Meta’s (META) latest artificial intelligence (AI) experiment is moving the chatbot conversations into a very different territory. Launched recently, Muse is the company’s personal AI agent designed to work in the background and handle tasks for users, rather than simply answer questions. From browsing the web and shopping to booking travel, managing calendars, and handling payments, Muse is built around the idea of AI taking action on a user’s behalf. It is also available through Meta-owned WhatsApp, giving it another massive channel for adoption.
That shift has caught Wall Street’s attention. Morgan Stanley’s analyst Elizabeth Porter believes the growing popularity of consumer AI assistants could create a new wave of demand for the software and communications infrastructure behind them. In her view, Twilio (TWLO) could benefit as AI agents generate more calls, messages, and other interactions, while Wix.com (WIX) could gain as businesses increasingly use their online infrastructure to support transactions and AI-driven customer engagement.
