The race to develop a widely adopted, highly capable digital assistant is a struggle to control the next popular technology platform. The companies poised for a heated showdown over AI agents also happen to be the two dominant digital advertising companies.
Meta (META), which reports quarterly results Tuesday, and Google (GOOG) are headed for a showdown with AI.
Last month, Meta’s Muse burst onto the scene, delivering the first popular AI agent for normies, and has just hit a download milestone. Muse’s early success, both in terms of downloads and praise, hints at a world in which more and more people rely on their digital assistants to get work done and manage their daily routines.
But even though billions of people are connected to Meta’s social networks – Facebook, Instagram and WhatsApp – users don’t rely on Meta in the same way that Google and Apple (AAPL) do.
More cautious technology users might wait for the first wave of early adopters to find bugs and fix problems. Historically, the trust that comes with protecting email, calendars, and wallets has not been the purview of Meta. Better to expect whatever consumer-focused agent the iPhone maker or Gmail company has in store. Learn more.
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