Meta: 'Agentic AI Is Having a ChatGPT Moment'

Meta's profitable ad engine lets it give away its Muse AI agent free, a cost structure rivals OpenAI and Anthropic can't match.

• Muse sparks a rerating: Meta stock rose ~40% in September (best month in 13 years) after Muse launched, pushing valuation from ~18x toward ~25x earnings.
• Core business still rocking: Meta has 3.6 billion daily active people (+3% YoY), Q2-era ad revenue ~$61B (+30% YoY), ad impressions +14% and price per ad +12%, driven by AI targeting.

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