Startups · Sep 21
- Meta's smart glasses raise privacy concerns and regulatory probes, while it pushes agentic AI features.DHUnplugged #819: Counterfactualzzzz · DHUnplugged Podcast · Sep 23
- Muse app pushed to 3.5 billion users could drive transaction take-rate revenue.Meta Muse Winners and Losers; Google's Risk; Zeta Global and Adobe $ZETA $ADBE · Chit Chat Stocks · Sep 25
- Its new agent app topped the iOS free chart, signaling intensifying AI price competition.Fareed Zakaria on America’s Retreat from the World · The Prof G Pod with Scott Galloway · Sep 24
- Its Muse agent is praised by users but faces Amazon blocking it from shopping.Amazon Blocks Meta's Muse · The Daily AI Show · Sep 22
- Its Muse agent was blocked by Amazon, though its stock rose 11% the next day.Live show: Amazon, Meta and the fight over the future of AI; Plus, is Seattle still the place to build? · GeekWire · Sep 26
- Strong AI assistant and monetization potential, but past social-media safety problems.Bitcoin & Sports Teams Are The Best Hedge Against Inflation | Chris Kelly · The Pomp Podcast · Sep 23
- Revenue grew strongly but stock stalled; heavy AI capex could impair returns.AI Is Turning Big Tech Into a Commodity Business · Know Your Risk Podcast · Sep 22
- Cited as a hyperscaler issuing large debt to fund AI capex, with cheap-capital questions raised.Amanda Lynam, Chief Credit Strategist in Global Investment Research, Goldman Sachs · Alpha Exchange · Sep 23
- Muse AI agent launch seen as disruptive to banks, but boosts cloud demand for Twilio-like peers.10AM Hour: Akamai CEO, Trump-Xi Updates, and AI Banks Risks 9/25/26 · Squawk on the Street · Sep 25
- Consumer AI app Muse is popular but the company has bet heavily on AI with uncertain payoff.9AM HOUR: Stocks Rally As Oil Retreats, Huang Slams AI "Doomsday Narratives," Paramount and WBD Surge 9/21/26 · Squawk on the Street · Sep 21
- Meta Lab store expansion is positive, but hosts question product readiness and public perception.Walmart+ Fuels Up, Costco Goes On-Demand & Toys R Is Back (Again) | Fast Five · Omni Talk Retail · Sep 23
- Shares surged on Muse hardware and AI agent, but hardware revenue impact questioned.Meta’s Rally Keeps Rocking… And A Major AI Safety Warning 9/24/26 · CNBC's "Fast Money" · Sep 24
- Muse agent lifted shares strongly this month, though they fell sharply today.Closing Bell Overtime: Rising Yields Test the Market 9/25/26 · Closing Bell · Sep 25
- AI capex starting to monetize via ad growth, but competes with Apple and lacks its own frontier LLM.Power Lunch 9/25/26 · Power Lunch · Sep 25
- Named among big tech companies heavily exposed to the AI trade.We Are Betting The Entire U.S. Economy On AI · The Minority Mindset Show · Sep 24
- Mentioned as a hyperscaler and a major source of Irish employment and tax.The Ed Sheeranisation of Irish Economic Policy · The David McWilliams Podcast · Sep 22
- Speaker says policy has blocked Meta and others from issuing currencies, limiting competition.Money in the Age of Intelligence | Freedom Tech DC 2026 · Bitcoin Policy Institute · Sep 26
- Muse AI agent adoption pressured bank and brokerage stocks, a sign of disruption.Socialism Vs. Capitalism & Diesel Exports 9/23/26 · Squawk Pod · Sep 23
- Muse agent is a hit app but raises privacy concerns and threatens consumer-inertia industries.S15 EP171: Hour 3 - Meta's Muse AI Agent Spooks Amazon · The Erick Erickson Show · Sep 23
- Costly AI pivot to closed Muse models shows promise but faces security, privacy, and benchmark weaknesses.Meta's 1.4 billion dollar Muse overhaul · Elon Musk Podcast · Sep 25
- Human contractors handling Muse calls may be a temporary workaround that also generates training data.Harvey’s Margins, Are Insects Worth More Than Humans?, Meta Tests Human Help for Muse | Diet TBPN · TBPN · Sep 22
- Launched a camera-free smart glasses version after privacy backlash over the camera model.How Did OpenAI Hack An Australian Government Website? · Newscast · Sep 24
- Launching many new glasses and VR products, but facing heavy privacy backlash over camera wearables.Meta and Snap battle for your face · The Vergecast · Sep 24
- Muse launch seen as an early hit, but privacy, teen safety, and data center controversies weigh on it.I have some questions for Mark Zuckerberg · Decoder with Nilay Patel · Sep 24
- Rebounded sharply from lagging the market, though still trailing the index.The AI Economy: Separating Fact From Hype · What's Next For Markets · Sep 27
- Muse drove a sharp stock jump, but hosts view the move as possibly premature.Musings About the Agentic Future · Motley Fool Hidden Gems Investing · Sep 23
- Muse agent drew 2.8 million downloads, boosting its distribution, but pressures other consumer stocks.Market View: The Trillion-Dollar AI Spending Boom: Who Wins, Who Gets Disrupted? · Live Well with Michelle · Sep 24
- Strong ad revenue and user base offset heavy capex, uncertain Muse monetization, and litigation risk.Meta Muse: The AI Agent Era Has Arrived! · Chip Stock Investor Podcast · Sep 25
- LeCun disputed safety criticism while Meta's Muse agent was blocked from Amazon.com.Trump, Ng and LeCun All Attacked the Same Motive · The Context Report: Today in AI · Sep 21
- Muse is growing fast, but reports that humans answered customer calls drew backlash.OpenAI Anthropic Meta Google and X All Dropped Major Releases in the Same Week (AI News) · In A(i) Nutshell · Sep 25
- Launched Muse agent drawing Amazon's blockade; also faces French smart glasses probe.Amazon Slams the door on Meta's Muse AI Agent · Cybersecurity Today · Sep 23
- Named as an investor in AI companies that are increasingly too big to fail.Anthropic Is Accused of Faking the AI Panic · Valuetainment · Sep 24
- Launched VR glasses and Muse, but Muse showed serious security weaknesses.Microsoft Kills Copilot+ PCs, Meta's VR Glasses and Muse Charm, Google Tests Gemini Phone Calls + more! · TechLinked · Sep 26
Neutral 24
- Named as the rival product target in the Microsoft agent comparison.4 Tech Arguments (Number 3 Will Shock You), Mansion Section, John Arnold Joins | Viswa Colluru, Jake Adler, Adam Korsunsky · TBPN · Sep 25
- Muse assistant and new smart glasses and VR headset described as consumer products.My new favorite AI assistant, tech support scams & Apple’s foldable (193, September 26, 2026) · Rich On Tech · Sep 27
- Mentioned as a once-viable open-model player whose position has weakened.Will AI Really Kill Us All? | Harper Reed & John Borthwick · Hidden Forces · Sep 21
- Creator hub and GA integration updates, with no clear financial lean.Is the Saying Now “Do Pay the Messenger”? Google Says Maybe With AI Contribution Pilot · Marketing O'Clock - Digital Marketing News · Sep 21
- Releases open-weight models that it can monetize through its other platforms.Sebastian Mallaby on Artificial Intelligence, Railroads, and Transformative Changes · Backtest · Sep 25
- Mentioned only as an earlier maker of smart glasses.#11. Jak technologia tworzy wartość dla człowieka - Olaf Krynicki · Salto Talks · Sep 25
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- Referenced via the Supreme Court Facebook v. Duguid ruling on autodialers and consent.AI in Debt Collection: Opportunities, Risks, and the Importance of Data Governance · Consumer Finance Monitor · Sep 24
- Facebook cited as an example of tech companies outweighing nations.President Alexander Stubb: A Changing World Order, Democracies Facing AI, and Golfing with Trump · In Good Company with Nicolai Tangen · Sep 23
- Mentioned as losing a respected AI figure to Anthropic.CxC Ep41: Is “AI Doom” Genuine Fear or Good Marketing? - with Benjamin Rogojan & Phil Sparks · Code and Connor · Sep 23
- Mentioned through the Facebook founding story as an example of an early opportunity.Why a16z is Building a New School for the AI Era | Ben Horowitz · The a16z Show · Sep 22
- Its personal agent Muse is noted as moving toward natural-language interfaces, with privacy concerns left aside.AI News for Mid-September 2026 · The Enterprise AI Show · Sep 21
- Referenced for publishing a vision manifesto on AI's future.Rise of the Comm Professional in the Era of AI| Angela Lapré · Bridging the Gap Podcast · Sep 24
- Announced a handheld AI agent device and VR glasses, with no pricing or ship details yet.#118 - Microsoft Copilot Super App, GPT-6 Sol, Claude Opus 5.5, ChatGPT Ads, AI at UN SC & more · The AI Files · Sep 26
- Its Llama open-weight release and Muse agent sandboxing are cited as examples.AI Safety Doomerism: Is Dario Amodei Right to Fear the Future of AI? · Business Bubble · Sep 24
- Mentioned as the competitor whose Muse product Microsoft is targeting.Microsoft to Take On Muse, Trump & Xi Dinner, The Mansion Section | Diet TBPN · TBPN · Sep 25
- Its IPO is cited as a turning point that drew money and ended the earlier tech culture.The EA Panic Is Overblown | Noah Smith · MTS · Sep 24
- Reportedly developing camera-free smart glasses after privacy problems with its camera models.Taser drones in schools: Axon’s plan to stop school shootings · Click Here · Sep 22
- Its Ray-Ban smart glasses are powered by Snapdragon chips, mentioned as a successful example.Why your phone still isn't the ultimate AI assistant · The Deep View: Conversations · Sep 27
- Mentioned as planning multi-gigawatt data centers that drive chip demand.Why Broadcom Has Been My Best Buy for 3 Months in a Row · The 7investing Podcast · Sep 25
- Mentioned as having released a new AI model called Muse.Why Human Connection Will Become a Luxury | Nirav Tolia · MTS · Sep 21
- Named as a founding partner and hiring partner for the academy's co-op program.a16z Launches New School in SF | Gagan Biyani & Erik Torenberg · MTS · Sep 23
- Launched camera-free audio smart glasses at $349 with built-in Meta AI.Tech Talk — September 24, 2026 · Tech Talk · Sep 24
- Mentioned briefly as another example of trying to call a bottom.4 Steps to Avoid Buying a Stock Too Early — Using AMD · How to Trade Stocks and Options Podcast with OVTLYR Live · Sep 22
- Its Muse AI agent is cited as reinforcing expectations for greater CPU demand.The Big 3: AMD, INTC, ARM · Schwab Network · Sep 21
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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