Shares of customer engagement platform Twilio (TWLO) are on a volatile ride on Wall Street following the buzz around Meta’s (META) Muse AI. While some on Wall Street see Muse as a potentially powerful catalyst for Twilio, others remain skeptical about how much the artificial intelligence (AI) agent could actually mean for the company’s growth, revenue, and competitive position. Launched recently, Muse is Meta’s personal AI agent designed to work in the background and take action on users’ behalf, rather than simply answer questions.
From browsing the web and shopping to booking travel, managing calendars, and handling payments, Muse is built around a future where AI agents can take care of everyday tasks for users. That could be significant for Twilio, which provides the communications infrastructure businesses rely on for messaging, voice calls, and authentication. The bullish thesis is straightforward. If millions of consumers begin relying on AI agents to interact with businesses, the resulting surge in texts, calls, booking confirmations, authentication requests, and follow-ups could drive more traffic through platforms like Twilio.
