In late September and early October 2026, Meta Platforms launched its Muse Enterprise Platform and frontier Muse Wonder AI models, while reshaping regional leadership and partnerships in Southeast Asia to push AI services to consumers and businesses. The article argues this could turn Meta's AI technology into a broad, multi-channel business platform beyond social media ads, as enterprises gain access to Muse agents, APIs and code. It cautions that rising AI-driven costs could still outpace monetization. The article's narrative projects revenue of $387.4 billion and earnings of $115.5 billion by 2029, up from $68.1 billion in earnings today, with a fair value of $793.91, a 7% upside to the current price. The most pessimistic analysts assume revenue of $365.4 billion and earnings of $90.1 billion by 2029.
Summary written by Upside AI from the original article. Read the source for full details.
Original headline: Will Meta’s Muse AI Platform Push Change Meta Platforms' (META) Core Investment Narrative?
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