Meta Opportunities & Google's Threat

DoitDuit Meetup: Cant wait to see you all on 17 October 2026 (2pm-3pm) @ Tsutaya Pavilion Bukit Jalil! We invited Thomas Chua, the author of Lunch Break Investor (our top 3 investing book) to have a book talk, and discuss about stock investing. Entrance is free and we will giveaway 2 books on that day 😊

Since the launch of Meta Muse AI Agent, it has top the App Store download since 18 Sep 2026. Meta +25% share price jump since launching Muse seems to validate that users & investors are satisfied with Muse capabilities.

ChatGPT immediately followed suite, launching their own personal AI Agent, Dot inside the ChatGPT app. I feel like OpenAI has made things very complicated for users, to have ChatGPT Chat, Work, Codex, Dots all in one app, with each of them having their own chat interface.

In my previous article, I shared that with the rise of AI Agent, Amazon has immediately blocked Muse to protect its search-based business. Today, let’s explore this topic further:

• How Meta can monetise Muse without collecting your data for ads;

• The potential of discovery ads and commerce; and

• How the rise of AI Agent will increase inflation.

But before that, let’s look at the updated chart for this comparison between AI boom vs Dotcom bubble, showing the NASDAQ100 price movement starting from when the boom started.

Although history will not repeat, but it often rhymes, because human nature rarely change. Based on history, a correction might happen soon.

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