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Meta’s Muse and the potential risk to Apple’s services revenue

9to5Mac reports that Bank of America sees Meta’s new Muse AI agent as a sign that third-party AI agents could increasingly bypass Apple’s ecosystem.

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1 Source, 11d ago, first seen 11d ago

TLDR

Bank of America says Meta’s Muse highlights a potential threat to Apple’s services revenue: third-party AI agents could increasingly bypass Apple’s ecosystem, 9to5Mac reports.

Combined views

31.5K

1 Source, first seen 11d ago

54 likes3 comments15 saves1 reposts

Combined views

31.5K

1 Source, first seen 11d ago

54 likes3 comments15 saves1 reposts

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Related

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Meta’s Home Link giveaway accompanies the release, but the ready-made device only runs official firmware.

Line illustration of a round Muse device in front of small displays and an electronics board.
Meta's Muse may not need ads to make money

Techmeme, citing MBI Deep Dives, says Meta could focus on building trust first and possibly collect merchant transaction fees later.

1 Source

9to5Mac@9to5macBank of America says Meta’s Muse highlights a new risk for Apple’s services revenue https://9to5mac.com/2026/09/29/bank-of-america-says-metas-muse-highlights-a-new-risk-for-apples-services-revenue/ by @mvcmendes11d
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    1 Source

    9to5Mac@9to5macBank of America says Meta’s Muse highlights a new risk for Apple’s services revenue https://9to5mac.com/2026/09/29/bank-of-america-says-metas-muse-highlights-a-new-risk-for-apples-services-revenue/ by @mvcmendes11d
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