Starting tomorrow, 20 million seniors on medicare will receive checks over $100 each… a lot of seniors in Texas.
Jacob Coxon: “Right now, if we just stopped, they would try and catch up. But I think one really important thing people don’t realize is that China already has spies at OpenAI and Anthropic. China has the ability to hack at any time. If we pull ahead, that doesn’t give us a big lead. They can just step in, steal our progress at any time and catch up.”
Patrick Bet-David: “How certain are you that they already have spies there?”
Jacob Coxon: “Ninety percent. Yeah, it’s almost certain that they have spies.”
Meta is pitching Muse as a personal AI agent that can shop for you, negotiate bills, cancel subscriptions, find refunds, and make purchases.
That sounds genuinely useful—but it also creates an interesting conflict.
A good personal agent should help me spend less, ignore marketing, compare products objectively, and avoid things I don’t need. Meta, meanwhile, makes most of its money by helping advertisers influence what people discover and buy.
Meta says Muse conversations and data stored in its secure VM won’t be shared with its advertising systems. It is also offering paid subscription tiers, which could give the company a business model that is more directly aligned with users.
But if Muse becomes the interface between consumers and the internet, the bigger question is who it ultimately works for.