Meta's Muse business should ultimately generate more revenue because its model differs from consumer apps and has less friction; it should see significant revenue growth, and its cost model differs since Meta can manage it itself rather than relying on VC-backed tokens.

Today we get an update on Meta's company status. It will announce its quarterly results after the market closes . Let's review what Wall Street expects. We are looking at revenues exceeding $63 billion. Earnings per share are expected to reach $3.45.

Well, I think the first thing I thought about when they released it was that it was a response to some critics. When Mark brought the team and Alex to lead that mission, I think you saw headlines saying, "Wow , that's a very large number for a very small number of people."

And look at the initial reaction to the stock price. So, as you know, they have multiplied this investment approximately 13 times.

Therefore, I think when you think of Muse as a business for Meta, it's a different business model than what you see in other consumer-oriented apps. Therefore, I think it will be a very strong indicator and there will be less friction, which should ultimately generate more revenue for Meta .

I think you will see significant revenue growth from it . I think the cost model is different as well. As you know, right now, a lot of leading consumer-oriented technologies are backed by venture capital firms and large growth-stage companies, and this is different because this is something Meta can manage on its own, not something where tokens are backed by venture capital firms.