Meta Muse: The AI Agent Era Has Arrived!

Meta Muse could add real revenue diversification, but at $740/share the market is already pricing 16% five-year EPS growth as a near-certainty.

• Ad dependence persists: Of Meta's ~$60B quarterly Family of Apps revenue, about $59B still comes from advertising; Reality Labs adds only ~$430M/quarter while burning billions.
• Muse as personal aggregator: Meta Muse runs on Meta's own data-center infrastructure and acts like a personalized aggregator (e.g., automated price/flight comparisons) that can read email/context to complete tasks.

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