JPM ▲ +0.0% - JPMorgan Chase & Co.
$JPM on META “Meta continues to move towards superintelligence with Muse off to a strong start—quickly iterating, improving, and expanding—with the potential to bring an extremely capable personal agent to billions of users,” analyst Doug Anmuth said Thursday in a note. “While it is still early, we believe that Muse has the potential to become the most widely used consumer AI application since ChatGPT. “We view Connectors—and open APIs—as the first of many steps to bring businesses onto Muse,” Anmuth wrote. “As tens of millions, and then potentially hundreds of millions of businesses, ultimately have their own agents on Muse, we expect Muse engagements to be handled less through browsing or calling, and more through agent-to-agent interactions. Meta will then be able to monetize on a take-rate or commission model—or based on whatever the business’ objectives are—similar to how it monetizes in advertising today.”
24-SEP-2026 07:11 AM ET
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