AI Summary
5 min readMeta launched its new Muse AI assistant this week, and Apple unveiled its first foldable iPhone. On this episode of Motley Fool Hidden Gems Investing, the hosts debate whether either product will actually matter to investors.
Meta's Muse: The Right Product, the Wrong Company?
Meta’s new AI assistant, Muse, is described by the hosts as potentially the best-packaged consumer AI agent yet. Travis William, who downloaded it, found it immediately useful for a common pain point: he asked it to find the schedule for his kid's baseball game, and it pulled the data from his email and calendar perfectly. The app is designed to declutter digital life by connecting to a user’s email, calendar, and other services to act as a personal assistant.
However, the hosts are deeply skeptical about its long-term prospects. Lou Whiteman points to a critical friction: consumers, unlike enterprises, will not tolerate even a small barrier to entry. Giving a company access to your email and calendar is a significant hurdle, and doing so for Meta—a company already under scrutiny for its data practices—makes that hurdle even higher. “You're asking me to sign over my email account, sign over my calendar, sign over all of these things to a company that the trend over the last ten years is, do they know too much about me already?” Whiteman said.
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What you'll learn
- 1 (00:10) **Welcome and Meta's Muse App** - Travis William introduces the trio of Lou Whiteman and Jason Hall, starting with Meta's new AI app, Muse.
- 2 (06:56) **Meta's Business Model Challenge** - The panel debates how Meta can eventually make money from a consumer AI assistant.
- 3 (13:00) **Apple's New Foldable iPhone Duo** - The show shifts to Apple's announcement of a $2,000 foldable phone, the Duo.
- 4 (18:37) **Developer Challenges for Apple's Foldable** - A deeper look at the potential software and developer hurdles for the new phone.
- 5 (22:19) **Time Machine: Uber** - A trivia segment where the panel guesses how many rides Uber completed a decade ago versus today's 14.8 billion.
- 6 (24:23) **Time Machine: Disney Parks** - The panel guesses Disney's parks operating income a decade ago versus today's $10.8 billion.
- 7 (26:18) **Time Machine: NVIDIA Data Center** - The panel guesses NVIDIA's data center revenue in 2016 versus today's $278 billion.
+ Full timestamped outline available in the app
Guests on this episode
Show Notes
Meta unveiled the Muse app this week and it may be a turn in how consumers use AI. It’s a personal assistant that can read your email, update your calendar, and do tasks in the background. But will consumers care? Plus, Apple unveiled the new Duo phone and consumers feel the pressure from higher prices.
Travis Hoium, Lou Whiteman, and Jason Hall discuss:
- Meta Muse
- Consumer AI Adoption
- Apple Duo
- Time Machine
- Inflation Data
- Stocks On Our Radar
Companies discussed: Meta Platforms (META), Apple (AAPL), Alphabet (GOOG, GOOGL), TJX Companies (TJX), Howmet Aerospace (HWM), Tesla (TSLA), Disney (DIS), Uber (UBER), Costco (COST).
Host: Travis Hoium
Guests: Lou Whiteman, Jason Hall
Engineer: Bart Shannon
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