Meta Could Win Personal AI Agents, Microsoft the Enterprise — Distribution Still Decides

RihardJarc · x · 2026-09-25

The author sketches a plausible endgame where Meta wins the personal AI agent market (Muse) and Microsoft wins enterprise agents (Autopilot), with the two assistants collaborating across private and work contexts. The core thesis: distribution was decisive pre-AI and remains decisive in the AI era.

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