Zuck's 12-Year Search: Eight Failed Bets Since WhatsApp Before Muse Agent, Says Analyst

ZeYanjie · x · 2026-10-01

A retrospective argues Zuck found his "next big thing" only 12 years after WhatsApp: metaverse/VR, crypto, Portal, and workspace plays all failed, Reels/Threads were merely defensive, Llama went from open-source pride to embarrassment, Meta AI lost to ChatGPT, and glasses aren't big enough to redefine Meta—while the business stayed feed ads. The author sees the 2026 Muse agent as the real break: billion-user TAM with Meta leading, not following.

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