Even if Anthropic of OpenAI come out with better agents than Muse, I doubt they'll have enough impact to overcome people's desire for simplicity.

Do you think people will pause their Instagram doomscrolling to jump into Claude's app? Will people stop a WhatsApp conversation to open up a ChatGPT agent? I genuinely don't see it...(unless Ant/OAI agents are some kind of black magic).

Why wouldn't you just simply use Muse which is embedded inside the Meta apps already and can get your job done do a decent/good level? For better or worse, Meta are the absolute kings of this "usability" stuff.

Right now, I think what matters most for these companies is to get AI agents into the hands of the masses - it's important to remember that many people haven't even tried using AI yet.

So instead of monetization, I fully expect Muse's more important milestones to be around adoption/retention, plus more expansion in third-party commerce/payments integrations. This will then broaden out the workflows consumers entrust Muse with which will keep the Meta flywheel spinning.