Meta's consumer channel gives it the edge: his 10-year-old knows Muse, not Gemini
gregmushen · x · 2026-10-13
gregmushen argues Meta will "absolutely win" the consumer AI race because owning the consumer relationship keeps CAC substantially lower. Google only has a bridge to consumers via search, its productivity apps don't onboard users well to new apps, and pushing AI search too hard could cannibalize PPC revenue. His proof point: his 10-year-old daughter already knows about Meta's Muse from ubiquitous ads — and likely won't hear about Gemini for a long time.
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