AI SignalAssistente pessoalidioma-enInglêsMuseyt-p9-pmosPsbA
Vídeo em Inglês, publicado pelo canal CNBC Television.
Video transcript
Transcript from available captions; it may contain errors.
problems, protecting life's brightest >> WELCOME BACK. META STOCK RALLYING YESTERDAY AS THE COMPANY'S NEW AI ASSISTANT MUSE GAINS POPULARITY. THAT'S AHEAD OF META CONNECT TOMORROW. AND THERE'S FOLLOW THROUGH TODAY WITH THE STOCK UP AGAIN. JULIA BOORSTIN JOINS US WITH MORE ON THIS STORY. IT'S BEEN A GOOD WEEK FOR META. >> JULIA YEAH. >> YEAH THAT'S RIGHT. SARAH META SHARES ABOUT. >> A 1%. >> HIGHER TODAY AFTER SURGING 11% YESTERDAY. THAT WAS ONE OF ITS BEST NON EARNINGS MOVES EVER ON BULLISHNESS OVER ITS MUSE AI AGENT WHICH HAD FASTER DOWNLOADS THAN CHATGPT IN ITS FIRST 12 DAYS. NOW THIS COMES AHEAD OF META CONNECT, WHERE TOMORROW AT 7 P.M. EASTERN, MARK ZUCKERBERG WILL DISCUSS HIS AI ROADMAP, ADDRESSING THE KEY INVESTOR QUESTION OF WHETHER META CAN CREATE THE DEFINITIVE CONSUMER AI SOFTWARE AND HARDWARE. PLUS, WE'RE LOOKING FOR MORE ON ITS PLANS TO MONETIZE THOSE AI INVESTMENTS. NOW, META IS EXPECTED TO ANNOUNCE A CAMERA FREE, LOWER COST VERSION OF ITS META RAY-BAN GLASSES ADDRESSING PRIVACY CONCERNS. WHILE A LOWER PRICE TAG COULD DRIVE ADOPTION OF THIS AI ENABLED HARDWARE. OTHER KEY NEWS TO WATCH FOR AT CONNECT, A ROADMAP FOR META'S SOPHISTICATED AUGMENTED REALITY GLASSES, ITS NEXT VIRTUAL REALITY HEADSET MODEL, UPDATES ON ITS NEXT FRONTIER LEVEL, WATERMELON LAUNCH AND OTHER POTENTIAL CORPORATE PARTNERSHIPS FOR MUSE AI, BUILDING ON ITS SHOPIFY DEAL TO ENABLE CHECKING OUT WITHIN THE APP. JP MORGAN WRITING QUOTE WHILE IT IS STILL EARLY, WE BELIEVE THAT MUSE HAS THE POTENTIAL TO BECOME THE MOST WIDELY USED CONSUMER AI APPLICATION SINCE CHATGPT. GOING ON TO SAY WE EXPECT MUSE TRANSACTIONS TO BE HANDLED THROUGH AGENT AGENT INTERACTIONS, THEN WE BELIEVE META WILL BE ABLE TO MONETIZE ON A TAKE RATE OR COMMISSION MODEL. BUT BANK OF AMERICA, WITH A BUY RATING WARNING THE MONETIZATION PATH FOR MUSE, INCLUDING ADS, SUBSCRIPTIONS, AND COMMISSIONS, SEEMS UNLIKELY TO BE MATERIAL BEFORE 2028. IN THE MEANTIME, ZUCKERBERG IS GOING TO BE TRYING TO DRAW DEVELOPERS TO BUILD TOOLS AND FEATURES FOR THAT MUSE ECOSYSTEM TO MAKE IT AS VALUABLE AS POSSIBLE FOR CONSUMERS AND THEN ULTIMATELY, FOR INVESTORS. SARAH. CARL. >> SO IS THE THINKING HERE, JULIA, THAT THIS IS THIS IS THE KILLER CONSUMER AI APP. >> THAT'S CERTAINLY MARK ZUCKERBERG'S HOPE HERE. THERE'S BEEN A LOT OF SPECULATION ABOUT HOW MUCH OF A PLAYER META REALLY CAN BE IN THIS AI ECOSYSTEM. BUT ONCE THEY LAUNCH MUSE AND YOU CAN SEE THE FACT THAT THEY ALREADY HAD THIS MASS ADOPTION OF ALL OF THEIR OTHER APPS AND COULD USE THAT TO DRIVE ADOPTION OF MUSE. THERE WAS THIS PERCEPTION IN THE PAST COUPLE DAYS THAT, HEY, LOOKING AT THESE DOWNLOAD NUMBERS WE'RE SEEING FOR THE MUSE APP, THE FACT THAT PEOPLE CAN INTERACT WITH IT THROUGH WHATSAPP, THEIR PROMPTS TO DOWNLOAD IT THROUGH INSTAGRAM, THEY MIGHT JUST HAVE THE REACH AND SCALE TO GET PEOPLE TO REALLY GET COMFORTABLE WITH USING AI IN A WAY THAT MAYBE THEY WOULDN'T BEFORE. THE QUESTION REALLY, I THINK, SARAH, THAT'S GOING TO BE KEY TO WATCH HERE IS ABOUT TRUST. DO YOU TRUST META NOT JUST TO GET YOU ANSWERS, BUT ACTUALLY TO ACT AS AN AGENT? AND HAS IT HAVE ITS MUSE, MUSE, AGENT DO THINGS FOR YOU OR MAKE PURCHASES FOR YOU? AND THAT'S WHERE THINGS LIKE THE SHOPIFY PARTNERSHIP COME IN TO ENABLE THAT KIND OF TRUST WHEN IT COMES TO THINGS LIKE TRANSACTIONS AND CREDIT CARDS. >> I'LL TELL YOU WHAT'S REALLY I MEAN, AMONG THE BIGGEST LOSERS TODAY, JULIA, ARE BROKERS SCHWAB AMERIPRISE EXPEDIA INTO IT. I MEAN, THOSE ARE BUSINESSES THAT OSTENSIBLY COULD BE DISRUPTED IF PEOPLE START ADOPTING MUSE OR SOMETHING LIKE IT IN MASS. >> YEAH. THERE'S THIS QUESTION ABOUT WHO WILL AGENTS HURT, RIGHT. IF YOU CAN USE AN AGENT TO GO THROUGH YOUR CREDIT CARD BILLS AND FIGURE OUT WHAT SUBSCRIPTIONS MAYBE YOU'RE PAYING FOR, WHAT MONTHLY THINGS YOU'RE PAYING FOR THAT MAYBE YOU DON'T NEED, MAYBE YOU COULD GET MUSE TO UNSUBSCRIBE FOR YOU. I THINK THE'S A LOT OF QUESTION ASKING HERE ABOUT WHICH COMPANIES ARE GOING TO SUFFER FROM THIS. EXPEDIA YOU MENTIONED, COULD YOU ASK MUSE TO TO PLAN A TRIP FOR YOU OR FIND THE BEST DEAL ON A HOTEL? THAT'S WHERE THIS AGENTIC PIECE OF THIS COMES IN AND COULD HAVE MUCH BROADER IMPACT THAN JUST DI
Assuntos: Assistente pessoal, Muse. Publicado no YouTube em 2026-09-22.
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About Muse connectors and Muse for Mac
Connectors link Muse, Meta's personal AI agent, to outside services. Meta says Muse launched with dozens of partners and access to the entire Shopify catalogue, and at Meta Connect 2026, on September 23, 2026, it announced Walmart, Best Buy, American Eagle Outfitters, DICK'S Sporting Goods, Fanatics, Gap, Michael Kors, Sephora, Ulta and Wayfair, plus Shop Pay and PayPal for payments. Expedia was announced as coming soon, along with Instacart for groceries and Notion, Granola, GitHub and Box for work.
Muse for Mac is the desktop version of the agent, which Meta says can manage messages, find old files and help with work. At the same event Meta made computer use available in Muse for Mac: with the user's permission, Muse can drive any app on the Mac and keep working on queued tasks while the user is away.
Fact sheet
Agent: Muse (Meta)
Launch catalogue: Dozens of partners and the Shopify catalogue
Shopping connectors announced: Walmart, Best Buy, American Eagle Outfitters, DICK'S Sporting Goods, Fanatics, Gap, Michael Kors, Sephora, Ulta, Wayfair
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