Ben Thompson: Meta's Muse Is a Bearish Signal for Frontier Labs

vaibhavbetter · x · 2026-09-22

Ben Thompson argues Meta's Muse is a bearish signal for frontier labs: a non-state-of-the-art model now makes a stickier product than any chatbot. He calls Muse the best, most approachable personal agent he has tried, crediting Meta's product work and free virtual machine infrastructure. The key for frontier labs is building user touchpoints while their capabilities are superior — otherwise the best surface, not the best model, wins.

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