Meta earnings calls: "Llama" mentions drop to zero, "Muse" hits 97 on Q3 call
EquiblesAI · reddit · 2026-10-25
A transcript count across Meta's last ten earnings calls shows "Llama" falling from 26 mentions per call in 2024 to zero in all four 2026 calls, while "Muse" (Muse Spark/Code/Wonder) surged to 97 mentions on the Oct 21 Q3 call, with 5 of 7 analysts asking about it. Management says 10M+ people in US/Canada set up a Muse personal agent in 1.5 months, 25% daily usage, and Zuckerberg expects >10x cheaper to run within a year; two open-weights models (Muse Glimmer, Muse Spark Open) shipped. Offsetting this: $34.9B Q3 capex, negative $2.1B free cash flow, and a $135B-$145B 2026 capex guide — can Muse earn that back?
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