@stocktalkweekly cleanly lays out the points for $META that I've been trying to convey. Muse has a good enough model and can run inference relatively cheap at scale. That's sufficient but not how it wins. The winning factor is that Muse has the best distribution network to demographics that have alot of money and free time that other enterprises and frontier labs cannot easily tap into. Moreover, while it's clear that Metaverse and Threads are flops, Muse is a huge hit. it's still early early in the game, but anybody paying attention to what boomers are saying about Muse knows that Muse for boomers, single adults, moms, etc is what Opus 4.6 was to software engineers.
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