💡
I was traveling most of last week in Europe, so am finally getting caught up. Will have some notes on my travels and conversations later this week.
What Happened
Meta's agentic AI app Muse entered the U.S. App Store’s top 20 on September 9 at No. 4. Nine days later, it was No. 1.
The unprecedented advance displaced ChatGPT, which had occupied the top position for most of the past year. Gemini, despite Google’s distribution, spent much of the period well below the leaders.
What It Means
Muse’s rise is a useful reminder that AI consumer products can gain share quickly, given buzz and distribution. Users can switch applications at negligible cost, while the underlying model intelligence is available to every serious competitor. The takeaway should be, in short, that there is, despite trillions in spending, minimal moat,