Meta's Muse seen as first real platform shift, M&A wave predicted in apps and compute
soleio · x · 2026-09-23
mhdempsey revisits leaked Zuck emails on acquiring Unity: Meta's refusal to miss another platform shift explains its seemingly reckless AR/VR capex. He argues Muse gives Meta its first genuine shot at a new platform shift, potentially boosting Meta glasses as a next hardware platform once tied to an assistant product. He predicts an M&A wave, likely at the application and compute layers, as Meta battles Google and OpenAI.
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