What a lot of folks don’t understand is that the more users $META Muse is getting at the scale it is already (+5M downloads) the more feedback it is gathering to improve the product the bigger the moat is. The first mover advantage could be significant here, since coding (making the product better, fixing bugs) is actually something which AI can solve in a loop much faster than what we had in the pre-AI era of apps (feedback->fix/improve->repeat can now be a matter of minutes and used to be months).
View on X ↗