《The AI Frenzy in Markets, As Understood by Two Value Investors》
Meta 广泛的消费者分发网络使其在推出 AI 智能体（如 Muse）时具备竞争优势，可通过免费访问实现，尽管存在与强制性高资本开支相关的风险。
这可能是一个隶属于Meta的代理。或者Muse，或者任何其他代理。尽管OpenAI昨天推出了她的代理，而且它似乎更专注于企业客户，这对Meta有利。
This might be The agent is affiliated with Meta. Or Muse, or any other agent. Although OpenAI launched Her agent yesterday, and it seems It focuses more on Corporate clients, which Good for Meta.
而且有趣的是，这也是假设的一部分，Meta的积极之处在于它拥有一个广泛面向消费者的分销网络，最后一个几乎不被任何其他公司拥有。所以它简直处于最佳位置，可以在市场上推出像Muse这样的产品并从中受益。
And from Interesting Also, that this was Part of the hypothesis The positive aspect of Meta is that It has a distribution network Widely available to consumers The final one is not owned by any Almost another company.
So it is simply in Best position to launch a product Like Muse in the market And to benefit from it.