Why I Don't Think Meta's AI Strategy Will Be Successful

A commentary piece argues that Meta’s personal AI agent “Muse,” launched last month, may not deliver durable growth despite improving sentiment and lifting the company’s stock to around 12% up since January. The author frames the problem as trust: AI agents can help draft emails, book dinners, plan travel and shop online, but that requires users to let the agent act on their behalf and potentially access sensitive data. The piece points to Meta’s privacy track record, including multiple privacy-related lawsuits and a recently agreed $18 billion settlement over allegations that its apps harmed children. It also notes valuation concerns, citing a P/E of 28 versus 23 for the S&P 500, and mentions metaverse costs.