Meta Muse scores 4.88 across 40k ratings — analyst says product, distribution, price make it near-unbeatable
RihardJarc · x · 2026-09-24
Investor Rihard Jarc argues Meta's Muse will be hard to compete with, citing three strengths:
- Product: 40k ratings averaging 4.88, an unusually strong score
- Distribution: Meta owns the biggest ecosystem by far
- Price: massive spare infra capacity plus core-business profits to subsidize if needed
His takeaway: you compete on product, distribution, or price — and Meta is strong on all three.
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