Why the Threads comparison misses the point about Meta's Muse agent product
brandon_galang · x · 2026-09-26
Responding to the common take that Muse will fade like Threads (the fastest-growing app ever), the author argues the analogy fails on structure.
- Threads was network-driven: it bootstrapped off Instagram's graph, but Instagram was never a discussion venue, so the mismatched network graph caused its rapid cooldown.
- Muse is effectively singleplayer: agents need connectors, code execution and memory, and Muse has all three where most competitors don't; Meta can also supply tokens at surplus.
- Switching costs around memory and setup are trivial, single-user problems — nothing like network effects — so Muse's viability shouldn't be judged by Threads' fate.
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