MoffettNathanson: Meta’s Muse likely ends up as just another ad platform

Business Insider’s Peter Kafka reports that MoffettNathanson analysts doubt shopping agents like Meta’s Muse will disrupt ecommerce, finding only 11 of a consumer’s 47 monthly payments fit an agent’s use case, too few transactions to fund the business on fees alone.

Why it matters. Meta faces pressure to fold Muse into its ad business since transaction fees on a small pool of payments cannot generate meaningful revenue.

Signal from businessinsider.com · Peter Kafka · read the original.

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