Meta’s Muse Agent Has Wall Street Divided on Its AI Potential

Meta’s Muse Agent Has Wall Street Divided on Its AI Potential

Meta's new Muse AI agent boosted shares and app downloads, but analysts at J.P. Morgan, Mizuho, and Oppenheimer disagree on its adoption and monetization potential.

Analyst: Meta Needs Just 115 Million Users to Ignite a $28 Billion AI Gold Rush -- But It's Not Likely to Happen

Oppenheimer's top internet analyst ran the numbers on Meta's AI subscription push and walked away skeptical, raising a pointed question about whether Muse can ever justify the valuation premium Wall Street is quietly pricing in.

Analyst: Meta needs 115M Muse subscribers to unlock $28B AI revenue

Meta's Muse faces challenges in achieving AI revenue goals due to consumer trust issues and strong competition, impacting its growth potential.

Analyst: Meta Needs Just 115 Million Users to Ignite a $28 Billion AI Gold Rush — But It’s Not Likely to Happen

The post Analyst: Meta Needs Just 115 Million Users to Ignite a $28 Billion AI Gold Rush — But It’s Not Likely to Happen appeared first on 24/7 Wall St.. Jason Helfstein, Oppenheimer’s Managing Director and Senior Analyst covering the Internet sector, laid out a striking scenario in a September…