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Thompson Says Meta's Muse Signals Pressure On Frontier Labs
Ben Thompson argues Meta's Muse personal agent, built on the Muse Spark 1.3 model that is not state of the art, shows that a sticky personal agent can matter more than raw model capability. Fireside Alpha shares his analysis along with Adam Mosseri's comments on Instagram's ad recommendations.
Original post · 1 min read
Ben Thompson calls Meta's Muse a bearish signal for the frontier labs, because a not-state-of-the-art model now makes a product stickier than any chatbot
"The key for the frontier labs, then, is to build those user touchpoints while they have superior capabilities."
"However, this is where Meta's recent launch of Muse is a bearish signal. Muse is, by a significant margin, the best and most approachable personal agent product I have tried."
"Meta deserves a tremendous amount of credit for the product work they have put in, as well as the massive infrastructure commitment entailed in providing users with a very capable virtual machine for free."
"Oh, and of course they deserve credit for the Muse Spark model undergirding Muse."
"That noted, Muse Spark 1.3, the most advanced Meta model, is still not state-of-the-art, and that is the bearish signal: it is good enough for a very good personal agent product, and critically, a personal agent is much stickier than a chatbot."
"Once you have put all of your information into a personal agent and actually incorporated it into your day-to-day life, it is much more of a challenge to change to something else."
"The key for the frontier labs, then, is to build those user touchpoints while they have superior capabilities."
"However, this is where Meta's recent launch of Muse is a bearish signal. Muse is, by a significant margin, the best and most approachable personal agent product I have tried."
"Meta deserves a tremendous amount of credit for the product work they have put in, as well as the massive infrastructure commitment entailed in providing users with a very capable virtual machine for free."
"Oh, and of course they deserve credit for the Muse Spark model undergirding Muse."
"That noted, Muse Spark 1.3, the most advanced Meta model, is still not state-of-the-art, and that is the bearish signal: it is good enough for a very good personal agent product, and critically, a personal agent is much stickier than a chatbot."
"Once you have put all of your information into a personal agent and actually incorporated it into your day-to-day life, it is much more of a challenge to change to something else."
Fireside Alpha @firesidealphaTruly underrated on how $META's ad recommendation system is *just* starting to get as good as people have long assumed, even in light of Muse traction
Head of IG, Adam Mosseri: "I think a misconception historically is, until recently, we don't really know as much about you as you think."
"We were just like, oh, you liked these photos, these people also liked those same photos, and they like these other photos, so you might like those other photos."
"That's kind of how — I'm oversimplifying, but that's kind of how it worked."
"Now, only now are we actually getting as sophisticated as I thin…
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