May. 13 at 3:46 PM
The market is underestimating Meta Platforms (
$META) and its AI strategy. Since launching Muse Spark,
$META’s AI app has ranked alongside OpenAI, Anthropic, and Alphabet Inc. (
$GOOGL)’s Gemini in top downloads, even though Muse Spark itself is not state-of-the-art.
The key reason is META’s unmatched distribution advantage.
If META eventually delivers state-of-the-art models, its access to talent, data, and compute could become a major catalyst.
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