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.
More from Companies & People
- Investor visits Beijing and Shanghai AI labs: China's labs are far less coordinated than US framing suggests — Dan_Jeffries1 · 2026-09-23
- Mathematician Elliot Glazer debunks AI math rumors: Anthropic Millennium Problem claim 'almost certainly false' — burny_tech · 2026-09-23
- OpenAI and Anthropic Launching Models Same Day Is Peak Game Theory, Says Paras Chopra — paraschopra · 2026-09-23
- Nokia Signs Four Cloud Data Deals in 90 Days, But Its AI-RAN Bet Rests on One Chipmaker — shashib · 2026-09-23
- AsideAI hiring engineers at $160k-$300k plus equity to build agent harness from scratch — brandon_galang · 2026-09-23
- Sergey Karayev: Google 'took itself out of the coding agent game' — sergeykarayev · 2026-09-23