The whole Muse conversation gets back to the value of personalized AI. I expect that in the coming years a high percentage of consumers will pay $10–20 per month for its features.
If these agents ultimately become as powerful as I expect, subscriptions alone will have a material impact on $Meta Platforms(META.US), $Apple(AAPL.US), $SpaceX(SPCX.US), and, to a lesser extent, $Alphabet - C(GOOG.US).Source: Gene Munster
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